SourcingSourcing

JRE ADVISORS LLC

B55
CRD 318777·SEC 801-123359·NEW YORK, NY
AUM
$243.3M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$730K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JRE ADVISORS LLC
CRD
318777
SEC file #
801-123359
EIN
—
DBA names
—

Economics

AUM
$243.3M
AUM band
$100M-$500M
AUM trajectory
'23'26
$602.1M → $243.3M▼ -60%
Client mix
Pooled Investment Vehicles37

Operations

Employees (total)
9
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'23'26
10 advisors → 9 advisors▼ -10%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/jre-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JRE PARTNERS LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
JRE PARTNERS LP
FRASER, JOHN, RADFORD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:jre.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan35
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
FRASER, JOHN, RADFORD
Executive Officer · 2.5%
5894868
Mitzner, Alexander, Kull
Executive Officer · 2.5%
7500257
Thomas, Brian, Christopher
Executive Officer · 2.5%
7500266