SourcingSourcing

CORTEN REAL ESTATE MANAGEMENT LLC

C26
CRD 321897·SEC 801-126642·PHILADELPHIA, PA
AUM
$457.4M
$100M-$500M
Est. Revenue
$4.6M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORTEN REAL ESTATE MANAGEMENT LLC
CRD
321897
SEC file #
801-126642
EIN
—
DBA names
—

Economics

AUM
$457.4M
AUM band
$100M-$500M
AUM trajectory
'23'26
$273.1M → $457.4M▲ +68%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
15
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'23'26
9 advisors → 12 advisors▲ +33%
Primary office
PHILADELPHIA PA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
linkedin.com/company/corten-real-estate-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Buccini, Christopher
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
Buccini, Christopher
buccini, robert
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.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 (9)

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
Wells Fargo4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
Yes
Top Owner CRD
7615133
Trust Company Affiliate
No

People (6)

6
Buccini, Christopher
Direct Owner · 37.5%
7615133
buccini, robert
Direct Owner · 37.5%
7615131
Pollin, David
Direct Owner · 37.5%
7615144
YEATMAN, PENNOCK, JOHN
Direct Owner · 37.5%
6176005
kattler, matthew
Executive Officer · 2.5%
7615137
langer, stefanie
Executive Officer · 2.5%
7615119