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ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC

BOCA RATON, FL · CRD 159393 · IAPD ↗ · encorecm.com · 561-961-1000

$679.5MRegulatory AUM
20Advisory reps
47Employees
0Clients
n/aPlanning clients
5Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
33
April 2026 — ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC reported RAUM down 55% ($1.50B -> $679.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2025 — ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
15
April 2024 — ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC changed its website from encorefunds.com to encorecm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2024 — ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC now reports custody of client assets ($1.59B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
April 2024 — ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC grew from 18 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.