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ALBANY ROAD REAL ESTATE PARTNERS, LLC

DEDHAM, MA · CRD 290302 · IAPD ↗ · 617-279-2188

$1.25BRegulatory AUM
15Advisory reps
25Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
June 2024 — ALBANY ROAD REAL ESTATE PARTNERS, LLC moved its main office from BOSTON, MA to DEDHAM, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2024 — ALBANY ROAD REAL ESTATE PARTNERS, LLC crossed $1B in regulatory AUM ($329.5M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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