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SDS REAL ESTATE ADVISORS

LOS ANGELES, CA · CRD 309932 · IAPD ↗ · 310-914-5333

$473.8MRegulatory AUM
11Advisory reps
14Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

64
April 2025 — SDS REAL ESTATE ADVISORS grew from 1 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
April 2024 — SDS REAL ESTATE ADVISORS reported RAUM up 44% ($277.5M -> $399.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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