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SG REAL ESTATE I

SOUTHFIELD, MI · CRD 334205 · IAPD ↗ · sg-companies.co · 313-617-9723

$203.5MRegulatory AUM
5Advisory reps
20Employees
4Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
December 2025 — SG REAL ESTATE I (SOUTHFIELD, MI) is newly SEC-registered with $203.5M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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