BRIGHTSTONE INVESTMENT ADVISORS LLC

BRIGHTSTONE INVESTMENT ADVISORS LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 283896). Regulatory assets under management: $225.8M.

Registration

CRD: 283896
SEC file number: 801-108396
Type: Registered investment adviser
Location: 630 FIFTH AVE., 20TH FLOOR, NEW YORK, NY, 10111
Phone: 212-899-5300
Latest filing: 2018-05-17
Regulatory AUM: $225.8M
Discretionary AUM: $225.8M
Clients: 7
Accounts: 2

Officers, owners & control persons (4)

Name	Role	Location
DALY CHARLES JAMES	CHIEF COMPLIANCE OFFICER	—
IRVIN DENNIS RALPH	MANAGING DIRECTOR	—
LEE DOUGLAS BRENT	MANAGING DIRECTOR	—
RIVARD JOHN ALFRED	MANAGING DIRECTOR	—

Private funds (2)

Fund	Type	Formed	Owners	Gross asset value	Min investment
BRIGHTSTONE LANTANA LP	Real Estate Fund	—	7	$197.1M	—
LANTANA REALTY REIT LLC	Real Estate Fund	—	126	$196.3M	$1K

Fund service providers (2)

administrator: CORTLAND CAPITAL MARKET SERVICES LLC
administrator: REIT ADMINISTRATION, LLC

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