OREI ADVISORS LP of AUSTIN, TX is an SEC-registered investment adviser (CRD 284241). Regulatory assets under management: $2.2B.
Compensation: % of AUM, Performance.
Clients served: High net worth, Investment cos.
| Name | Role | Location |
|---|---|---|
| GEORGE CHRISTOPHER SMITH | CEO OF REGISTRANT; MANAGER; MANAGING MEMBER | Austin, TX |
| Smith T C Christopher | MANAGING MEMBER; PRESIDENT OF REGISTRANT; PRESIDENT OF REGISTRANT, TRUSTEE OF GCS AND SBS TRUST, DATED FEBRUARY 28, 2014 (+2 more) | Wagoner, OK |
| John Raymond Ginochio | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | — |
| Franco Valentino Famularo | PRESIDENT AND CHIEF INVESTMENT OFFICER OF REGISTRANT | — |
| SMITH ROBERT G | MANAGER, PRESIDENT, SOLE SHAREHOLDER | — |
| SMITH BRUCE GEORGE | LIMITED PARTNER OF OREI FUND I GP LP; MANAGER AND SOLE MEMBER OF ORES AM LLC; MANAGING MEMBER (+2 more) | — |
| ANDERSON JAMES DONALD | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| ANDERSON CARY | CHIEF FINANCIAL OFFICER | — |
| GINOCHIO JOHN RAYMOND | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | — |
| SMITH SHANON BREE | TRUSTEE OF GCS AND SBS TRUST, DATED FEBRUARY 28, 2014; TRUSTEE OF TRUST | — |
Showing 15 of 16 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| OHANA CREDIT III A LP | Real Estate Fund | Delaware | 5 | $311.2M | — |
| OHANA EQUITY FUND II LP | Real Estate Fund | Delaware | 42 | $207.1M | — |
| OREI LONG TERM EQUITY FUND LP | Real Estate Fund | Delaware | 16 | $160.1M | $25.0M |
| OREI LONG TERM EQUITY FUND A LP | Real Estate Fund | Delaware | 7 | $138.0M | $25.0M |
| OHANA EQUITY FUND II A LP | Real Estate Fund | Delaware | 24 | $128.6M | — |
| OHANA CREDIT III LP | Real Estate Fund | Delaware | 6 | $105.1M | — |
| OHANA SVB CO-INVEST LP | Real Estate Fund | Delaware | 16 | $81.2M | — |
| OREI LCR CO-INVEST LP | Real Estate Fund | Delaware | 6 | $72.1M | — |
| OHANA SVB CO-INVEST A LP | Real Estate Fund | Delaware | 7 | $54.6M | — |
| OHANA HRLW CO-INVEST A LP | Real Estate Fund | Delaware | 15 | $19.5M | — |
| OHANA DTLA CO-INVEST LP | Real Estate Fund | Delaware | 15 | $18.7M | — |
| OREI FUND I LP | Real Estate Fund | Delaware | 7 | $15.2M | $10.0M |
| OREI HLP CO-INVEST LP | Real Estate Fund | Delaware | 6 | $8.6M | — |
| OREI FUND I-A LP | Real Estate Fund | Delaware | 5 | $4.5M | $10.0M |
| OHANA HRLW CO-INVEST LP | Real Estate Fund | Delaware | 15 | $3.7M | — |
| City | State | Employees | Phone |
|---|---|---|---|
| REDWOOD CITY | CA | 15 | 650-681-0185 |
| REDWOOD CITY | CA | 15 | 650-681-0185 |
| NEW YORK | NY | 9 | 650-681-0185 |
| NEW YORK | NY | 9 | 650-681-0185 |