GRIFFIN CAPITAL QOZ ADVISOR, LLC
GRIFFIN CAPITAL QOZ ADVISOR, LLC of EL SEGUNDO, CA is an SEC-registered investment adviser (CRD 300159). Regulatory assets under management: $4.
Registration
- CRD: 300159
- SEC file number: 801-115269
- Type: Registered investment adviser
- Location: 266 KANSAS STREET, EL SEGUNDO, CA, 90245
- Phone: 310-469-6100
- Latest filing: 2023-03-29
- Regulatory AUM: $4
- Discretionary AUM: $4
- Clients: 24
- Accounts: 3
Officers, owners & control persons (9)
| Name | Role | Location |
|---|
| SHIELDS KEVIN ALAN | AS TRUSTEE FOR KEVIN A. SHIELDS FAMILY TRUST DATED JUNE 15, 1999, AS AMENDED AND RESTATED ON AUGUST 28, 2008; AS TRUSTEE FOR THE SHIELDS 2020 IRREVOCABLE TRUST; CHIEF EXECUTIVE OFFICER | — |
| MILLER JOSEPH EVERETT | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| SHIELDS JORDAN DAVID | AS TRUSTEE FOR THE SHIELDS 2009 IRREVOCABLE TRUST; AS TRUSTEE FOR THE SHIELDS 2017 IRREVOCABLE TRUST | — |
| SHIELDS EILEEN T | AS TRUSTEE FOR THE SHIELDS 2009 IRREVOCABLE TRUST; AS TRUSTEE FOR THE SHIELDS 2017 IRREVOCABLE TRUST | — |
| DOLAN ERIK JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| MARY HIGGINS P | GENERAL COUNSEL; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| HIGGINS MARY P | GENERAL COUNSEL | — |
| Snell Daniel Chase | CHIEF FINANCIAL OFFICER | — |
| STREET SCOTT MATHEW | CHIEF COMPLIANCE OFFICER | — |
Private funds (3)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| GRIFFIN CAPITAL QUALIFIED OPPORTUNITY ZONE FUND II, L.P. | Real Estate Fund | — | 966 | $532.0M | $150K |
| GRIFFIN CAPITAL QUALIFIED OPPORTUNITY ZONE FUND, L.P. | Real Estate Fund | — | 803 | $421.0M | $150K |
| GRIFFIN CAPITAL QUALIFIED OPPORTUNITY ZONE FUND III, L.P. | Real Estate Fund | — | 486 | $270.7M | $150K |
Fund service providers (1)
- administrator: JTC AMERICAS — 3 funds
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