Almanac Realty Investors, LLC (New York)


Almanac Realty Investors, LLC is a large advisory firm based in New York. It manages $4.62 billion of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

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Almanac Realty Investors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Almanac Realty Investors: assets under management

The assets under management (AUM) of Almanac Realty Investors, LLC is $4.62 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 148% since the beginning of its operation, and $171.12 million of the total AUM is attributable to clients outside of the United States.


The firm manages $4.62 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $140.01 million each.
Almanac Realty Investors has custody of $1.97 billion in cash and securities for 33 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Almanac Realty Investors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Almanac Realty Investors serves?

The only and largest group of clients of Almanac Realty Investors is pooled investment vehicles with 33 clients and $4.62 billion of assets under management. Among the 11 most similar advisory firms, Almanac Realty Investors has the 4th highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $4.62 billion for 33 clients. 3% of the firm’s clients are foreign persons or businesses.

Almanac Realty Investors also advises several private funds. Namely, one hedge fund and thirty two private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $150,000,000.

Careers at Almanac Realty Investors, LLC

The company employs 28 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
John Dennis Mcgurk Member, vice president 1 Jan 1981 Other 1019527
David Pike Aloian Member, vice president 1 Jan 1988 Other 5920713
Matthew William Kaplan President, managing member, chief compliance officer 1 Jan 1992 25% - 50% 5920707
Matthew William Kaplan President, chief compliance officer 1 Mar 2007 Other 5920707
John Dennis Mcgurk Vice president 1 Mar 2007 Other 1019527
David Pike Aloian Vice president 1 Mar 2007 Other 5920713
Andrew Mark Silberstein Vice president 1 Mar 2009 Other 2648640
Scott Joseph Peters Chief financial officer 1 Oct 2011 Other 6028831
Henry Christopher Herms Chief financial officer 1 Mar 2012 Other 3071012
Lp Almanac Realty Investors Member 1 Jun 2013 75% - 100% 46-2885692
Llc Almanac Gp Managing member 1 Jun 2013 Other 46-2885846
Jennifer Murphy Cattier Chief compliance officer, general counsel 1 Sep 2015 Other 4175467
Justin Joshua Hakimian Partner, vice president 1 Jan 2016 Other 4224684
Josh Kelly Overbay Partner, vice president 1 Jan 2019 Other 5586625

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Matthew William Kaplan Limited partner, president 1 Jun 2013 25% - 50% 5920707
John Dennis Mcgurk Limited partner, vice president 1 Jun 2013 25% - 50% 1019527
David Pike Aloian Limited partner, vice president 1 Jun 2013 25% - 50% 5920713
Andrew Mark Silberstein Shareholder, vice president 1 Jun 2013 25% - 50% 2648640
Andrew Mark Silberstein Limited partner, vice president 1 Jan 2019 25% - 50% 2648640

Based in New York

The principal office where Almanac Realty Investors, LLC performs its advisory services is located at 1140 Avenue Of The Americas, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-403-3522. The normal business hours are 9 am to 6 pm on Monday - Friday. You can find more information about the New York firm at almanacrealty.com.