Mack Real Estate Credit Strategies Review


Trust Score 86%
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Mack Real Estate Credit Strategies, federally registered in 2013, is a Registered Investment Advisor (RIA) in 0 (unknown) state(s) with a licensed staff of 18 advisors. Mack Real Estate Credit Strategies manages $354.4 million and provides investment advisory services for 3 clients (1:1 advisor/client ratio).

Mack Real Estate Credit Strategies requires a $0 minimum investment and charges 1.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm does not have a disciplinary history
  • Firm does not have any misdemeanor convictions

Considerations


  • There is only one licensed advisor for every 1 clients (industry average 1:50)
  • Firm has less than $1B in assets under management
  • Firm has been federally registered for only 5 years

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $354.4 million
Average Account AUM $118,120,315
Hybrid Advisor No
Annual Management Fee Notes Fees may vary, please contact an advisor.
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:1
Headquarters New York, NY
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0+ 1.50%


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