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Carpathia Real Estate Advisors LLC (New York)


Carpathia Real Estate Advisors LLC is a large advisory firm based in New York. It manages $608.05 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Illinois and New York.

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Carpathia Real Estate Advisors provides portfolio management for businesses and institutional clients and real estate advisory/asset management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Carpathia Real Estate Advisors: assets under management

The assets under management (AUM) of Carpathia Real Estate Advisors LLC is $608.05 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Carpathia Real Estate Advisors LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Carpathia Real Estate Advisors LLC

Charles James Lauckhardt has been acting as President since 1 Jul 2009. Stephen Hathaway Marshall joined the executive team most recently as the Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Mark Andrew Antoncic Director 1 Jun 2009 Other 2361933
Trilyn Carpathia Llc Member 1 Jun 2009 50% - 75% 27-1637371
Ttg Carpathia Llc Member 1 Jun 2009 50% - 75% 27-0509334
Steven De Bara Chief compliance officer 1 Jul 2009 Other 4950021
Charles James Lauckhardt Director 1 Jul 2009 Other 4380842
Glen Scot Weisberg Vice president 1 Jul 2009 Other 4380846
Steven Nmn De Bara Chief compliance officer 1 Jul 2009 Other 4950021
Glen Scot Weisberg Director 1 Dec 2011 Other 4380846
Stephen Hathaway Marshall Director 1 Jan 2013 Other 2723358

Indirect Owners

The SEC currently registers 11 indirect owners.

Name Entity Date acquired Ownership Employer ID
State Street Corporation Shareholder 1 Jun 1990 75% - 100% 04-2456637
Dockside Partners Llc Member 1 Apr 1999 25% - 50% 13-4042076
State Street Global Alliance Member 1 Jul 2000 50% - 75% 52-2289770
Inc. Limetree Investments Member 1 Jul 2000 25% - 50% 13-4147037
Abp Shareholder 1 Jul 2000 75% - 100% 04-6288081
Inc. State Street Global Advisors Member 1 Jul 2000 75% - 100% 06-1313175
Mark Andrew Antoncic Member 1 Jan 2005 75% - 100% 2361933
The Tuckerman Group Llc Member 1 Jun 2009 75% - 100% 109634
Trilyn Holdings Llc Member 1 Jun 2009 75% - 100% 20-5429058
Inc. State Street Global Advisors Member 1 Jul 2012 75% - 100% 06-1313175
Inc. State Street Global Advisors Member 1 Dec 2012 75% - 100% 06-1313175

Based in New York

The principal office where Carpathia Real Estate Advisors LLC performs its advisory services is located at C/O Trilyn Carpathia Llc, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-290-3980 or by fax 646-290-3980. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.carpathierea.com.


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