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Resource Reit Advisor, LLC (Philadelphia)


Resource Reit Advisor, LLC is a related adviser based in Philadelphia. It manages $2.77 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Pennsylvania.

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Resource Reit Advisor 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.

Resource Reit Advisor: assets under management

The assets under management (AUM) of Resource Reit Advisor, LLC is $2.77 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $2.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.77 million each.
Resource Reit Advisor has custody of $270.14 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Resource Reit Advisor, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 18 indirect owners.

Name Entity Date acquired Ownership Employer ID
Andrew Lawrence Farkas Member 1 Jul 2003 75% - 100% 2364566
Inc. Resource America Sole shareholder 1 May 2004 75% - 100% 72-0654145
Island Capital Group Llc Member 1 Oct 2009 75% - 100% 36-4525612
Island C Iii Directives Llc Managing member 1 Nov 2009 Other 27-1134955
Sidney Joseph Reisman Member of board of managers 1 Feb 2010 Other 5892645
Island C Iii Holdings Ii Llc Member 1 Feb 2010 50% - 75% 27-0457936
Island C Iii Manager Llc Manager 1 Feb 2010 25% - 50% 27-1895025
Andrew Lawrence Farkas Member of board of managers 1 Feb 2010 Other 2364566
Jeffrey Patrick Cohen Member of board of managers 1 Feb 2010 Other 4054078
Frank Mcmurry Garrison Member of board of managers 1 Feb 2010 Other 1044606
Sidney B Reisman Member of board of managers 1 Feb 2010 Other 5892645
Anubis Advisors Llc Member 1 Mar 2010 Other 27-2019792
Island Capital Group Llc Member 1 Mar 2010 75% - 100% 36-4525612
Island C Iii Directives Ii Llc Managing member 1 May 2010 Other 27-2594582
Island Capital Group Llc Member 1 May 2010 Other 36-4525612
Island C Iii Holdings Ii Llc Member 1 May 2010 25% - 50% 27-2594913
Michael Gershon Jesselson Member of board of managers 1 May 2012 Other 1030833
C Iii Capital Partners Llc Sole shareholder 1 Sep 2016 75% - 100% 27-1892368

Based in Philadelphia

The principal office where Resource Reit Advisor, LLC performs its advisory services is located at 1845 Walnut Street, Philadelphia, PA 19103, 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 866-468-0129. The normal business hours are 9 am - 6 pm on Monday - Friday. You can find more information about the New York firm at resourcerei.com.


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