National Real Estate Advisors LLC (Washington)

Name: National Real Estate Advisors LLC
Address: 900 Seventh Street, N.W., Washington, DC, 20001 3815
Telephone: 202-496-3370

National Real Estate Advisors LLC is a pension cosultant based in Washington. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, District of Columbia, and Illinois.

National Real Estate Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

National Real Estate Advisors has custody of $74 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay National Real Estate Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Careers at National Real Estate Advisors LLC

The company employs 40 people that are either part- or full-time employees. 45 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

James R. Difede has been acting as President since 1 Dec 2009. Dean Aaron Roy joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey John Kanne	Chief executive officer and director	1 Oct 2008	Other	5515942
John Carl Otsuki	Chief compliance officer	1 Oct 2008	Other	5515961
National Electrical Benefit Fund	Member	1 Oct 2008	75% - 100%	53-0188157
Nrea Holdings Llc	Member	1 Mar 2009	75% - 100%	264623461
James R. Difede	Director	1 Dec 2009	Other	5760570
Lawrence Joel Hass	Director	1 Dec 2009	Other	5760574
Paul Hunt Saylor	Director	1 Dec 2009	Other	1226787
Llc Nrea Holdings	Member	1 Dec 2009	75% - 100%	264623461
Laurie Sue Mullett	Chief financial officer	1 Jan 2010	Other	5760562
Jeanne Abbott Ayivorh	Managing director, portfolio and asset management	1 Jan 2010	Other	6776658
Kevin Michael Verdi	Managing director, investments	1 Jan 2010	Other	2418365
Edwin D. Hill	Director	1 Dec 2015	Other	6463661
John R. Colson	Director	1 Dec 2015	Other	6630630
Michael Lawrence Mchargue	Director	1 Dec 2015	Other	4226345
John Michael Marco	Director	1 Dec 2015	Other	847245
Dean Aaron Roy	Chief compliance officer	1 Feb 2017	Other	6776646

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
D. R. Borden	Trustee	1 Jan 2003	Other	5619016
Lindell Lee	Trustee	1 Mar 2008	Other	5618934
National Electrical Benefit Fund	Member	1 Mar 2009	75% - 100%	53-0188157
Salvatore J. Chilia	Trustee	1 May 2011	Other	6122722
Edwin D. Hill	Trustee	1 Jun 2014	Other	6463661
John M. Grau	Trustee	1 Jun 2014	Other	6463666
Dennis F. Quebe	Trustee	1 Jan 2015	Other	6463934
Lonnie R. Stephenson	Trustee	1 Jun 2015	Other	6630640

Based in Washington

The principal office where National Real Estate Advisors LLC performs its advisory services is located at 900 Seventh Street, N.W., Washington, DC 20001 3815, which is also the mailing address of the firm. An additional office of the firm is in Downers Grove, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-496-3370 or by fax 202-467-9464. The normal business hours are 8 am to 6 pm on Monday - Friday. You can find more information about the New York firm at natadvisors.com.