Real Advisers LLC RIA Series

Real Advisers LLC RIA Series acts as an investment manager for separately managed accounts and for privately offered pooled funds, providing discretionary portfolio management, financial planning, and educational seminars and workshops to individuals, small businesses, and pooled-vehicle investors. The firm sponsors one or more private real-estate focused funds offered under Regulation D exemptions and accepts qualified third‑party investors in those offerings.

The firm follows a long-only, value-oriented, bottom-up approach that combines fundamental and technical analysis and emphasizes allocations to real estate-related securities, including privately issued debt and equity of previously syndicated commercial real estate where it seeks to acquire secondary interests. Real Advisers manages both Managed Accounts and its Funds on a discretionary basis, with the Funds structured (including as a series LLC) to hold more diversified, illiquid positions than individual Managed Accounts.

Real Advisers is small and singularly managed: its sole owner and investment professional also maintains an active law practice that provides legal services to the firm and occupies substantial professional time, an affiliation that the brochure discloses and the firm addresses in its conflict‑management policies. The firm also notes less-common features for its peer group — offering hourly planning arrangements, the ability to select or recommend other advisers, and maintaining fee‑deduction custody arrangements while using an unaffiliated registered broker‑dealer as qualified custodian for client assets.