# Albany Road Real Estate Partners, LLC

> Albany Road Real Estate Partners, LLC is an SEC-registered investment advisory firm in Dedham, MA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 290302
- Filed as: ALBANY ROAD REAL ESTATE PARTNERS, LLC
- Legal name: Albany Road Investment Advisers, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dedham, MA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290302
- AdvisorCensus page: https://advisorcensus.com/firm/albany-road-real-estate-partners-llc-dedham-ma-290302

## Quick answers

**How is Albany Road Real Estate Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Albany Road Real Estate Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Albany Road Real Estate Partners, LLC located?**
Albany Road Real Estate Partners, LLC's principal office is in Dedham, MA, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Albany Road Real Estate Partners, LLC registered with the SEC or a state?**
Albany Road Real Estate Partners, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 290302.

**How much does Albany Road Real Estate Partners, LLC manage?**
Albany Road Real Estate Partners, LLC reports $1,245,098,453 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Albany Road Real Estate Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Albany Road Real Estate Partners, LLC: Regulatory assets under management: $403,184,455 in the October 2021 data and $1,245,098,453 in the October 2026 data, up 209%. Total employees: 24 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Albany Road Real Estate Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

**Does Albany Road Real Estate Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290302

**What changed in Albany Road Real Estate Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,071,800,000 to $1,245,098,453 (+16%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,245,098,453
- Discretionary: $1,245,098,453
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $1,245,098,453 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 25 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dallas, TX
- Nashville, TN
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- albanyroad.com
- LinkedIn @ALBANY-ROAD-REAL-ESTATE-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $403,184,455 | 24 | March 31, 2021 |
| October 2022 | $377,865,266 | 24 | March 31, 2022 |
| October 2023 | $329,535,266 | 25 | March 29, 2023 |
| October 2024 | $1,048,510,147 | 26 | June 4, 2024 |
| October 2025 | $1,071,800,000 | 26 | March 28, 2025 |
| October 2026 | $1,245,098,453 | 25 | March 30, 2026 |

Regulatory assets under management: $403,184,455 in the October 2021 data and $1,245,098,453 in the October 2026 data, up 209%.
Total employees: 24 in October 2021 and 25 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,071,800,000 to $1,245,098,453 (+16%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Albany Road Real Estate Partners, LLC (CRD 290302): Form ADV filing data as of October 2026.