AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Corten Real Estate Management LLC

Corten Real Estate Management LLC

Philadelphia, PASEC-registered investment adviserCRD 321897

Filed as CORTEN REAL ESTATE MANAGEMENT LLC

Corten Real Estate Management LLC is an SEC-registered investment advisory firm in Philadelphia, PA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

4 years
registered since 2022
$457,447,202
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Corten Real Estate Management LLC compensated?

On its Form ADV (Item 5.E, October 2026), Corten Real Estate Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

What does Corten Real Estate Management LLC's brochure say about its fees?

Its Form ADV Part 2A brochure dated March 19, 2026 states: Asset-based fee: 0.7% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Corten Real Estate Management LLC located?

Corten Real Estate Management LLC's principal office is in Philadelphia, PA, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

Is Corten Real Estate Management LLC registered with the SEC or a state?

Corten Real Estate Management LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321897.

How much does Corten Real Estate Management LLC manage?

Corten Real Estate Management LLC reports $457,447,202 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (61% discretionary).

How have Corten Real Estate Management LLC's assets and staff changed since 2022?

In the Form ADV data for Corten Real Estate Management LLC: Regulatory assets under management: $273,100,000 in the October 2022 data and $457,447,202 in the October 2026 data, up 68%. Total employees: 13 in October 2022 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Corten Real Estate Management LLC serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

Does Corten Real Estate Management 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/321897

What changed in Corten Real Estate Management LLC's recent Form ADV filings?

In the April 2026 filing data: Changed its office addresses in Wilmington, DE. Added an office in Charlotte, NC. Registered or notice-filed in NC. Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Asset-based fee: 0.7% to 1.5% a year (a range, as the brochure states it)

The brochure's wording
In general, Management Fees range from 0.70% to 1.50% and are charged on committed capital early in the life of each vehicle and then on the aggregate equity cost of all unrealized investments

As stated in the firm's Form ADV Part 2A brochure dated March 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$457,447,202

$457,447,202 as of October 2026, filing dated March 19, 2026.

Discretionary: $280,615,841.Non-discretionary: $176,831,361.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 9 Assets $457,447,202 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2022 (4 years)
Employees
Total: 15. Performing investment advisory functions: 12.
Wrap fee program participation
No.
Other offices (Schedule D, Section 1.F)
4 other offices, as of the April 2026 filing
Charlotte, NCChevy Chase, MDPhiladelphia, PAWilmington, DE
States registered or notice-filed
4 states or jurisdictions
DEMDNCPA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$273M 2022 $363M 2023 $469M 2024 $442M 2025 $457M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$457,447,20215March 19, 2026
October 2025$442,471,90015March 31, 2025
October 2024$468,834,53415March 12, 2024
October 2023$363,361,50412May 3, 2023
October 2022$273,100,00013August 29, 2022

Regulatory assets under management: $273,100,000 in the October 2022 data and $457,447,202 in the October 2026 data, up 68%.

Total employees: 13 in October 2022 and 15 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Changed its office addresses in Wilmington, DE.
    • Added an office in Charlotte, NC.
    • Registered or notice-filed in NC.
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
cortenrealestate.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Corten Real Estate Management LLC (CRD 321897): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/corten-real-estate-management-llc-philadelphia-pa-321897