AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / 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.
Quick answers
From the filingHow 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 2AAsset-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 as of October 2026, filing dated March 19, 2026.
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.DA 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
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $457,447,202 | 15 | March 19, 2026 |
| October 2025 | $442,471,900 | 15 | March 31, 2025 |
| October 2024 | $468,834,534 | 15 | March 12, 2024 |
| October 2023 | $363,361,504 | 12 | May 3, 2023 |
| October 2022 | $273,100,000 | 13 | August 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- 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.ISource: 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