REAL ESTATE MANAGEMENT SERVICES LLC

HTTP://WWW.REMSGROUP.COM NAPLES, FL Investment Advisor How do I update this listing?

Real Estate Management Services is based out of Naples. Real Estate Management Services is a large advisory firm with 20 clients and discretionary assets under management (AUM) of $339,575,582 (Form ADV from 2019-09-23). Their last reported 13F filing for Q3 2019 included $155,653,000 in managed 13F securities and a top 10 holdings concentration of 56.41%. Real Estate Management Services's largest holding is Brandywine Realty Trust with shares held of 731,600. Real Estate Management Services has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 70 13F filings

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68

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $155.653 Million
  • Prior Market Value $148.297 Million
  • New Purchases3 stocks
  • Additional Purchases8 stocks
  • Sold out of0 stocks
  • Reduced holdings in14 stocks
  • Top 10 Holdings % 56.41 %
  • Turnover % [1]:9.68%
  • Turnover Alt % [2]: 6.91 %
  • Time Held Top20:9.60 quarters
  • Time Held Top10:7.10 quarters
  • Time Held All:9.81 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: 1.55%
Performance Last 4 Quarters: 0.58%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR/A (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR/A (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
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  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

REAL ESTATE MANAGEMENT SERVICES GROUP, LLC
1100 FIFTH AVENUE SOUTH, SUITE 305
NAPLES FL    34102-6407
Country: United States

Business Phone: 239-262-3017
Fax: 239-263-4572
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 20
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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REAL ESTATE MANAGEMENT SERVICES GROUP, LLC

ownership team - last updated 2019-09-23
Name Title Start Date Direct/Indirect % Ownership
TURVILLE, EDWARD, WRIGHT CHAIRMAN AND MANAGING DIRECTOR 03/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MANAGING MEMBER direct 2002-03-01
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 2000-04-01 2002-03-06
WEBSTER, JOHN, E. PRESIDENT; MEMBER 05/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC PRESIDENT; MEMBER direct 2002-05-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LTD. DIRECTOR OF RESEARCH; MEMBER direct 2002-05-01 2006-03-30
WHITAKER, JOHN, S. MEMBER 05/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MEMBER direct 2002-05-01
SHELLY, MICHAEL, HAIGHT MEMBER 05/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MEMBER direct 2002-05-01
BEACH INVESTMENT MANAGEMENT LLC. MEMBER 05/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MEMBER direct 2002-05-01
DREITH, JON, DAVID SENIOR VICE PRESIDENT AND MEMBER 05/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC SENIOR VICE PRESIDENT AND DIRECTOR OF OPERATIONS/TRADING direct 2002-05-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC SENIOR VICE PRESIDENT AND MEMBER direct 2002-05-01
VELLELEY, QUENTIN, NMN EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER 04/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER direct 2019-04-01
BARGE, MARVIN, HARRIS CHIEF COMPLIANCE OFFICER 09/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
SHAPIRO CAPITAL MANAGEMENT LLC CCO direct 2017-06-01
ATLANTA LIFE INVESTMENT ADVISERS, INC. CHIEF COMPLIANCE OFFICER direct 2004-09-01
CHANNING CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2005-04-01
JS ASSET MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2005-02-01
CHI-RHO FINANCIAL, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
LOGAN CIRCLE PARTNERS, L.P. CHIEF COMPLIANCE OFFICER direct 2007-05-01
BEACH, THOMAS, EARL MANAGING MEMBER BEACH INVESTMENT MANAGEMENT, LLC 01/01/1998 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 1995-01-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MANAGING MEMBER indirect 1998-01-01
BEACH INVESTMENT MANAGEMENT LLC. MANAGING MEMBER direct 1998-01-01
BEACH, WALTER, THOMAS MANAGING MEMBER BEACH INVESTMENT MANAGEMENT, LLC 01/01/1998 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 1997-12-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MANAGING MEMBER indirect 1998-01-01
BEACH INVESTMENT MANAGEMENT LLC. MANAGING MEMBER direct 1998-01-01
BEACH INVESTMENT MANAGEMENT LLC. MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-01-01 2013-03-26
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER direct 1997-12-01 2013-03-27

REAL ESTATE MANAGEMENT SERVICES GROUP, LLC

ownership team - last updated 2019-05-01
Name Title Start Date Direct/Indirect % Ownership
TURVILLE, EDWARD, WRIGHT CHAIRMAN AND MANAGING DIRECTOR 03/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MANAGING MEMBER direct 2002-03-01
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 2000-04-01 2002-03-06
WEBSTER, JOHN, E. PRESIDENT; MEMBER 05/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC PRESIDENT; MEMBER direct 2002-05-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LTD. DIRECTOR OF RESEARCH; MEMBER direct 2002-05-01 2006-03-30
WHITAKER, JOHN, S. MEMBER 05/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MEMBER direct 2002-05-01
SHELLY, MICHAEL, HAIGHT MEMBER 05/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MEMBER direct 2002-05-01
BEACH INVESTMENT MANAGEMENT LLC. MEMBER 05/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MEMBER direct 2002-05-01
DREITH, JON, DAVID SENIOR VICE PRESIDENT AND MEMBER 05/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC SENIOR VICE PRESIDENT AND DIRECTOR OF OPERATIONS/TRADING direct 2002-05-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC SENIOR VICE PRESIDENT AND MEMBER direct 2002-05-01
Ryan, Janet, Marie CHIEF COMPLIANCE OFFICER 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2018-11-01
VELLELEY, QUENTIN, NMN EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER 04/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER direct 2019-04-01
BEACH, THOMAS, EARL MANAGING MEMBER BEACH INVESTMENT MANAGEMENT, LLC 01/01/1998 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 1995-01-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MANAGING MEMBER indirect 1998-01-01
BEACH INVESTMENT MANAGEMENT LLC. MANAGING MEMBER direct 1998-01-01
BEACH, WALTER, THOMAS MANAGING MEMBER BEACH INVESTMENT MANAGEMENT, LLC 01/01/1998 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 1997-12-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MANAGING MEMBER indirect 1998-01-01
BEACH INVESTMENT MANAGEMENT LLC. MANAGING MEMBER direct 1998-01-01
BEACH INVESTMENT MANAGEMENT LLC. MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-01-01 2013-03-26
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER direct 1997-12-01 2013-03-27

REAL ESTATE MANAGEMENT SERVICES GROUP, LLC

ownership team - last updated 2019-02-15
Name Title Start Date Direct/Indirect % Ownership
TURVILLE, EDWARD, WRIGHT MANAGING MEMBER 03/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MANAGING MEMBER direct 2002-03-01
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 2000-04-01 2002-03-06
WEBSTER, JOHN, E. PRESIDENT; MEMBER 05/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC PRESIDENT; MEMBER direct 2002-05-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LTD. DIRECTOR OF RESEARCH; MEMBER direct 2002-05-01 2006-03-30
WHITAKER, JOHN, S. MEMBER 05/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MEMBER direct 2002-05-01
SHELLY, MICHAEL, HAIGHT MEMBER 05/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MEMBER direct 2002-05-01
BEACH INVESTMENT MANAGEMENT LLC. MEMBER 05/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MEMBER direct 2002-05-01
DREITH, JON, DAVID SENIOR VICE PRESIDENT AND MEMBER 05/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC SENIOR VICE PRESIDENT AND DIRECTOR OF OPERATIONS/TRADING direct 2002-05-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC SENIOR VICE PRESIDENT AND MEMBER direct 2002-05-01
Ryan, Janet, Marie CHIEF COMPLIANCE OFFICER 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2018-11-01
BEACH, THOMAS, EARL MANAGING MEMBER BEACH INVESTMENT MANAGEMENT, LLC 01/01/1998 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 1995-01-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MANAGING MEMBER indirect 1998-01-01
BEACH INVESTMENT MANAGEMENT LLC. MANAGING MEMBER direct 1998-01-01
BEACH, WALTER, THOMAS MANAGING MEMBER BEACH INVESTMENT MANAGEMENT, LLC 01/01/1998 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 1997-12-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MANAGING MEMBER indirect 1998-01-01
BEACH INVESTMENT MANAGEMENT LLC. MANAGING MEMBER direct 1998-01-01
BEACH INVESTMENT MANAGEMENT LLC. MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-01-01 2013-03-26
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER direct 1997-12-01 2013-03-27

REAL ESTATE MANAGEMENT SERVICES GROUP, LLC

ownership team - last updated 2018-11-30
Name Title Start Date Direct/Indirect % Ownership
TURVILLE, EDWARD, WRIGHT MANAGING MEMBER 03/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MANAGING MEMBER direct 2002-03-01
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 2000-04-01 2002-03-06
WEBSTER, JOHN, E. PRESIDENT; MEMBER 05/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC PRESIDENT; MEMBER direct 2002-05-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LTD. DIRECTOR OF RESEARCH; MEMBER direct 2002-05-01 2006-03-30
WHITAKER, JOHN, S. MEMBER 05/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MEMBER direct 2002-05-01
SHELLY, MICHAEL, HAIGHT MEMBER 05/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MEMBER direct 2002-05-01
BEACH INVESTMENT MANAGEMENT LLC. MEMBER 05/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MEMBER direct 2002-05-01
DREITH, JON, DAVID SENIOR VICE PRESIDENT AND MEMBER 05/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC SENIOR VICE PRESIDENT AND DIRECTOR OF OPERATIONS/TRADING direct 2002-05-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC SENIOR VICE PRESIDENT AND MEMBER direct 2002-05-01
Ryan, Janet, Marie CHIEF COMPLIANCE OFFICER 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2018-11-01
BEACH, THOMAS, EARL MANAGING MEMBER BEACH INVESTMENT MANAGEMENT, LLC 01/01/1998 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 1995-01-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MANAGING MEMBER indirect 1998-01-01
BEACH INVESTMENT MANAGEMENT LLC. MANAGING MEMBER direct 1998-01-01
BEACH, WALTER, THOMAS MANAGING MEMBER BEACH INVESTMENT MANAGEMENT, LLC 01/01/1998 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 1997-12-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MANAGING MEMBER indirect 1998-01-01
BEACH INVESTMENT MANAGEMENT LLC. MANAGING MEMBER direct 1998-01-01
BEACH INVESTMENT MANAGEMENT LLC. MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-01-01 2013-03-26
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER direct 1997-12-01 2013-03-27

REAL ESTATE MANAGEMENT SERVICES GROUP, LLC

ownership team - last updated 2017-06-28
Name Title Start Date Direct/Indirect % Ownership
TURVILLE, EDWARD, WRIGHT MANAGING MEMBER 03/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MANAGING MEMBER direct 2002-03-01
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 2000-04-01 2002-03-06
WEBSTER, JOHN, E. PRESIDENT; MEMBER 05/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC PRESIDENT; MEMBER direct 2002-05-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LTD. DIRECTOR OF RESEARCH; MEMBER direct 2002-05-01 2006-03-30
WHITAKER, JOHN, S. MEMBER 05/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MEMBER direct 2002-05-01
SHELLY, MICHAEL, HAIGHT MEMBER 05/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MEMBER direct 2002-05-01
BEACH INVESTMENT MANAGEMENT LLC. MEMBER 05/01/2002 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MEMBER direct 2002-05-01
DREITH, JON, DAVID SENIOR VICE PRESIDENT AND MEMBER 05/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC SENIOR VICE PRESIDENT AND DIRECTOR OF OPERATIONS/TRADING direct 2002-05-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC SENIOR VICE PRESIDENT AND MEMBER direct 2002-05-01
BECKNER, JOAN, ELISABETH CHIEF COMPLIANCE OFFICER 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2010-10-01
BEACH, THOMAS, EARL MANAGING MEMBER BEACH INVESTMENT MANAGEMENT, LLC 01/01/1998 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 1995-01-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MANAGING MEMBER indirect 1998-01-01
BEACH INVESTMENT MANAGEMENT LLC. MANAGING MEMBER direct 1998-01-01
BEACH, WALTER, THOMAS MANAGING MEMBER BEACH INVESTMENT MANAGEMENT, LLC 01/01/1998 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 1997-12-01
REAL ESTATE MANAGEMENT SERVICES GROUP, LLC MANAGING MEMBER indirect 1998-01-01
BEACH INVESTMENT MANAGEMENT LLC. MANAGING MEMBER direct 1998-01-01
BEACH INVESTMENT MANAGEMENT LLC. MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-01-01 2013-03-26
BEACH INVESTMENT COUNSEL INC MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER direct 1997-12-01 2013-03-27

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BBH WEALTH STRATEGIES, LLC - REMS GROUP SERIES United States 805-2939277243 Hedge Fund 181,325,000 250,000

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