Principal Capital Real Estate Investors LLC is a large advisory firm based in Des Moines. It manages $2.05 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001.
Principal Capital Real Estate Investors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Principal Capital Real Estate Investors: assets under management
The assets under management (AUM) of Principal Capital Real Estate Investors LLC is $2.05 billion. The firm's AUM has grown by 359% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $264.21 million in discretionary accounts and $1.79 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.04 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $255.25 million.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Principal Capital Real Estate Investors LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Principal Capital Real Estate Investors LLC
Randall Craig Mundt joined the executive team most recently as the President And Chief Investment Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 7 indirect owners.Based in Des Moines
The principal office where Principal Capital Real Estate Investors LLC performs its advisory services is located at 801 Grand Ave, Des Moines, IA 50392, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1-800-533-1390 or by fax 515-235-9700. The normal business hours are 7:00a.m. - 5:00p.m. on Monday - Friday. You can find more information about the New York firm at .
