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SDS REAL ESTATE ADVISORS

CRD 309932File 801-121844
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$473.8M
Above cohort median (national)
Discretionary AUM
$473.8M
Clients
5
5 accounts
Employees
14
Below cohort median in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Jul 22, 2021
Principal office
1281 WESTWOOD BLVD., SUITE 200, LOS ANGELES, CA, 90024
Phone
310-914-5333
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$473.8M
Discretionary AUM
$473.8M
Non-discretionary AUM
$0
Discretionary accounts
5
Non-discretionary accounts
0
Total accounts
5
AUM per client
$94.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles5$473.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1214increased by2
Apr 1, 2026AUM$459,595,680$473,755,680increased by$14,160,000
Jan 1, 2026Clients35increased by2
Jan 1, 2026AUM$399,489,680$459,595,680increased by$60,106,000
Jan 1, 2026Accounts35increased by2
May 1, 2025
vs Oct 1, 2022
Employees112increased by11
May 1, 2025
vs Oct 1, 2022
AUM$251,424,000$399,489,680increased by$148,065,680
Apr 1, 2022Clients23increased by1
Apr 1, 2022AUM$180,604,000$251,424,000increased by$70,820,000
Apr 1, 2022Accounts23increased by1
Aug 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SDS REAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SDS REAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.