Investment adviser · CRD 158901

PHILLIPS EDISON & COMPANY LTD.

Investment adviser filing (IA)

CINCINNATI, OH, United States · Form ADV filed Apr 1, 2014

Regulatory AUM
$1.73B
Form ADV · Item 5.F
Client accounts
8
Accounts, not individual clients
Employees
282
Reported in this filing
Advisory professionals
30
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 1, 2014. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

11501 NORTHLAKE DRIVE
CINCINNATI, OH, 45249-1667, United States

CRD 158901

Filing source

Form ADV 814331 · Apr 1, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.