Investment adviser · CRD 323718
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS
Investment adviser filing (IA)
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC
SOUTHFIELD, MI, United States · Form ADV filed Sep 28, 2026
- Regulatory AUM
- $261M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 1 | $261,345,232 | 100.0% |
Filing source
Form ADV 2135238 · Sep 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Sep 28, 2026. View historical filings
Reported services
Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
3000 TOWN CENTER, SUITE 100SOUTHFIELD, MI, 48075, United States
CRD 323718
Filing source
Form ADV 2135238 · Sep 28, 2026 · 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.