Albany Road Investment Advisers provides portfolio management for pooled vehicles.
Albany Road Investment Advisers reports 5 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($1.25B across 5 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 5 | $1.25B | 100.0% | $249M |
| Total | 5 | $1.25B | 100% | $249M |
- Clients
- 5
- Regulatory AUM
- $1.25B
- AUM share
- 100.0%
- Avg. per client
- $249M
Total
- Clients
- 5
- Regulatory AUM
- $1.25B
- AUM share
- 100%
- Avg. per client
- $249M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Albany Road Investment Advisers is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Albany Road Real Estate Partners LLC owns 75% or more of Albany Road Investment Advisers and is in turn owned by Christopher Knisley (25–50%), 1797 Partners LLC (25–50%) and M2G Stone Oak, LTD (25–50%). The leadership team of Albany Road Investment Advisers includes President Christopher Knisley, Chief Financial Officer Jeffrey Burke and Chief Compliance Officer Denise Adamczyk. It has 25 employees, 15 of them in advisory roles.
Staff
- 25 employees
- 15 in advisory functions
- Owns 75% or more of Albany Road Investment Advisers, LLC
Albany Road Real Estate Partners LLC
Control person · since July 2012
- Owns 25% to 50% of Albany Road Real Estate Partners LLC
Christopher Knisley
Control person · since July 2012
- Owns 25% to 50% of Albany Road Real Estate Partners LLC
1797 Partners LLC
Control person · since July 2012
- Owns 25% to 50% of Albany Road Real Estate Partners LLC
M2G Stone Oak, LTD
Control person · since July 2025
John Egan
Member · Control person · since July 2025
Albany Road Investment Advisers’ regulatory assets grew 3.1× from $403M (March 2021) to $1.25B (March 2026); clients rose from 3 to 5 and employees were 25 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.25B | 5 | 25 | 4 |
| Mar 2025March 2025 | $1.07B | 5 | 26 | 4 |
| Jun 2024June 2024 | $1.05B | 5 | 26 | 5 |
| Mar 2023March 2023 | $330M | 4 | 25 | 5 |
| Mar 2022March 2022 | $378M | 4 | 24 | 5 |
| Mar 2021March 2021 | $403M | 3 | 24 | 4 |
Besides its headquarters, Albany Road Investment Advisers has 3 offices, with 4 listed addresses across 4 states.
California · 1 listed address
- 580 California Street, San Francisco
Massachusetts · 1 listed address
- 460 Legacy Place, 2nd Floor, DedhamHQ
Tennessee · 1 listed address
- 827 19th Avenue South, Nashville
Texas · 1 listed address
- 3889 Maple Avenue, Dallas
Contact and registration details
- Legal name
- Albany Road Investment Advisers, LLC
- Headquarters
- 460 Legacy Place, 2nd Floor, Dedham, MA 02026
- Website
- albanyroad.com
- Phone
- 617-279-2188
- SEC file
- 801-113074
- Structure
- Delaware LLC
- Fiscal year end
- December
Albany Road Investment Advisers has custody of client assets.
How many clients does Albany Road Investment Advisers have?
Albany Road Investment Advisers has 5 clients and manages $1.25 billion for them, as of March 2026. They include 5 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Albany Road Investment Advisers offer?
Albany Road Investment Advisers provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Albany Road Investment Advisers have?
Albany Road Investment Advisers has 0 investment adviser representatives registered with state securities authorities, out of 25 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Albany Road Investment Advisers?
Albany Road Investment Advisers is owned through a holding company by Christopher Knisley, 1797 Partners LLC and M2G Stone Oak, LTD. Its direct owner is Albany Road Real Estate Partners LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Albany Road Investment Advisers get paid?
Albany Road Investment Advisers is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Albany Road Investment Advisers?
Albany Road Investment Advisers’ main office is at 460 Legacy Place, 2nd Floor, Dedham, MA 02026. Its phone number is 617-279-2188. Its website is albanyroad.com.