{"url":"https://nivawealth.com/firms/albany-road-investment-advisers-290302","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/290302","regulatoryAum":1245098453,"crd":"290302","history":[{"filedOn":"2021-03-31","regulatoryAum":403184455,"clients":3,"employees":24,"offices":4},{"filedOn":"2022-03-31","regulatoryAum":377865266,"clients":4,"employees":24,"offices":5},{"filedOn":"2023-03-29","regulatoryAum":329535266,"clients":4,"employees":25,"offices":5},{"filedOn":"2024-06-04","regulatoryAum":1048510147,"clients":5,"employees":26,"offices":5},{"filedOn":"2025-03-28","regulatoryAum":1071800000,"clients":5,"employees":26,"offices":4},{"filedOn":"2026-03-30","regulatoryAum":1245098453,"clients":5,"employees":25,"offices":4}],"secFileNumber":"801-113074","legalName":"Albany Road Investment Advisers, LLC","displayName":"Albany Road Investment Advisers","slug":"albany-road-investment-advisers-290302","website":"https://albanyroad.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/albany-road-real-estate-partners/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"460 Legacy Place, 2nd Floor","city":"Dedham","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02026"},"tradeNames":[],"registration":{"secApproved":"30 April 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":25,"advisory":15,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1245098453,"discretionary":1245098453,"discretionaryAccounts":5,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":5,"regulatoryAum":1245098453}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Albany Road Investment Advisers has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Christopher Knisley","title":"President, Managing Partner","crd":"1640318"},{"name":"Jeffrey Burke","title":"Chief Financial Officer","crd":"7084971"},{"name":"Denise Adamczyk","title":"Chief Compliance Officer","crd":"2859934"},{"name":"Clark Callander","title":"Co-Founder/Senior Advisor","crd":"1584970"},{"name":"Luke Colbert","title":"Managing Director","crd":"8244857"},{"name":"John Egan","title":"Managing Partner","crd":"6866413"},{"name":"Jeffrey Foresman","title":"Managing Director","crd":"7352979"},{"name":"Brandon Hoag","title":"Managing Director","crd":"4856060"},{"name":"Walter W Jenkins","title":"Managing Director","crd":""},{"name":"Mark McInerney","title":"Managing Partner","crd":"1791695"},{"name":"Jason Ricker","title":"Director of Asset/Portfolio Management","crd":"8067161"},{"name":"Tyler Savonen","title":"Managing Director","crd":"8244419"},{"name":"Matthew Silvestri","title":"Controller and Compliance Director","crd":"7306431"},{"name":"Steven Strandberg","title":"Co-Founder/Senior Advisor","crd":"863140"}],"ownership":[{"label":"Albany Road Real Estate Partners LLC","detail":"Owner in the 75% or more ownership band and a control person, since July 2012."},{"label":"Christopher Knisley","detail":"Indirect owner: a member of Albany Road Real Estate Partners LLC in the 25% to 50% band and a control person, since July 2012.","parent":"Albany Road Real Estate Partners LLC"},{"label":"1797 Partners LLC","detail":"Indirect owner: a member of Albany Road Real Estate Partners LLC in the 25% to 50% band and a control person, since July 2012.","parent":"Albany Road Real Estate Partners LLC"},{"label":"M2G Stone Oak, LTD","detail":"Indirect owner: a member of Albany Road Real Estate Partners LLC in the 25% to 50% band and a control person, since July 2025.","parent":"Albany Road Real Estate Partners LLC"},{"label":"John Egan","detail":"Indirect owner: member of Albany Road Real Estate Partners LLC and a control person, since July 2025.","parent":"Albany Road Real Estate Partners LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"580 California Street","city":"San Francisco"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"460 Legacy Place, 2nd Floor","city":"Dedham","headquarters":true}]},{"state":"Tennessee","offices":1,"addresses":[{"street":"827 19th Avenue South","city":"Nashville"}]},{"state":"Texas","offices":1,"addresses":[{"street":"3889 Maple Avenue","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-279-2188","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/290302/PDF/290302.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Albany Road Investment Advisers have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Albany Road Investment Advisers offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Albany Road Investment Advisers have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Albany Road Investment Advisers?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Albany Road Investment Advisers get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Albany Road Investment Advisers?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}