{"url":"https://nivawealth.com/firms/eqt-real-estate-161935","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/161935","regulatoryAum":35141945668,"crd":"161935","secFileNumber":"801-74368","legalName":"Eqt Real Estate, LLC","displayName":"Eqt Real Estate","website":null,"linkedinUrl":"https://www.linkedin.com/company/eqt-realestate","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"Five Radnor Corporate Center, 100 Matsonford Road, Suite 250","city":"Radnor","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19087"},"tradeNames":[],"registration":{"secApproved":"26 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":222,"advisory":101,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":35141945668,"discretionaryAccounts":16,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":31,"nonAumClients":16},"clientTypes":[{"label":"Pooled investment vehicles","clients":16,"regulatoryAum":35141945668}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Eqt Real Estate has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Henry Steinberg","title":"Director, President","crd":"7997610"},{"name":"John Lloyd","title":"Director, Chief Financial Officer","crd":"2868785"},{"name":"Barry Breen","title":"Chief Compliance Officer","crd":"6697996"},{"name":"Matthew Brodnick","title":"Director, Chief Investment Officer","crd":"3012488"},{"name":"Brian Fogarty","title":"Director","crd":"6180439"}],"ownership":[{"label":"Eqt Real Estate Holdings US, Inc.","detail":"Owner in the 75% or more ownership band and a control person, since April 2021."},{"label":"Eqt Ab","detail":"Indirect owner: a shareholder of Eqt Real Estate Holdings US, Inc. in the 75% or more band and a control person, since May 2015.","parent":"Eqt Real Estate Holdings US, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"Five Radnor Corporate Center, 100 Matsonford Road, Suite 250","city":"Radnor","headquarters":true}]},{"state":"Texas","offices":1,"addresses":[{"street":"1111 W. 6th Street","city":"Austin"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"610-828-3200","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":"0","assetMix":[],"privateFunds":15},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/161935/PDF/161935.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Eqt Real Estate have?","answer":"Eqt Real Estate has 16 clients and manages $35.1 billion for them, as of March 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Eqt Real Estate offer?","answer":"Eqt Real Estate 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 Eqt Real Estate have?","answer":"Eqt Real Estate has 0 investment adviser representatives registered with state securities authorities, out of 222 employees, and 101 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 Eqt Real Estate?","answer":"Eqt Real Estate is owned through a holding company by Eqt Ab. Its direct owner is Eqt Real Estate Holdings US, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Eqt Real Estate get paid?","answer":"Eqt Real Estate 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"}}],"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 Wealth 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."}