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Intercontinental Real Estate

SEC-registered adviser since 1999Boston, MACRD 112332

$12.2B
AUM
2
Clients
See fees
Fee
39
Advisory staff

From Form ADV filed 31 March 2026 · data retrieved 15 October 2026SEC record

Intercontinental Real Estate is an investment adviser headquartered in Boston, Massachusetts, and registered with the SEC since 1999. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management, fixed fees and performance-based fees. Peter Palandjian owns 50% to 75% of Intercontinental Real Estate, and Peter Palandjian is its CEO.

Clients

Intercontinental Real Estate serves 2 clients. The average client has about $6.09 billion with the firm.

Regulatory assets by client type
  • Pooled investment vehicles2 clients100%
Show client breakdown
Pooled investment vehicles
Clients
2
Regulatory AUM
$12,175,868,901
Share
100.0%
Avg. per client
$6.09B

Total

Clients
2
Regulatory AUM
$12,175,868,901
Share
100%
Avg. per client
$6.09B

What it does

Intercontinental Real Estate provides portfolio management for pooled vehicles and other activities. It is paid through a percentage of assets, fixed fees and performance-based fees.

Intercontinental Real Estate advises no private funds.

100.0% of assets ($12.18B across 2 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Intercontinental Real Estate has custody of $12.18B for 2 clients.

Managed account assets by custodian
  • All other custodians$12.18B100%

Ownership and leadership

Peter Palandjian owns 50% to 75% of Intercontinental Real Estate, and Peter Palandjian is its CEO.

Who owns the firm
Intercontinental Real Estate Corporation· the adviser

  • Peter Palandjian

    Control person · since May 1993

    Owns 50% to 75% of Intercontinental Real Estate Corporation

  • Intercontinental Holdings, LLC

    Control person · since June 2006

    Owns 25% to 50% of Intercontinental Real Estate Corporation

Leadership

  • Peter Palandjian
    Chairman, Chief Executive Officer, Director and Stockholder
  • Paul Nasser
    President
  • David Carella
    Chief Financial Officer
  • Sean Ruhmann
    Chief Operating Officer
  • Kendall Brook
    Chief Compliance Officer
  • Leon Palandjian
    Chief Risk Officer
  • Thomas Taranto
    Chief Investment Officer, Director

Staff

  • 122 employees
  • 39 in advisory functions

Fees

Intercontinental Real Estate is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.

Intercontinental Real Estate’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Intercontinental Real Estate has 10 offices (8 private residences, listed without an address), with 3 listed addresses across 2 states.

Listed office addresses by state

Massachusetts · 2 listed addresses

  • 1270 Soldiers Field RD, BostonHQ
  • 367 Western Avenue, Boston

Registration details

Legal name
Intercontinental Real Estate Corporation
Headquarters
1270 Soldiers Field RD, Boston, MA 02135-1003
Phone
617-782-2600
Website
www.intercontinental.net
SEC file
801-56643
Structure
Massachusetts corporation
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Intercontinental Real Estate have?

Intercontinental Real Estate has 2 clients and manages $12.2 billion for them, as of March 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Intercontinental Real Estate offer?

Intercontinental Real Estate provides portfolio management for pooled vehicles and other activities.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Intercontinental Real Estate have?

Intercontinental Real Estate has 0 investment adviser representatives registered with state securities authorities, out of 122 employees, and 39 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 Intercontinental Real Estate?

Intercontinental Real Estate’s direct owners are Peter Palandjian (50% to 75%) and Intercontinental Holdings, LLC (25% to 50%).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Intercontinental Real Estate get paid?

Intercontinental Real Estate is paid through a percentage of assets under management, fixed fees 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

Sources

  1. Form ADV Part 1A, amendment filed 31 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 112332.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Intercontinental Real Estate Corporation and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.