{"url":"https://nivawealth.com/firms/intercontinental-real-estate-112332","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/112332","regulatoryAum":12175868901,"crd":"112332","secFileNumber":"801-56643","legalName":"Intercontinental Real Estate Corporation","displayName":"Intercontinental Real Estate","website":"https://www.intercontinental.net","linkedinUrl":"https://www.linkedin.com/company/intercontinental-real-estate-corp/","founded":null,"organization":"Massachusetts corporation","fiscalYearEnd":"December","headquarters":{"street":"1270 Soldiers Field RD","city":"Boston","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02135-1003"},"tradeNames":[],"registration":{"secApproved":"23 July 1999","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":122,"advisory":39,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":12175868901,"discretionaryAccounts":2,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":12175868901}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Intercontinental Real Estate has custody of $12.18B for 2 clients.","otherCustodians":[],"leadership":[{"name":"Peter Palandjian","title":"Chairman, Chief Executive Officer, Director and Stockholder","crd":"1480023"},{"name":"Paul Nasser","title":"President","crd":"1289108"},{"name":"David Carella","title":"Chief Financial Officer","crd":"7650989"},{"name":"Sean Ruhmann","title":"Chief Operating Officer","crd":"4862370"},{"name":"Kendall Brook","title":"Chief Compliance Officer","crd":"2892774"},{"name":"Leon Palandjian","title":"Chief Risk Officer","crd":"1480026"},{"name":"Thomas Taranto","title":"Chief Investment Officer, Director","crd":"5310448"}],"ownership":[{"label":"Peter Palandjian","detail":"Chairman, chief executive officer, director and stockholder in the 50% to 75% ownership band and a control person, since May 1993."},{"label":"Intercontinental Holdings, LLC","detail":"Stockholder in the 25% to 50% ownership band and a control person, since June 2006."},{"label":"The MPMM Realty Insurance Trust","detail":"Indirect owner: a stockholder of Intercontinental Holdings, LLC in the 75% or more band and a control person, since June 2006.","parent":"Intercontinental Holdings, LLC"},{"label":"Gregory Lee","detail":"Indirect owner: trustee of The MPMM Realty Insurance Trust and a control person, since March 2012.","parent":"The MPMM Realty Insurance Trust"},{"label":"Leon Palandjian","detail":"Indirect owner: trustee of The MPMM Realty Insurance Trust and a control person, since January 2021.","parent":"The MPMM Realty Insurance Trust"},{"label":"Joseph Nolan","detail":"Indirect owner: trustee of The MPMM Realty Insurance Trust and a control person, since June 2023.","parent":"The MPMM Realty Insurance Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":10,"privateResidences":8},"listedOfficeAddresses":3,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"15260 Ventura Boulevard","city":"Sherman Oaks"}]},{"state":"Massachusetts","offices":2,"addresses":[{"street":"1270 Soldiers Field RD","city":"Boston","headquarters":true},{"street":"367 Western Avenue","city":"Boston"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-782-2600","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Other"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/112332/PDF/112332.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Intercontinental Real Estate have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Intercontinental Real Estate offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Intercontinental Real Estate have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Intercontinental Real Estate?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Intercontinental Real Estate get paid?","answer":"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","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."}