Seniors Housing Fund Manager provides portfolio management for pooled vehicles. The firm advises 4 private funds.
Seniors Housing Fund Manager reports 8 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($3.79B across 8 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 | 8 | $3.79B | 100.0% | $473M |
| Total | 8 | $3.79B | 100% | $473M |
- Clients
- 8
- Regulatory AUM
- $3.79B
- AUM share
- 100.0%
- Avg. per client
- $473M
Total
- Clients
- 8
- Regulatory AUM
- $3.79B
- AUM share
- 100%
- Avg. per client
- $473M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 4
Seniors Housing Fund Manager is paid through a percentage of assets under management and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Welltower Op LLC owns 75% or more of Seniors Housing Fund Manager and is in turn owned by Welltower Inc. (75% or more). The leadership team of Seniors Housing Fund Manager includes Chief Investment Officer Nikhil Chaudhri and Chief Compliance Officer Matthew McQueen. It has 40 employees, 18 of them in advisory roles.
Leadership
- Matthew McQueenChief Compliance Officer, Chief Legal Officer and General Counsel
- Nikhil ChaudhriChief Investment Officer
Staff
- 40 employees
- 18 in advisory functions
- Owns 75% or more of Seniors Housing Fund Manager LLC
Welltower Op LLC
Control person · since October 2024
- Owns 75% or more of Welltower Op LLC
Welltower Inc.
Control person · since May 2022
Seniors Housing Fund Manager’s regulatory assets grew 4.7× from $800M (May 2025) to $3.79B (March 2026); clients rose from 1 to 8 and employees from 36 to 40.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $3.79B | 8 | 40 | 3 |
| May 2025 | $800M | 1 | 36 | 3 |
Besides its headquarters, Seniors Housing Fund Manager has 2 offices, with 3 listed addresses in New York, Ohio and Texas.
New York · 1 listed address
- 1345 Avenue of the Americas, New York
Ohio · 1 listed address
- 4500 Dorr Street, ToledoHQ
Texas · 1 listed address
- 8115 Preston Road, Suite 400, Dallas
Contact and registration details
- Legal name
- Seniors Housing Fund Manager LLC
- Headquarters
- 4500 Dorr Street, Toledo, OH 43615
- Website
- Not reported
- Phone
- 419-247-2800
- SEC file
- 801-131727
- Structure
- Delaware LLC
- Fiscal year end
- December
Seniors Housing Fund Manager has custody of client assets.
How many clients does Seniors Housing Fund Manager have?
Seniors Housing Fund Manager has 8 clients and manages $3.79 billion for them, as of March 2026. They include 8 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Seniors Housing Fund Manager offer?
Seniors Housing Fund Manager 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 Seniors Housing Fund Manager have?
Seniors Housing Fund Manager has 0 investment adviser representatives registered with state securities authorities, out of 40 employees, and 18 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 Seniors Housing Fund Manager?
Seniors Housing Fund Manager is owned through a holding company by Welltower Inc. Its direct owner is Welltower Op LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Seniors Housing Fund Manager get paid?
Seniors Housing Fund Manager is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees 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 Seniors Housing Fund Manager?
Seniors Housing Fund Manager’s main office is at 4500 Dorr Street, Toledo, OH 43615. Its phone number is 419-247-2800.