{"url":"https://nivawealth.com/firms/seniors-housing-fund-manager-334006","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/334006","regulatoryAum":3787103316,"crd":"334006","history":[{"filedOn":"2025-05-21","regulatoryAum":799810863,"clients":1,"employees":36,"offices":3},{"filedOn":"2026-03-31","regulatoryAum":3787103316,"clients":8,"employees":40,"offices":3}],"secFileNumber":"801-131727","legalName":"Seniors Housing Fund Manager LLC","displayName":"Seniors Housing Fund Manager","slug":"seniors-housing-fund-manager-334006","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4500 Dorr Street","city":"Toledo","state":"OH","stateName":"Ohio","country":"United States","postalCode":"43615"},"tradeNames":[],"registration":{"secApproved":"21 January 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":40,"advisory":18,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":3787103316,"discretionary":3787103316,"discretionaryAccounts":8,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":8,"regulatoryAum":3787103316}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Seniors Housing Fund Manager has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Matthew McQueen","title":"Chief Compliance Officer, Chief Legal Officer and General Counsel","crd":"8014829"},{"name":"Nikhil Chaudhri","title":"Chief Investment Officer","crd":"5793194"}],"ownership":[{"label":"Welltower Op LLC","detail":"Sole member in the 75% or more ownership band and a control person, since October 2024."},{"label":"Welltower Inc.","detail":"Indirect owner: a member of Welltower Op LLC in the 75% or more band and a control person, since May 2022.","parent":"Welltower Op LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"1345 Avenue of the Americas","city":"New York"}]},{"state":"Ohio","offices":1,"addresses":[{"street":"4500 Dorr Street","city":"Toledo","headquarters":true}]},{"state":"Texas","offices":1,"addresses":[{"street":"8115 Preston Road, Suite 400","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"419-247-2800","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":4},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/334006/PDF/334006.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 Seniors Housing Fund Manager have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Seniors Housing Fund Manager offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Seniors Housing Fund Manager have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Seniors Housing Fund Manager?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Seniors Housing Fund Manager get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Seniors Housing Fund Manager?","answer":"Seniors Housing Fund Manager’s main office is at 4500 Dorr Street, Toledo, OH 43615. Its phone number is 419-247-2800.","source":"Form ADV Part 1A, Item 1.F, filed 31 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."}