Adam Jason Lotterman
Gründer bei Bluerock Fund Advisor LLC
Profil
Adam Jason Lotterman founded Bluerock Fund Advisor LLC, where he worked as Co-Portfolio Manager.
Mr. Lotterman also formerly worked at Bayview Asset Management LLC, as Senior Valuation Analyst from 2010 to 2011, Bluerock Total Income+ Real Estate Fund, as Co-Chief Investment Officer, and Forman Capital Ventures LLC, as Vice President from 2011 to 2012.
Mr. Lotterman received his graduate degree in 2006 from Florida International University and undergraduate degree in 1997 from the University of Florida.
Aktive Positionen von Adam Jason Lotterman
Unternehmen | Position | Beginn |
---|---|---|
Bluerock Fund Advisor LLC
Bluerock Fund Advisor LLC Investment ManagersFinance Bluerock Fund Advisor LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Adam Lotterman and is a subsidiary of Bluerock Asset Management LLC, which in turn is a subsidiary of Bluerock Real Estate Holdings LLC. Bluerock Fund Advisor provides portfolio management services to individual investors. They serve as the Portfolio Manager of Bluerock Total Income + Real Estate Fund. | Gründer | - |
Ehemalige bekannte Positionen von Adam Jason Lotterman
Unternehmen | Position | Ende |
---|---|---|
Forman Capital Ventures LLC | Corporate Officer/Principal | 01.01.2012 |
Bayview Asset Management LLC
Bayview Asset Management LLC Investment ManagersFinance Bayview Asset Management LLC (Bayview) is a SEC-registered investment advisor headquartered in Coral Gables, Florida. Founded in 1993, Bayview provides discretionary investment management services to private pooled investment vehicles. | Corporate Officer/Principal | 01.01.2011 |
Bluerock Total Income+ Real Estate Fund
Bluerock Total Income+ Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock Total Income+ Real Estate Fund is a non-diversified, closed-end management investment company, which is operated as an interval fund. It offers individual investors access to a portfolio of institutional real estate securities managed by top-ranked fund managers. The fund seeks to provide a comprehensive real estate holding designed to provide a combination of current income, capital preservation, long-term capital appreciation and enhanced portfolio diversification with low to moderate volatility and low correlation to the broader equity and fixed income markets. The company was founded on May 25, 2012 and is headquartered in New York, NY. | Chief Investment Officer | - |
Ausbildung von Adam Jason Lotterman
Florida International University | Graduate Degree |
University of Florida | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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Bluerock Fund Advisor LLC
Bluerock Fund Advisor LLC Investment ManagersFinance Bluerock Fund Advisor LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Adam Lotterman and is a subsidiary of Bluerock Asset Management LLC, which in turn is a subsidiary of Bluerock Real Estate Holdings LLC. Bluerock Fund Advisor provides portfolio management services to individual investors. They serve as the Portfolio Manager of Bluerock Total Income + Real Estate Fund. | Finance |
Bayview Asset Management LLC
Bayview Asset Management LLC Investment ManagersFinance Bayview Asset Management LLC (Bayview) is a SEC-registered investment advisor headquartered in Coral Gables, Florida. Founded in 1993, Bayview provides discretionary investment management services to private pooled investment vehicles. | Finance |
Bluerock Total Income+ Real Estate Fund
Bluerock Total Income+ Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock Total Income+ Real Estate Fund is a non-diversified, closed-end management investment company, which is operated as an interval fund. It offers individual investors access to a portfolio of institutional real estate securities managed by top-ranked fund managers. The fund seeks to provide a comprehensive real estate holding designed to provide a combination of current income, capital preservation, long-term capital appreciation and enhanced portfolio diversification with low to moderate volatility and low correlation to the broader equity and fixed income markets. The company was founded on May 25, 2012 and is headquartered in New York, NY. | Miscellaneous |
Forman Capital Ventures LLC |