AEW Capital Management, L.P. is a fee-only firm based in Boston. It does not generally provide investment advice to individuals. If you are looking for an advisor who works with individual investors, consider finding one with SmartAsset’s free financial advisor matching service.
As such a large firm, AEW is well known in its community and even around the country and the world. It has a commitment to corporate responsibility, as is evidenced by materials on its website. The company consistently invests billions of dollars in projects around the world.
AEW Capital Management Background
AEW was founded in 1981. It is an autonomous indirect subsidiary of Natixis Investment Managers, L.P., which is, in turn, an indirect subsidiary of Natixis Investment Managers, an international asset management group based in Paris, France. Natixis IM is owned by Natixis, a French investment banking and financial services firm. Natixis is principally owned by BPCE, one of France’s largest banking groups.
AEW Capital Management Client Types and Minimum Account Sizes
As noted above, AEW does not accept individual investors as clients. If you are looking for a firm that does, consider finding one with SmartAsset’s free financial advisor matching service.
The clients AEW does accept include investment companies, pooled investment vehicles, pension and profit-sharing plans, state or municipal government entities, charitable organizations, insurance companies, sovereign wealth funds or foreign official institutions and corporations.
The minimum account size for separately managed accounts and commingled vehicles varies based on the account and the strategy. It is generally somewhere between $1 million and $5 million for the commingled vehicles that AEW sponsors, though the average commitment is typically higher. For some of the other programs, such as separately managed accounts targeting direct or indirect investment in real property, it will likely be around $100 million.
Services Offered by AEW Capital Management
The following services are offered by AEW:
- Investment advisory services relating to direct and indirect investments in real estate and real estate-related securities
- Separately managed accounts
- Privately offered commingled vehicles
- Collective investment trust
- Mutual fund
AEW Capital Management Investment Philosophy
AEW’s investment philosophy focuses on real estate investing, using analytical tools such as qualitative and quantitative analysis to value properties or real estate companies.
Fees Under AEW Capital Management
There is no formal fee schedule at AEW. Compensation for an investment advisor is individually negotiated by clients. It could include fees based on assets under management, performance-based fees, investment acquisition and disposition fees and other negotiated fees.
AEW Capital Management Awards and Recognition
AEW is widely recognized as a premier investment management firm in the U.S. and in the world, as it works in several different countries with tons of investments that span billions of dollars. It has received awards and recognition from organizations around the world for all different parts of its business.
What to Watch Out For
There is a single disclosure on AEW’s record in the past ten years. It is directly related to an affiliated account and concluded in 2021.
This firm may accept performance-based fees from clients, which is potentially a conflict of interest. However, the firm's fiduciary duty means it must act in clients' best interests, at all times.
Opening an Account With AEW Capital Management
If you or an institution you work with is interested in AEW’s services you can call the main office to get in touch. You can also contact the firm through its website.
All information is accurate as of the writing of this article.
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