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.
AEW Capital Management has more than $39.11 billion in assets under management.
AEW Capital Management, L.P. 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, France’s second-largest banking group.
What Types of Clients Does AEW Capital Management, L.P. Accept?
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.
AEW Capital Management, L.P. Minimum Account Sizes
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. 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, L.P.
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’s investment philosophy focuses on real estate investing, using analytical tools to value properties or real estate companies.
Fees Under AEW Capital Management, L.P.
There is no formal fee schedule at AEW. Compensation for 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.
What to Watch Out For
As noted above, AEW is not an individual asset management firm and won’t be able to provide you those services.
There are no disclosures on AEW’s record in the past ten years.
Opening an Account With AEW Capital Management, L.P.
If you or an institution you work with is interested in AEW’s services you can call the main office at (617) 261-9000.
Where Is AEW Capital Management, L.P. Located?
The firm’s headquarters are at Two Seaport Lane, Boston, Massachusetts 02210. Additional offices can be found in Milan, Dusseldorf, Paris, Frankfurt, Prague, Hong Kong, Singapore, London, Sydney, Los Angeles, Tokyo, Luxembourg, Warsaw and Madrid.
Tips for Investment
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