Asana Partners, Lp

Asana Partners, LP is a registered investment adviser based in Charlotte, NC, established in August 2016. The firm specializes in providing investment advisory services primarily through private real estate pooled investment vehicles. Asana Partners manages Value-Add Funds, Core Funds, and a Debt Investment Vehicle, investing in real estate assets in the United States. As of March 31, 2025, the firm's Regulatory Assets Under Management totaled $6,794,200,427 managed on a discretionary basis. Fees are typically a percentage of capital commitments or net asset value, payable quarterly. Asana Partners may earn performance-based fees and carried interest distributions based on investment returns. Clients must be accredited investors with varying minimum investment amounts. The firm employs a research-driven approach to neighborhood selection and values sustainability and ethical investing. Investment strategies focus on value-add and core real estate assets. Asana Partners has a comprehensive due diligence process to mitigate risks associated with investments. The firm does not have any disciplinary events to disclose and maintains a Code of Ethics to ensure ethical conduct. Asana Partners does not maintain physical custody of client assets but arranges independent audits as required. The firm exercises investment discretion for certain funds and does not engage in voting client securities. Client privacy is a top priority, and Asana Partners has policies in place to protect personal information.