Fca Partners, LLC

FCA Partners, LLC is an investment adviser firm established in 2013, based in Charlotte, NC. The firm specializes in providing discretionary investment advisory services primarily in commercial real estate assets, including multi-family, retail, office, mixed-use, and industrial/flex properties. The firm manages $741,183,053 of regulatory assets under management as of December 31, 2024. FCA charges clients asset-based management fees and may receive performance-based compensation and acquisition fees. Clients are managed on a discretionary basis, with the firm having the authority to make investment decisions without specific client consent. FCA's investment strategy focuses on consistent and disciplined investments in real estate assets throughout the United States, emphasizing value-oriented approaches and proactive asset management. The firm conducts extensive due diligence and risk assessment before making investments, with a strong emphasis on downside analysis. FCA has adopted policies to address potential conflicts of interest and operates to treat clients fairly and equitably. The firm provides detailed information on various risks associated with real estate investments, including market fluctuations, liquidity challenges, and regulatory risks. FCA has not been involved in any legal or disciplinary events in the past ten years. The firm actively monitors and manages client assets, prepares regular reports, and has custody of client assets subject to annual audits by independent accountants.