V3 Capital Management, L.p.

SEC-regulated
Registered investment advisor
V3 Capital Management, L.P. is a financial advisor firm founded by Charles P. Fitzgerald in 2011, specializing in real estate securities investments. The firm manages private pooled investment vehicles, including V3 Realty Partners, Tigris Fund, Offshore Fund, and Trading Fund. V3CM's investment philosophy focuses on generating attractive total returns by investing in publicly-traded real estate securities, primarily REITs. As of December 31, 2022, V3CM managed approximately $517,853,000 in net assets on a discretionary basis for the Funds. The firm charges management fees and incentive allocations based on each Fund's offering documents. V3CM has adopted a Code of Ethics to ensure fair and ethical practices, including restrictions on personal trading by employees. The firm has custody of client funds and securities and complies with the Custody Rule. V3CM exercises investment discretion for the Funds and engages in proxy voting for client securities. Charles P. Fitzgerald, the Senior Managing Partner, has over 25 years of real estate and securities investment experience and holds a CFA charter. There are no disciplinary events related to Mr. Fitzgerald. The firm's brokerage practices focus on obtaining best execution for client transactions and may involve soft dollar benefits for research services. V3CM conducts regular reviews of client portfolios and provides account reports to clients periodically.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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