AUMdb

National Real Estate Advisors, Llc

SEC-registered Investment Adviser CRD 148615 · SEC file 801-70744 · Washington, DC · WWW.NATADVISORS.COM
☆ Save with Pro ADV data as of Mar 26, 2026
Regulatory AUM
Discretionary
Clients
8
Avg AUM / client
Accounts
Employees
48

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 7 $0
Pension and profit sharing plans 1 $0

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
Electrical Workers Deferred Income Plan Local 103, I.B.E.W. Joint Board Of Trustees, Electrical 2024
Local Union No. 124 I. B. E. W. Pension Trust Fund Ibew Local Union No. 124 Pension Trust Fund 2024
Indiana Electrical Workers Pension Plan Indiana Electrical Workers Pension Trust Fund Ibew 2024
Ibew Local 43 & Electrical Contractors Pension Fund Ibew Local 43 & Electrical Contractors Pension Fund 2024
I.B.E.W. Local #910 Annuity Fund Trustees Of The I.B.E.W. Local 910 Annuity Fund Watertown, NY 2024
I.B.E.W. Local #910 Pension Fund Trustees Of The I.B.E.W. Local 910 Pension Fund Watertown, NY 2024
I.B.E.W. Local 490 Pension Fund Joint Board Of Trustees Of I.B.E.W. 490 Pension 2024
International Brotherhood Of Electrical Workers Local Union No. 99 Retirement Plan Board Of Trustees Ibew Local Union No. 99 Retirement Plan 2024
Local No. 41 Ibew Pension Plan Trustees Of Local No. 41 Pension Plan 2024
Ibew Local 129 Pension Fund Pension Plan Ibew Union Local 129 2024
I.B.E.W. Local 38 Pension Plan Ibew Local 38 Pension Plan 2024
N.E.C.A. I.B.E.W. Local Union No. 35 Pension Fund Bd Of Trustees N.E.C.A. I.B.E.W. Local Union No. 35 Pension Fund 2024
Ibew Local No. 86 Pension Fund Ibew Local No. 86 Pension Fund Board Of Trustees 2024
Ibew Local No. 32 Neca Pension Plan Board Of Trustees Of The Ibew Local No. 32 Neca Pension Plan 2024
Ibew Local Union 573 Profit Sharing Plan And Trust Profit Sharing Plan And Trust Ibew No. 573 Pension Trust Fund 2024
Ibew 332 Pension Plan Part A Board Of Trustees, Ibew 332 Pension Plan Part A 2024
Cascade Pension Trust Money Purchase Pension Plan Board Of Trustees, Cascade Pension Trust Money 2024
Ibew Local 683 Pension Fund Pension Plan Ibew Local 683 Board Of Trustees 2024
I B E W Local 673 Pension Plan Trustees Of Plan I B E W Local 673 Pension Plan 2024
National Electrical Benefit Fund Trustees Of The National Electrical Benefit Fund 2024
Ibew Local Union 64 Pension Plan Ibew Local Union 64 Pension Plan Joint Board Of Trades 2024
Ibew Local 573 Pension Plan Trustees Of Ibew Local No. 573 Pension Plan 2024
National Electrical Annuity Plan Trustees Of The National Electrical Annuity Plan 2024
Northern California Electrical Workers Pension Plan Board Of Trustees, Northern California Electrical 2024
Southern Electrical Retirement Fund Board Of Trustees Southern Electrical Retirement Fund 2024
International Brotherhood Of Electrical Workers Local Union 98 Pension Plan Board Of Trustees International Brotherh Electrical Workers Pension Pl 2024
I.B.E.W. Local Union # 654 Defined Benefit Pension Plan Ibew Lu 654 Pension Fund Trustees 2024
Maryland Electrical Industry Pension Plan Maryland Electrical Ind Pension 2024
Joint Pension Fund Local Union Ibew Joint Pension Fund Local Union 164 Ibew 2024
Ibew Local Union No. 98, Zone 2 Pension Trust Fund Ibew Local Union 98 2024
New Orleans Electrical Pension Fund Board Of Trustees Of The Noe Pension Plan 2024
I.B.E.W. Local Union No 357 Pension Trust Fund, Plan A I.B.E.W. Board Of Trustees For Local 357 Pension Trust Las Vegas, NV 2024

People (15)

NameRole / titleCredentialsWith firm sinceOwnership
Kanne, Jeffrey, John Chief Executive Officer And Director Oct 2008 (18y) Less than 5%
Difede, James, Robert Director Dec 2009 (17y) Less than 5%
Hass, Lawrence, Joel Director Dec 2009 (17y) Less than 5%
Ayivorh, Jeanne, Abbott Chief Operating Officer Jan 2010 (17y) Less than 5%
Verdi, Kevin, Michael Chief Investment Officer Jan 2010 (17y) Less than 5%
Quebe, Dennis, F. (Mio) Trustee Jan 2015 (12y) GP / trustee / elected manager of National Electrical Benefit Fund (indirect)
Colson, John, R. (Mio) Director Dec 2015 (11y) Less than 5%
Marco, John, Michael Director Dec 2015 (11y) Less than 5%
Cooper, Kenneth, Wells Trustee Jul 2017 (9y) GP / trustee / elected manager of National Electrical Benefit Fund (indirect)
Grau, John, M. (Mio) Director Apr 2019 (7y) Less than 5%
Westerholm, Jerry, R (Mio) Director Apr 2019 (7y) Less than 5%
Long, Thomas, David Trustee Jan 2020 (7y) GP / trustee / elected manager of National Electrical Benefit Fund (indirect)
Noble, Paul, A (Mio) Trustee Jan 2023 (4y) GP / trustee / elected manager of National Electrical Benefit Fund (indirect)
Versace, Kimberly, Marie Chief Compliance Officer Apr 2023 (3y) Less than 5%
Kasmark, Raymond, Eugene Director Jan 2024 (3y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Nrea Holdings, Llc Member Dec 2009 A 75% or more
National Electrical Benefit Fund Member Mar 2009 B 75% or more of Nrea Holdings, Llc, A Delaware Limited Liability Company (indirect)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Retirement plans served (32)

PlanSponsorParticipantsPlan assetsAs of
Electrical Workers Deferred Income Plan Local 103, I.B.E.W. Joint Board Of Trustees, Electrical 8,300 $1.8B 12/01/2024
Local Union No. 124 I. B. E. W. Pension Trust Fund Ibew Local Union No. 124 Pension Trust Fund 2,514 $384M 09/01/2024
Indiana Electrical Workers Pension Plan Indiana Electrical Workers Pension Trust Fund Ibew 2,806 $520M 07/01/2024
Ibew Local 43 & Electrical Contractors Pension Fund Ibew Local 43 & Electrical Contractors Pension Fund 925 $271M 07/01/2024
I.B.E.W. Local #910 Annuity Fund Trustees Of The I.B.E.W. Local 910 Annuity Fund 409 $79.4M 07/01/2024
I.B.E.W. Local #910 Pension Fund Trustees Of The I.B.E.W. Local 910 Pension Fund 334 $80.5M 07/01/2024
I.B.E.W. Local 490 Pension Fund Joint Board Of Trustees Of I.B.E.W. 490 Pension 231 $70.0M 06/01/2024
International Brotherhood Of Electrical Workers Local Union No. 99 Retirement Plan Board Of Trustees Ibew Local Union No. 99 Retirement Plan 804 $110M 06/01/2024
Local No. 41 Ibew Pension Plan Trustees Of Local No. 41 Pension Plan 675 $285M 05/01/2024
Ibew Local 129 Pension Fund Pension Plan Ibew Union Local 129 314 $123M 05/01/2024
I.B.E.W. Local 38 Pension Plan Ibew Local 38 Pension Plan 1,704 $446M 05/01/2024
N.E.C.A. I.B.E.W. Local Union No. 35 Pension Fund Bd Of Trustees N.E.C.A. I.B.E.W. Local Union No. 35 Pension Fund 408 $84.8M 05/01/2024
Ibew Local No. 86 Pension Fund Ibew Local No. 86 Pension Fund Board Of Trustees 727 $285M 04/01/2024
Ibew Local No. 32 Neca Pension Plan Board Of Trustees Of The Ibew Local No. 32 Neca Pension Plan 239 $41.0M 01/01/2024
Ibew Local Union 573 Profit Sharing Plan And Trust Profit Sharing Plan And Trust Ibew No. 573 Pension Trust Fund 289 $29.5M 01/01/2024
Ibew 332 Pension Plan Part A Board Of Trustees, Ibew 332 Pension Plan Part A 2,079 $817M 01/01/2024
Cascade Pension Trust Money Purchase Pension Plan Board Of Trustees, Cascade Pension Trust Money 2,271 $425M 01/01/2024
Ibew Local 683 Pension Fund Pension Plan Ibew Local 683 Board Of Trustees 2,940 $368M 01/01/2024
I B E W Local 673 Pension Plan Trustees Of Plan I B E W Local 673 Pension Plan 157 $84.9M 01/01/2024
National Electrical Benefit Fund Trustees Of The National Electrical Benefit Fund 343,794 $20.4B 01/01/2024
Ibew Local Union 64 Pension Plan Ibew Local Union 64 Pension Plan Joint Board Of Trades 313 $43.2M 01/01/2024
Ibew Local 573 Pension Plan Trustees Of Ibew Local No. 573 Pension Plan 266 $61.2M 01/01/2024
National Electrical Annuity Plan Trustees Of The National Electrical Annuity Plan 89,789 $18.1B 01/01/2024
Northern California Electrical Workers Pension Plan Board Of Trustees, Northern California Electrical 1,499 $697M 01/01/2024
Southern Electrical Retirement Fund Board Of Trustees Southern Electrical Retirement Fund 13,044 $2.2B 01/01/2024

Top 25 of 32 plans by assets.

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/26/2026 1.18 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients
  • Pension consulting services
  • Other services

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.

View current Form ADV (SEC/IAPD) ↗