Sullivan Realty Capital, Llc
- Regulatory AUM
- $5.6B
- Discretionary
- $5.5B
- Clients
- 10
- Avg AUM / client
- $557M
- Accounts
- 10
- Employees
- 76
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $5.6B | 100.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shatz, Brian, Jacob | Managing Principal | Aug 2008 (18y) | ≈ 21.09% – 75% via Mrc Management Llc | |
| Tantleff, Adam, Jeffrey | Managing Principal | Aug 2008 (18y) | Less than 5% | |
| Zegen, Joshua, Benjamin | Managing Principal | Aug 2008 (18y) | ≈ 21.09% – 75% via Mrc Management Llc | |
| Speiser, David, Scott | Chief Legal Officer (Equivalent) | May 2012 (14y) | Less than 5% | |
| Yap, Urian, Heinrik | Chief Financial Officer | Mar 2021 (5y) | Less than 5% | |
| Harris, Brad, Stuart | Chief Compliance Officer And Deputy General Counsel | Dec 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mrc Advisor Holdings Llc | Managing Member | Jan 2021 | A | 75% or more |
| Madison Realty Capital Partners Llc | Managing Member | Jan 2021 | B | ≈ 56.25% – 100% via Mrc Advisor Holdings Llc |
| Mrc Management Llc | Managing Member | May 2022 | B | ≈ 42.19% – 100% via Madison Realty Capital Partners Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Shatz, Brian, Jacob: 50% – 75% of Mrc Management Llc × 75% – 100% of Madison Realty Capital Partners Llc × 75% – 100% of Mrc Advisor Holdings Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Zegen, Joshua, Benjamin: 50% – 75% of Mrc Management Llc × 75% – 100% of Madison Realty Capital Partners Llc × 75% – 100% of Mrc Advisor Holdings Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Madison Realty Capital Partners Llc: 75% – 100% of Mrc Advisor Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Mrc Management Llc: 75% – 100% of Madison Realty Capital Partners Llc × 75% – 100% of Mrc Advisor Holdings Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.82 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
- • Other fees
- • SERVICING, ORIGINATION, PROPERTY MGT, CONSTRUCTION FEES
Services
- • Portfolio management for pooled investment vehicles
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗