Albany Road Investment Advisers, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 5
- Avg AUM / client
- $249M
- Accounts
- 5
- Employees
- 25
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $1.2B | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $63.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Albany Road Ii University Office Park Llc | Real Estate Fund | Delaware | $63.6M | 77 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Callander, Clark, Newton | Managing Partner | Oct 2002 (24y) | ≈ 14.06% – 50% via Tallac Partners Llc | |
| Mcinerney, Mark, Jeffrey | Managing Partner | Jun 2012 (14y) | ≈ 14.06% – 50% via 1797 Partners Llc | |
| Strandberg, Steven, F (Mi Only) | Managing Partner | Jun 2012 (14y) | ≈ 14.06% – 50% via Lm Partners Llc | |
| Knisley, Christopher, John | President, Managing Partner | Jul 2012 (14y) | Less than 5% | |
| Egan, John, Merrick | Managing Director | Apr 2017 (9y) | Less than 5% | |
| Hoag, Brandon, Lee | Managing Director | Apr 2018 (8y) | Less than 5% | |
| Burke, Jeffrey, Michael | Chief Financial Officer | Jan 2019 (8y) | Less than 5% | |
| Foresman, Jeffrey, Robert | Managing Director | Sep 2019 (7y) | Less than 5% | |
| Cloud, Joseph, Prescott | Managing Partner | Mar 2021 (5y) | Less than 5% | |
| Silvestri, Matthew, Charles | Controller And Compliance Director | Mar 2021 (5y) | Less than 5% | |
| Adamczyk, Denise, Marie | Chief Compliance Officer | Dec 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Albany Road Real Estate Partners Llc | Owner | Oct 2017 | A | 75% or more |
| Albro, Peter | Managing Director | May 2021 | A | Less than 5% |
| Jenkins, Walter W | Managing Director | Feb 2022 | A | Less than 5% |
| Tallac Partners Llc | Member | Jul 2012 | B | ≈ 18.75% – 50% via Albany Road Real Estate Partners Llc |
| 1797 Partners Llc | Member | Jul 2012 | B | ≈ 18.75% – 50% via Albany Road Real Estate Partners Llc |
| Lm Partners Llc | Member | Jul 2012 | B | ≈ 18.75% – 50% via Albany Road Real Estate 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):
- Callander, Clark, Newton: 75% – 100% of Tallac Partners Llc × 25% – 50% of Albany Road Real Estate Partners Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Mcinerney, Mark, Jeffrey: 75% – 100% of 1797 Partners Llc × 25% – 50% of Albany Road Real Estate Partners Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Strandberg, Steven, F (Mi Only): 75% – 100% of Lm Partners Llc × 25% – 50% of Albany Road Real Estate Partners Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Tallac Partners Llc: 25% – 50% of Albany Road Real Estate Partners Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- 1797 Partners Llc: 25% – 50% of Albany Road Real Estate Partners Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Lm Partners Llc: 25% – 50% of Albany Road Real Estate Partners Llc × 75% – 100% direct ≈ 18.75% – 50% 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.
Private funds (1, $63.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Albany Road Ii University Office Park Llc | Real Estate Fund | $63.6M | $50.0K | 77 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.16 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
Custody
Firm reports it does not have 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗