Edelweiss Alternative Asset Advisors

Evidence PackPROIndependent

Real Estate Website

AUM

$803M

Ownership

independent

Stakeability

44 / LOW

Priority

Tier

Employees

Edelweiss Alternative Asset Advisors is an independent alternative asset advisor specializing in real estate investments.

SEC RegisteredFund PerformanceTeam DataRegulatory

Coverage

33%

Adaptive profile: standard

Signals present

4/12

SEC / ADVFund Performance(41)BDC Exposure(0)13F Holders(0)Team(30)ILS Deals(0)Regulatory(2)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

44 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

160255

SEC File Number

801-74475

Registration Type

Registered

Filing Date

Mar 31, 2025

Employee Count

N/A

Discretionary AUM

$136.9B

Private Funds

PE Funds

VC Funds

N/A

RE Funds

Hedge Funds

N/A

Gross Assets (Private)

$14.4B

Source: SEC IAPD