Elmtree Funds, LLC
SEC RegisteredDriving Growth With Mission Critical Industrial Real Estate
About the firm
ElmTree Funds is a real estate investment firm whose focused investment strategy seeks to identify opportunities in the build-to-suit, net-lease real estate market. The firm targets the acquisition of newly constructed, mission critical and operationally significant industrial assets leased to investment grade tenants on a long-term basis across the United States.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investing in single tenant, mission critical built-to-suit industrial assets leased on a long-term net-lease basis to credit-worthy tenants across the United States, including acquisition of newly constructed industrial properties.
Who they serve
Investment grade, credit-worthy tenants; institutional capital investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 16 | $7.8B |
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elmtree Funds, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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