Realterm
SEC RegisteredInvestments that keep the world moving.
About the firm
Realterm is a transportation-focused independent global investment manager that owns and manages transportation real estate and infrastructure assets serving land, air, sea, and rail networks across the world.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Realterm manages transportation sector private equity funds globally, acquires real estate assets that optimize the movement of goods through supply chains, develops high-quality and sustainable properties worldwide, and implements sustainability strategies impacting the logistics sector.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 16 | $10.9B |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Closed-End Funds (pre-Stepdown) | 1.50% |
| Closed-End Funds (post-Stepdown) | 1.50% |
| Open-End Funds (lower bound) | 0.85% |
| Open-End Funds (upper bound) | 1.25% |
Data as of March 30, 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. Realterm 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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