Situsamc Real Estate Valuation Services, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 1
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 169
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 1 | $0 | — |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Franco, Michael | Chief Executive Office | Jul 2019 (7y) | Less than 5% | |
| Wallace, Lisa, L | General Counsel, Chief Risk Officer, And Chief Compliance Officer | Apr 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Situs Group Llc | Sole Member | Feb 2014 | A | 75% or more |
| Situsamc Holdings Corporation | Owner | Jul 2019 | B | ≈ 42.19% – 100% via Situs Group Holdings Corporation |
| Situs Group Holdings Corporation | Sole Member | Mar 2015 | B | ≈ 56.25% – 100% via Situs Group Llc |
| Situsamc Group Holdings, Lp | Owner | Jul 2019 | B | ≈ 31.64% – 100% via Situsamc Holdings Corporation |
| Port Aux Choix Private Investments, Inc | Sponsor Member | Apr 2020 | B | ≈ 7.91% – 50% via Situsamc Group Holdings, Lp |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Situsamc Holdings Corporation: 75% – 100% of Situs Group Holdings Corporation × 75% – 100% of Situs Group Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Situs Group Holdings Corporation: 75% – 100% of Situs Group Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Situsamc Group Holdings, Lp: 75% – 100% of Situsamc Holdings Corporation × 75% – 100% of Situs Group Holdings Corporation × 75% – 100% of Situs Group Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Port Aux Choix Private Investments, Inc: 25% – 50% of Situsamc Group Holdings, Lp × 75% – 100% of Situsamc Holdings Corporation × 75% – 100% of Situs Group Holdings Corporation × 75% – 100% of Situs Group Llc × 75% – 100% direct ≈ 7.91% – 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 908 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Pension consulting services
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 26, 2026.
View current Form ADV (SEC/IAPD) ↗