AUMdb

Saratoga Realty Investors Llc

SEC-registered Investment Adviser CRD 172600 · SEC file 802-112111 · Chicago, IL · WWW.SARATOGAINVESTORS.COM
☆ Save with Pro ADV data as of Mar 24, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$95.0M $200M
Sep 9, 2014 Mar 17, 2017

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026

Private funds (4)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $69.1M combined gross assets

FundTypeDomicileGross assetsOwners
Saratoga Dewitt Iv, Llc Real Estate Fund Illinois $26.7M 31
Saratoga 7 Master Fund, Llc Real Estate Fund Colorado $22.2M 15
Saratoga V, Llc And Saratoga V Lotus, Llc Real Estate Fund Illinois $15.2M 14
Saratoga Fund Ii, L.P And Saratoga Reit Ii, Inc Other Private Fund Illinois $5.0M 54

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Campbell, Mark, Thomas Co Founder And Managing Member Aug 2014 (12y) 50% – 75%
Hoshino, Maxwell, Yuichi Co Founder, Chief Compliance Officer And Managing Member Aug 2014 (12y) 50% – 75%

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 (4, $69.1M gross assets)

FundTypeGross assetsMin. investmentOwners
Saratoga Dewitt Iv, Llc Real Estate Fund $26.7M $250K 31
Saratoga 7 Master Fund, Llc Real Estate Fund $22.2M $200K 15
Saratoga V, Llc And Saratoga V Lotus, Llc Real Estate Fund $15.2M $100K 14
Saratoga Fund Ii, L.P And Saratoga Reit Ii, Inc Other Private Fund $5.0M $1.0M 54

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/24/2026 1.11 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

Not reported.

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 24, 2026.

View current Form ADV (SEC/IAPD) ↗