Finanz Butik Capital Management, LLC

Finanz Butik Capital Management, LLC provides discretionary investment management to private funds, primarily facilitating foreign investor access to U.S. commercial and multi-family real estate opportunities as set out in each fund’s private placement memorandum and investment management agreement. The firm’s services are delivered to pooled vehicles rather than individual retail clients and are tailored to the objectives and restrictions specified in each fund’s governing documents.

The firm targets a mix of real-estate-related strategies—categorized broadly as fixed-income-style positions, income-producing “core” assets, and higher-return equity or development “plus” projects—and evaluates opportunities using both fundamental and technical analysis tools. Portfolio management is conducted under the discretionary authority described in each fund agreement, and clients may set reasonable trading restrictions through their contractual documents.

Noteworthy features for a small, state-registered investment manager include its relatively modest assets under management and single-advisor operating model, an affiliated entity that serves as general partner to its pooled vehicles, and referral arrangements with an unaffiliated adviser for certain investors. The firm also relies on the private audit exemption for custody (providing PCAOB-audited financials to investors), maintains a formal code of ethics and compliance program, and generally does not vote proxies for clients unless specifically authorized in the IMA.