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AEGIS FINANCIAL ADVISORY
AEGIS FINANCIAL ADVISORY is an asset manager based in Lake Oswego, founded 2013; the Altss profile covers its classification, headquarters, registration, AUM...
Overview
AEGIS FINANCIAL ADVISORY is a state-registered investment adviser in LAKE OSWEGO, OR. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
2013
Location
Region
North America
Country
United States
City
Lake Oswego
Corporate office
New York, NY, United States
Principals
Scott D. Kintzing
Chief Executive Officer
Peter T. Allen
Chairman
Sector focus
Frequently asked questions
What type of vehicle does AEGIS manage, and how does liquidity work for investors?
AEGIS advises an interval-style non-traded REIT. Investors cannot redeem shares daily; instead, the REIT offers quarterly share repurchases capped at 5% of the aggregate outstanding shares per quarter. This structure is designed for real estate credit strategies where the underlying loans and preferred-equity positions are inherently illiquid and long-dated.
Who makes investment decisions at AEGIS?
Scott D. Kintzing, the CEO and co-founder, leads the investment team alongside Chairman Peter T. Allen. The firm's small, concentrated structure means the co-founders are directly involved in originating and structuring loans. Their SEC filings do not disclose a separate investment committee with external or independent members.
Does AEGIS manage any other vehicles or funds beyond the single REIT?
There is no public record of AEGIS launching or managing additional fund structures, co-investment vehicles, or separate managed accounts. The firm's entire advisory business as disclosed to the SEC is concentrated in providing external management to one publicly registered non-traded REIT.
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