# AEGIS FINANCIAL ADVISORY

AEGIS FINANCIAL ADVISORY is an Asset Manager based in Lake Oswego, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Lake Oswego, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** aegisfinancialadvisory.com

## Regulatory record

- **CRD number:** 137602
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137602

## About

AEGIS FINANCIAL ADVISORY is a state-registered investment adviser in LAKE OSWEGO, OR. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services
- Private Credit

## People

- Scott D. Kintzing — Chief Executive Officer
- Peter T. Allen — Chairman

## 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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Last updated: 2026-06-03T20:00:00.000Z

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