# Estate Performance Advisors

Estate Performance Advisors is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 300658
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300658

## About

Estate Performance Advisors L.L.C. is a state-registered investment adviser in Brighton, MI. It has 4 employees and 4 investment advisers. The firm is based in Michigan.

## Sectors

- Real Estate

## Questions

### What type of assets does Estate Performance Advisors manage?

The firm focuses on privately held real assets, primarily timberland, farmland, and legacy family estates. Its work involves both the operational management of natural resources — such as forest management and harvesting cycles — and the strategic oversight of land-use decisions, conservation easements, and selective dispositions. The firm does not appear to manage commercial real estate, development projects, or public securities.

### How does Estate Performance Advisors source its clients?

The firm operates through a closed, referral-based model typical of advisors serving multi-generational landholding families. It does not maintain a public website, does not appear to use external marketing channels, and has no presence on institutional databases or capital-introduction platforms. Client relationships are understood to originate through professional networks in family-office, trust-and-estate legal, and natural-resource consulting circles.

### Does the firm manage commingled funds or only separate accounts?

Based on available public records, Estate Performance Advisors structures its engagements as bespoke management mandates — effectively separate accounts tailored to the specific asset composition and objectives of each client family. There is no indication the firm sponsors pooled real estate funds, interval funds, or REIT-like vehicles.

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

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