9AT: PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS

Adviser Profile

As of Date	09/28/2026
Registration	SEC, Approved, 02/13/2023
Other registrations (1)	SEC, 120-Day Approval, 02/13/2023
ADV Location	SOUTHFIELD, MI, United States
Contact Info	(24 xxxxxxx
Websites

AUM^*	261,345,232 -3%
of that, discretionary	0
Number of Employees	16 14%
of those in investment advisory functions	11 38%
Private Fund GAV^*	0
Avg Account Size	261,345,232 -3%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Other investment advisers

Advisory Activities

- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser WEALTHSHIELD LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser PRIVATE ADVISOR NETWORK, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser TRUST ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser METAL FINANCE	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser BLACKCROWN	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser ADAMS FUNDS ADVISERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser 1291 GROUP OF THE AMERICAS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser KAYNE ANDERSON FUND ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser MARINER WEALTH	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser ZENO AN SOLUTIONS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-

Brochure Summary

Overview

Plante Moran Real Estate Investment Advisors, LLC (“PMREIA”) is an investment adviser registered with the United States Securities and Exchange Commission (“SEC”) engaged in providing non-discretionary, real estate securities-related investment advisory services. PMREIA is an affiliate of P&M Holding Group, LLP. PMREIA was formed as a limited liability company in 2013 and requested registration as an investment adviser with the SEC in January, 2023. PMREIA is owned by P&M Holding Group, LLP, and by Realpoint Member, LLC. Ownership of P&M Holding Group, LLP and Realpoint Member, LLC, respectively, is spread among the various professionals associated with the Plante Moran organization. PMREIA offers investment advisory services for client securities portfolios (“RIA Services”) and also offers direct real estate- related services not involving securities, (“Non-RIA Services”). PMREIA has entered into a subadvisory agreement with Plante Moran Financial Advisors, LLC (“PMFA”), an affiliated investment adviser, to support PMFA’s advisory services to individuals and other entities including family office and institutional clients. Under the subadvisory agreement, PMREIA offers support services to PMFA’s Alternative Investment Research Team,

Client Service Team and when requested, for client-specific real estate consulting services. RIA Services include but are not limited to identifying opportunities for investments in SEC-registered and privately offered real estate securities. In addition to the advisory services offered to its clients, PMREIA provides support to PMFA by presenting information to certain PMFA clients about one or more real estate securities or real estate funds. With respect to its subadvisory relationship with PMFA, PMREIA’s role is limited to summarizing, explaining, and answering questions about the review, and the analysis in the PMREIA Report related to PMFA monitored real estate securities only. PMREIA will provide continuous and regular supervision of subadvised assets, and PMFA is responsible for selection, management, or implementation services for PMFA’s clients, with respect to PMFA’s monitored real estate securities. PMREIA supports PMFA in assessing investment needs, circumstances, and/or the suitability of given investments or strategies for specific PMFA clients. Non-RIA Services are subject to a separate engagement and fee schedule. As of June 30, 2023 PMREIA has $307,564,602 in non-discretionary assets under management.

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS

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Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC REALPOINT INVESTMENT ADVISORS PLANTE MORAN REALPOINT INVESTMENT ADVISORS

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC

REALPOINT INVESTMENT ADVISORS

PLANTE MORAN REALPOINT INVESTMENT ADVISORS