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Investors Management Services INC

Investors Management Services INC. CRD 104724

Investors Management Services INC logo

CRD: 104724

Investors Management Services INC

Harrison Township, MI, 48045
3138861020
www.realpage.com/investment-management/investor-management-services/?refdomain=imscre.com
$35.5M Total AUM
$35.5M Disc. AUM
-- 3Y CAGR
2 Employees
42 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
08-01-2004
Office Locations
2

Office Locations

21014 Mack AVE Grosse Pointe Woods MI
35464 Jeffers Court Suite 100 Harrison Township MI

About Investors Management Services INC

RealPage Investor Management Services (IMS) is an all-in-one investor management and reporting platform for private equity real estate firms, syndicators, and fund/portfolio managers. It combines CRM, targeted communications, self-service performance dashboards, document distribution, fundraising workflows, and automated distribution waterfall calculations and statements, with integrations to the RealPage Financial Suite and embedded residential market overviews. Built for scale (550+ customers) with AWS-hosted, AES-256/SSL security and encrypted backups.

Team overview

-- AVG AGE
$35.5M AVG AUM / ADVISOR
$844.1K AVG AUM / CLIENT
14.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Focus Fusion Bridge Zenith fusion Ridge focus

CRM

Fusion alpha

Custodian

Alpha Atlas delta Delta Atlas Legacy matrix Harbor matrix

Investment Themes

Vector unison Pioneer Bridge wave Focus peak

Investment Vehicles

Meridian

Services

Delta signal Ember Vital ridge Unison vector

Owner & Executives

K

KIMBERLY JEAN WIGGINS

Chief Compliance Officer, President

CRD
#5118347
Ownership
75% or more
(660) 955-5471
element.legacy@focuscapital.com
in linkedin.com/in/radial-eagle
GERALD ROLAND DEHONDT

GERALD ROLAND DEHONDT

EXECUTIVE VICE PRESIDENT

CRD
#1943376
Ownership
10% but less than 25%
(835) 383-6100
bridge.wave@radialcapital.com
in linkedin.com/in/bridge-ember

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2011
03-30-2012
04-01-2013
03-31-2014
09-06-2018
Category Assets AVG. Account size
Discretionary $35,453,745 $1,393,256
Non-Discretionary $0 --
Total $35,453,745 $1,393,256

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Separately Managed Accounts

Total SMA Asset: $35,453,745

$35.5M Total SMA
Equity - Exchange:
32.7%
Cash:
25.2%
U.S. Government/Agency:
42.1%
Asset class Assets Assets %
Equity - Exchange $2,646,055,549 32.7%
Cash $2,039,162,075 25.2%
U.S. Government/Agency $3,406,695,371 42.1%
Total $8,091,912,995 100.0%

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