Harrison Street Real Estate Capital
advisor5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+1 YoYRank #2379 of mapped providers
Assets under administration$6.4B0.0%Market share · rank #1638
Fees received$1MMedian $65,402/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Harrison Street Real Estate Capital plan look like?
Service mix · median fees per plan
Count of plans where Harrison Street Real Estate Capital ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 4 | $209,850 | |
Investment advisory (plan); Direct payment from the planCode 27 | 2 | $52,430 |
Competitor overlap
Percent of Harrison Street Real Estate Capital's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Harrison Street Real Estate Capital.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 PENSION PLANNE · 476045942-001 | Milliman | $93M |
Plans lost in 2024
Appeared last year under Harrison Street Real Estate Capital; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AMEREN CORPORATIONMO · 431723446-005 | $4.8B | 23,302 | $473,538 | 7y | - |
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-005 | $1.2B | 17,067 | $361,703 | 9y | - |
BOARD OF TRUSTEES BAC LOCAL 15 PENSION FUNDMO · 436102453-001 | $147M | 1,672 | $11,488 | 1y | - |
SEATTLE TIMES COMPANYWA · 910403890-002 | $128M | 1,471 | $72,808 | 3y | - |
BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 PENSION PLANNE · 476045942-001 | $96M | 863 | $57,996 | 2y | - |
SEATTLE TIMES COMPANYWA · 910403890-009 | $53M | 1,328 | $32,051 | 4y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (5)
Raw Schedule C names collapsed into Harrison Street Real Estate Capital.
- CONRAD SIEGEL INVESTMENT ADV., INC.
- HARRISON STREET
- HARRISON STREET CORE PROP FUND C LP
- HARRISON STREET CORE PROPERTY
- HARRISON STREET REAL ESTATE CAPITAL
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Harrison Street Real Estate Capital's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Harrison Street Real Estate Capital. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Harrison Street Real Estate Capital's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Arnold Newbold Sollars & Hollins PC | 1 | 16.7% |
| Davis Wright Tremaine LLP | 1 | 16.7% |
| Kutak Rock LLP | 1 | 16.7% |