JF
JF

James Finnegan

23 Years of Experience
Boston, MA

James Finnegan is a registered investment advisor at Aew Capital Management LP, based in Boston, MA, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 24 clients with $4.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
24 clients
Average Client Portfolio
$199.8M average
Assets Under Management
$4.8B

Fee Structure

Investment management only (planning not offered)

AEW Capital Management does not have a set fee schedule. Fees for investment management are negotiated with each client and outlined in their advisory contract or the offering documents for commingled vehicles. These fees can include annual portfolio or asset management fees based on the value of the assets, performance-based fees, investment acquisition and disposition fees, and other negotiated fees.

Loading...

Location

Two Seaport Lane, Boston, MA, 02210-2021

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Aew Capital Management LP
October 2002 - Present · 23 yrs 7 mos
Previous Registrations
Aew Management & Advisors LP
October 2002 - December 2003 · 1 yr 2 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.