Broker-dealers
Hodes Weill & Associates
Hodes Weill & Associates is a capital advisory firm focused on real estate, infrastructure, and other real assets. It was founded in 2009 and is now part of Chatham Financial, operating as a Chatham Financial company.
The firm provides institutional capital raising for funds, transactions, co-investments, and separate accounts; mergers and acquisitions, strategic, and restructuring advisory; and fairness and valuation analyses. Clients include investment and fund managers, institutional investors, lenders, and public and private owners of assets and portfolio companies.
Professionals are based in New York, Hong Kong, London, Amsterdam, and Tokyo, with relationships spanning approximately 1,700 institutions and consultants. The firm publishes the Real Estate Allocations Monitor and the Infrastructure Allocations Monitor, and maintains a capital raised dashboard and representative transaction list.
US regulated capital market and securities advisory services are provided by Hodes Weill Securities, LLC, a broker-dealer registered with the SEC and a member of FINRA and SIPC; work outside the US runs through non-US affiliates. Minimum mandate size and fee arrangements are not published. The New York headquarters is at 825 Third Avenue, 15th Floor.
Best for
Fund and investment managers and asset owners raising institutional capital, or seeking strategic, M&A, or restructuring advice. The site describes institutional mandates only, not retail or small syndicated raises.
What they do
- Institutional capital raising for funds
- Transaction and co-investment capital raising
- Separate account capital raising
- M&A and strategic advisory
- Restructuring advisory
- Fairness opinions and valuation analyses
- Real Estate Allocations Monitor research
- Infrastructure Allocations Monitor research
Details
| Attribute | Value |
|---|---|
| Founded | 2009 |
| Ownership | Subsidiary |
| Licenses | Hodes Weill Securities, LLC — broker-dealer registered with the SEC |
| Memberships | FINRA member, SIPC member |
What stands out
- Founded in 2009 and now part of Chatham Financial.
- Professionals based in New York, Hong Kong, London, Amsterdam, and Tokyo.
- Relationships spanning approximately 1,700 institutions and consultants.
- US securities work runs through Hodes Weill Securities, LLC, an SEC-registered broker-dealer and member of FINRA and SIPC.