DL
Deborah J. La Franchi
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CRD#: 5298056
DL
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Deborah Jean La Franchi, who also goes by Debbie J. La Franchi, was a registered financial professional .
Deborah is a previously registered financial professional and started their career in finance in 2007. Deborah had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Debbie J. La Franchi
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SDSREA is owned 100% by SDS Capital Group ("SDSCG"), the parent company of the Adviser. Ms. La Franchi serves as the President and CEO of SDSCG and is 100% owner of SDSCG. Subsidiaries of SDSCG include Strategic Development Investments ("SDI"), Strategic Development Solutions ("SDS"), SDS Fund Management ("SDSFM"), and SDS Advantage ("SDSA"), and SDSCG is 100% owner of these entities. Ms. La Franchi is the the President and CEO of Strategic Development Solutions, LLC ("SDS"), an investment-related business founded by Ms. La Franchi in 2001. SDS consults, develops and markets private equity real estate funds that invest in low-income communities, while also providing consulting services to non-profit organizations. Ms. La Franchi is also the President and CEO of National New Markets Fund, LLC ("NNMF"), an economic development/investment-related business. NNMF was founded by SDS and Economic Innovation International in 2005. NNMF manages new markets tax credits issued by the United States Department of Treasury. Ms. La Franchi is also the President and CEO of SDS Fund Management, LLC ("SDSFM"), a real estate investment-related business. SDSFM was founded by SDSCG in 2009 and entered into a joint-venture for Development Finance Group ("DFG"). DFG is a partner in the Develop Michigan Fund, a $58 million investment fund providing capital to real estate development projects. Ms. La Franchi is also the President and CEO of SDS Capital South, LLC ("SDSCS"), a real estate investment related business. SDSCS was founded by SDSCG in 2014 and entered into a joint-venture for American South Real Estate Fund ("ASREF"). ASREF is a $58.4M real estate investment fund to provide capital to real estate projects in targeted states in the South. Ms. La Franchi is also the President and CEO of SDS Advantage, LLC ("SDSA"), a consulting/financial services related business founded by SDSCG in 2012. Ms. La Franchi is also the President and CEO of SDS Capital Group, LLC ("SDSCG"), a holding company founded by Ms. La Franchi in 2009. Ms. La Franchi is also the CEO and Chairperson of Sustainable Communities Fund, LLC ("SCF"), a nonprofit focused on providing capital to innovative firms. Ms. La Franchi and SDI are investors in Le Grand Courtage, LLC, a sparkling wine producer and she is also a board member. This is an investment-related business to SDI in a privately held company. Ms. La Franchi is an investor in this business starting in 2013. Ms. La Franchi provides strategic advice on legal, financial and marketing matters. Ms La Franchi is CEO and President of SDS Supportive Housing Fund founded in 2019. Ms La Franchi is also managing partner for American South Real Estate Fund II.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
July 28, 2021 - April 30, 2024
SDS REAL ESTATE ADVISORS
RIA
CRD#: 309932
LOS ANGELES, CA
Past
November 14, 2007 - August 23, 2020
STRATEGIC DEVELOPMENT INVESTMENTS, LLC
RIA
CRD#: 143295
LOS ANGELES, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SR
SDS REAL ESTATE ADVISORS
SDS REAL ESTATE ADVISORS
CRD#: 309932 / SEC#: 801-121844
RIA
Registered Investment Advisory firm - (7/22/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Current Firm
SR
SDS REAL ESTATE ADVISORS
SDS REAL ESTATE ADVISORS
CRD#: 309932 / SEC#: 801-121844
RIA
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Contact information
Main Address
1281 Westwood Blvd. Suite 200, Los Angeles, CA 90024
Mailing Address
Phone number
(310) 914-5333
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 399,489,680 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Withdrawn | 6/23/2021 |
| California | ERA - Withdrawn | 3/23/2021 |
Red Flags
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