9AT: CALTIER ADVISORS, LLC

CALTIER ADVISORS, LLC

other names

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Adviser Profile

As of Date	03/31/2025
Adviser Type - Internet adviser
Number of Employees	3 -25.00%
of those in investment advisory functions	3 -25.00%
Registration	SEC, Approved, 02/14/2023

AUM^*	6,883,300 100.00%
of that, discretionary	0
Private Fund GAV^*	0
Avg Account Size	2,988
SMA’s	Yes
Private Funds	0
Contact Info	619 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2M 1M 1M 860K 645K 430K 215K

2022 2023

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

The Company CalTier Advisors, a Delaware limited liability company founded in October 2021, is a wholly owned subsidiary of CalTier, Inc. (“CalTier, Inc.”), a Delaware corporation founded in 2022. CalTier, Inc. operates a real estate investment platform that offers a variety of real estate related investments at www.caltier.fund. Types of Advisory Services Interactive Platform CalTier Advisors provides non-discretionary advisory services to investors exclusively through an interactive website (the “Platform”) that makes recommendations for real estate investing through pooled investment vehicles sponsored and managed by CalTier Advisors and its affiliates. An interested investor can become a client by executing an investment advisory agreement with CalTier Advisors and completing an investor profile that requests information about the investor’s investment experience, investment goals, the amount the investor plans to invest, and investment time horizon. CalTier Advisors uses proprietary algorithms to analyze that information and to generate investment recommendations for investor clients based on the features of the various investment opportunities and their fit with the information provided by investor clients. Investor clients then have the ability to view offering information about each investment opportunity and to determine whether or not to proceed with an investment. Except

for contacting CalTier Advisors to obtain answers to technical questions regarding using the Platform, investor clients may not contact or interact with CalTier Advisors through any method other than the Platform, including through e-mail, telephone, or any other form of communication. CalTier Advisors’ advice is currently limited to the real estate investments that it and its affiliates sponsor. As a result, investors should not view its advice as encompassing a diversified pool of investments. In addition, in certain cases CalTier Advisors may not recommend any investments to particular investors, because there are no investments appropriate for them. Tailored Advisory Services and Restrictions As discussed above, CalTier Advisors tailors its investment recommendations to the personal financial and other investment information provided by investor clients. Investor clients may not otherwise impose restrictions on the types of recommendations CalTier Advisors makes. Investor clients (and not CalTier Advisors) ultimately make the decision as to whether to invest in an opportunity recommended to them. We provide tailored investment recommendations to each pooled investment vehicle, subject to and in compliance with the guidelines and restrictions set out in the applicable offering documents. Client Assets Managed As of December 31, 2023, we have $6,883,300 in non-discretionary assets under management and $0 in discretionary assets under management.