Principal Real Estate is an SEC registered investment adviser organized as a limited liability company with a primary office location in Des Moines, IA. Its latest Form ADV filing, dated March 31, 2026, reports $105.6B in regulatory assets under management, 477 employees, 15 offices, and 681 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.7% of total clients.
Top client categories% of clientsClients
1
Individuals
62.7%
427
2
Government
7.6%
52
3
Insurance Cos.
6.8%
46
4
Banks
5.7%
39
5
Pension Plans
5.7%
39
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$105.6Bas of March 31, 2026
Discretionary70.0%
$73.9B
70% of total RAUM70.0%
Non-discretionary30.0%
$31.7B
30% of total RAUM30.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$105.6B
Total Accounts681
10Y AUM Change+$84.2B (+391.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees477
Clients per Employee1:1
10Y Employee Change+134 (+39.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.