Profile
Mr. Adam J.
Lotterman was previously employed as a Senior Portfolio Manager by Bluerock Fund Advisor LLC, a Vice President by Forman Capital Ventures LLC, a Senior Valuation Analyst by Bayview Asset Management LLC, and a Co-Chief Investment Officer by Bluerock Private Real Estate Fund.
He received his undergraduate degree from the University of Florida and a graduate degree from Florida International University.
Former positions of Adam Lotterman
| Companies | Position | End |
|---|---|---|
Bluerock Fund Advisor LLC
Bluerock Fund Advisor LLC Investment ManagersFinance Bluerock Fund Advisors manages the Total Income + Real Estate Fund, a public, closed-end interval fund that utilizes a multi-manager, strategy, and sector approach. The fund allows individuals to invest in institutional private equity real estate (iPERE) securities alongside some of the nation’s largest endowment and pension plans. The Fund’s primary investment objective is to generate current income while secondarily seeking long-term capital appreciation with low to moderate volatility and low correlation to the broader markets. | Founder | 01/12/2025 |
Forman Capital Ventures LLC | Corporate Officer/Principal | 01/01/2012 |
Bayview Asset Management LLC
Bayview Asset Management LLC Investment ManagersFinance Bayview focuses on investments in mortgage and consumer credit, including whole loans, asset backed securities, mortgage servicing rights, and other credit-related assets. | Corporate Officer/Principal | 01/01/2011 |
Bluerock Total Income + Real Estate Fund
Bluerock Total Income + Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Chief Investment Officer | - |
Training of Adam Lotterman
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Bluerock Fund Advisor LLC
Bluerock Fund Advisor LLC Investment ManagersFinance Bluerock Fund Advisors manages the Total Income + Real Estate Fund, a public, closed-end interval fund that utilizes a multi-manager, strategy, and sector approach. The fund allows individuals to invest in institutional private equity real estate (iPERE) securities alongside some of the nation’s largest endowment and pension plans. The Fund’s primary investment objective is to generate current income while secondarily seeking long-term capital appreciation with low to moderate volatility and low correlation to the broader markets. | Finance |
Bluerock Total Income + Real Estate Fund
Bluerock Total Income + Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Florida International University
Florida International University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Florida
University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bayview Asset Management LLC
Bayview Asset Management LLC Investment ManagersFinance Bayview focuses on investments in mortgage and consumer credit, including whole loans, asset backed securities, mortgage servicing rights, and other credit-related assets. | Finance |
Forman Capital Ventures LLC |
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