Julie Schwartz

Julie L. Schwartz is Senior Vice President, General Counsel and Chief Compliance Officer of American Assets Capital Advisers, LLC (“AACA”), a San Diego-based investment adviser focused on real estate securities. A 2025 SEC-filed proxy statement for the LDR Real Estate Value-Opportunity Fund lists her among AACA’s current principal officers alongside Burland B. East, Ernest S. Rady, Min Zheng, and Creede E. Murphy.

Schwartz is an active California attorney. The State Bar of California lists her full name as Julie Lynn Schwartz, bar number 216392, admitted on December 4, 2001, with an address at American Assets Capital Advisers, LLC, 3430 Carmel Mountain Road, Suite 150, San Diego, CA 92121. The same State Bar profile lists a direct phone number of 858-345-1477.

Her public LinkedIn profile identifies her as based in San Diego and associated with the Rady Foundation, and lists New York University School of Law for 1998-2001. Public regulatory and fund materials connect her professional work to the American Assets / Rady-related investment platform rather than to early-stage venture investing.

AACA was founded in 2013, registered with the SEC in 2014, and had approximately $149.5 million in assets under management as of December 31, 2024, according to a 2025 SEC proxy statement. Other Form ADV-derived databases report AACA at approximately $327 million in regulatory assets under management as of a March 27, 2025 filing, with six employees and five discretionary accounts.

• AACA’s strategy is public-market real estate investing, not seed-stage company financing. No reliable public source verifies Julie Schwartz as an angel investor making seed checks.
• AACA focuses on real estate securities, including REITs, real estate operating companies, lodging, gaming, housing, land development, and real estate finance.
• Fund commentary states that AACA looks for companies owning real estate where “the tenant is denied choice,” especially when sectors have monopoly/oligopoly traits, high barriers to entry, high barriers to tenant exit, and healthy tenant economics.
• The Altegris/AACA Opportunistic Real Estate Fund has used a long/short real estate strategy and seeks total return through long-term capital appreciation and current income by investing in equity securities of real estate and real-estate-related companies.
• AACA’s investment role is led publicly by Burland East as CEO/CIO and portfolio manager; Schwartz’s verified role is legal and compliance leadership.