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Distinct shells carrying a filed role for this person — not every shell they have ever touched.
Of those vehicles, the ones that closed a merger.
Announced but not closed, and still hunting.
No closed vehicle here has both a stored price and a filed trust value to score it against.
1 vehicle on file, newest listing first
none appears on more than one
Julia Phillips currently serves as Chief Strategy Officer at Bluerock, a New York-based alternative investment firm offering U.S., Global, and Specialty Real Estate strategies. In this role, she is part of the firm's executive and management team and is registered as a broker with Bluerock Capital Markets, LLC, the firm's securities arm located at 919 Third Avenue, 40th Floor, New York, NY 10022. Phillips originally joined Bluerock in July 2024 in the newly created position of Managing Director and Chief Marketing Officer, where she was responsible for leading the firm's marketing and communications strategy. She has since been elevated to Chief Strategy Officer, reflecting her deep experience in the alternatives industry and her role in shaping the firm's strategic direction.
Phillips brings over eleven years of securities industry experience, having been registered with four firms across her career according to FINRA BrokerCheck records (CRD# 5539269). Her registration history began at Cohen & Steers Securities, LLC in New York, where she was registered from July 2011 through January 2018. She subsequently joined Foreside Fund Services, LLC, also in New York, serving from December 2019 through December 2021. Phillips then moved to Blackstone Securities Partners L.P. in New York, where she was registered from January 2023 through February 2024, before joining Bluerock Capital Markets in May 2024. Her BrokerCheck record shows zero disclosures, indicating a clean regulatory history throughout her career in the securities industry.
Educationally, Phillips is associated with Hunter College, as listed on her LinkedIn profile, and has also been linked to the University of Maryland in connection with Global Public Health studies. She is based in New York, NY. In her capacity at Bluerock, Phillips serves in connection with the firm's SPAC activities, including her role with BLRK (Bluerock). Bluerock Capital Markets, LLC is affiliated with Bluerock Real Estate, LLC, and the firm has been actively publishing market insights on commercial real estate trends, including industrial sector rent growth, institutional real estate values, and the expanding alternatives investment landscape, areas in which Phillips plays a strategic role as part of the leadership team. Her career trajectory through firms such as Cohen & Steers, Foreside Fund Services, and Blackstone before arriving at Bluerock demonstrates a consistent focus on alternative investments and fund distribution, making her a seasoned veteran in the alternatives marketing and strategy space.
This record is keyed to SEC CIK 0002096809 — the identifier this person files under in their own name. Every vehicle above is a filing made under that CIK, so “the same person on two shells” is a fact about an SEC identifier rather than about a name that happens to match.
Roles are the strings the filings used, in the order they were filed. Nothing on this page ranks them, infers seniority, or offers a reason why any two of these names recur — a recurrence is a count, and the filings that produced it are linked beside every row. We also hold 1 institutional-holder rows on these vehicles, under 1 distinct name strings, and none of them is counted across vehicles: that table has no CIK column, and matching holders by name would merge firms that are not the same firm.