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RE fundsReal estate fund manageriaunsizedunclassified · candidate

Smith Graham & Co Investment Advisors, L.p.**

Real Estate Funds

Houston, TX

Search this name across graphsid dfx:ref:412b5e5c-0bd3-4849-9055-0f23bff71a60

Data as of Sep 15, 2026 (this record's last observation) from Adviser-reported funds; Property side (read only); Capital side; Manager sites. Page built Sep 20, 2026, 4:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 14
On other graphs: 2
Observed: Sep 15, 2026 to Sep 15, 2026
8 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Creditidentity

SMITH GRAHAM & CO INVESTMENT ADVISORS, L.P.**

Private credit manager · shared crd

RIA / Wealth Managementidentity

SMITH GRAHAM & CO INVESTMENT ADVISORS, L.P.**

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Website: smithgraham.com
Strategy class: UNCLASSIFIEDinferencea candidate from the manager's own site read until its quote verification passes
RAUM: $829Mregulatory assets as filed
Vehicles, current: 0
Vehicles, ever: 9
First real estate filing: 2012
Latest ADV filing: Apr 25, 2023
Bound properties: 0derivedthrough validated holding bindings only
Loans: 0derivedon bound holdings
Lenders: 0derivedon bound holdings
Allocators naming this manager: 0derivedpublic pension commitment lists
CRD: 107827
SEC number: 801-36485

Reported GAV by year

the sum of gross asset value over this manager's non-feeder vehicle rows per calendar year, as filed; the manager-level quarantine (summed GAV above three times its own RAUM) is a flag on the card and is not applied here; 20 rows folded into 3

Year	Vehicles reporting	GAV, sum
2019	5	$434M
2018	8	$266M
2017	7	$258M

Relationships

Employs (5)

→ Gerald Bernard SmithPrincipalChairman
Jul 1, 1990 to presentfactForm ADV
→ Jamie Garland HousePrincipalChief Executive Officer
Dec 1, 1992 to presentfactForm ADV
→ Mark Weldon DubePrincipalChief Compliance Officer
Feb 1, 2013 to presentfactForm ADV
→ Anupama Rajesh VishwakarmaPrincipalChief Financial Officer
Jan 1, 2022 to presentfactForm ADV
→ Margaret Velma RobersonPrincipalChief Administrative Officer
Sep 1, 2022 to presentfactForm ADV

Manages (9)

→ Sgia Residential Bridge Loan Venture V LPReal estate fund vehiclefund
Mar 29, 2018 to presentfactForm ADV
→ Sgia Residential Bridge Loan Venture LPReal estate fund vehiclefund
Mar 31, 2017 to presentfactForm ADV
→ Sgia Residential Bridge Loan Venture IV LPReal estate fund vehiclefund
Mar 31, 2017 to presentfactForm ADV
→ Fmjm Rwl II LLCReal estate fund vehiclefund
Mar 31, 2017 to presentfactForm ADV
→ Fmjm Rwl LLCReal estate fund vehiclefund
Mar 31, 2017 to presentfactForm ADV
→ Sgia Residential Bridge Loan Venture III LPReal estate fund vehiclefund
Mar 31, 2017 to presentfactForm ADV
→ Fmjm Rwl III LLCReal estate fund vehiclefund
Mar 31, 2017 to presentfactForm ADV
→ Sgia Residential Bridge Loan Venture II LPReal estate fund vehiclefund
Mar 31, 2017 to presentfactForm ADV
→ Fmjm Rwl IVReal estate fund vehiclefund
Mar 29, 2019 to presentfactForm ADV

Owns (2)

← SGC Ventures, Inc. a Delaware Corporation and Successor by Merger to Smith Graham & Co., a Texas CorporationOrgLimited Partner
May 1, 2001 to presentfactForm ADV
← SGC Advisors, Inc. (formerly Smith Graham House & Co.)OrgGeneral Partner
May 1, 1996 to presentfactForm ADV

Dated events

Occurred
Mar 29, 2019
Vehicle first reported on Form ADV
Fmjm Rwl IV first reported on Form ADV by Smith Graham & Co Investment Advisors, L.p.**, GAV $30,410,225
Form ADVobserved 4 days ago
$30.4M
Occurred
Mar 29, 2019
Vehicle dropped from Form ADV
Sgia Residential Bridge Loan Venture LP no longer reported on Form ADV by Smith Graham & Co Investment Advisors, L.p.**
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Vehicle dropped from Form ADV
Sgia Residential Bridge Loan Venture III LP no longer reported on Form ADV by Smith Graham & Co Investment Advisors, L.p.**
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Vehicle dropped from Form ADV
Fmjm Rwl III LLC no longer reported on Form ADV by Smith Graham & Co Investment Advisors, L.p.**
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Vehicle dropped from Form ADV
Sgia Residential Bridge Loan Venture II LP no longer reported on Form ADV by Smith Graham & Co Investment Advisors, L.p.**
Form ADVobserved 4 days ago
Occurred
Mar 29, 2018
Vehicle first reported on Form ADV
Sgia Residential Bridge Loan Venture V LP first reported on Form ADV by Smith Graham & Co Investment Advisors, L.p.**, GAV $117,561,032
Form ADVobserved 4 days ago
$118M
Occurred
Mar 31, 2017
Vehicle first reported on Form ADV
Sgia Residential Bridge Loan Venture LP first reported on Form ADV by Smith Graham & Co Investment Advisors, L.p.**, GAV $1,175,395
Form ADVobserved 4 days ago
$1.2M
Occurred
Mar 31, 2017
Vehicle first reported on Form ADV
Fmjm Rwl III LLC first reported on Form ADV by Smith Graham & Co Investment Advisors, L.p.**, GAV $66,230,448
Form ADVobserved 4 days ago
$66.2M
Occurred
Mar 31, 2017
Vehicle first reported on Form ADV
Sgia Residential Bridge Loan Venture II LP first reported on Form ADV by Smith Graham & Co Investment Advisors, L.p.**, GAV $471,616
Form ADVobserved 4 days ago
$471,616
Occurred
Mar 31, 2017
Vehicle first reported on Form ADV
Sgia Residential Bridge Loan Venture IV LP first reported on Form ADV by Smith Graham & Co Investment Advisors, L.p.**, GAV $141,652,039
Form ADVobserved 4 days ago
$142M
Occurred
Mar 31, 2017
Vehicle first reported on Form ADV
Fmjm Rwl II LLC first reported on Form ADV by Smith Graham & Co Investment Advisors, L.p.**, GAV $28,199,616
Form ADVobserved 4 days ago
$28.2M
Occurred
Mar 31, 2017
Vehicle first reported on Form ADV
Sgia Residential Bridge Loan Venture III LP first reported on Form ADV by Smith Graham & Co Investment Advisors, L.p.**, GAV $15,698,245
Form ADVobserved 4 days ago
$15.7M
Occurred
Mar 31, 2017
Vehicle first reported on Form ADV
Fmjm Rwl LLC first reported on Form ADV by Smith Graham & Co Investment Advisors, L.p.**, GAV $4,145,964
Form ADVobserved 4 days ago
$4.1M
Occurred
Mar 30, 2012
Manager's first real estate fund filing
Smith Graham & Co Investment Advisors, L.p.** first filed Form ADV in the extract (IA)
Form ADVobserved 4 days ago

Provenance

Graph: Real Estate Funds
Canonical id: dfx:ref:412b5e5c-0bd3-4849-9055-0f23bff71a60
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Smith Graham & Co Investment Advisors, L.p.**

Real Estate Funds

Houston, TX

Search this name across graphsid dfx:ref:412b5e5c-0bd3-4849-9055-0f23bff71a60

Year

Vehicles reporting

GAV, sum

2019

$434M

2018

$266M

2017

$258M