DFX Intelligence

C••••••••• C••••••••• G••••• L••: real estate fund manager on the real estate funds graph | DFX Data Factory

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RE fundsReal estate fund manageriaunsizednot re manager · probable

C••••••••• C••••••••• G••••• L••

Real Estate Funds

Irvine, CA

Search this name across graphsid dfx:ref:a9286a16-832a-4020-bf48-a82c5a841031

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 23, 2026, 10:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026
9 observations

Across DFX

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

RIA / Wealth Managementidentity

C••••••••• C••••••••• G••••• L••

Registered adviser · shared crd

Facts

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

Website: ••• Locked
Reported GAV: $31.3M••• Locked
GAV as reported: $31.3M••• Locked
Strategy class: NOT_RE_MANAGERinference••• Locked
RAUM: $36.7Mregulatory assets as filed
Vehicles, current: 0
Vehicles, ever: 1
First real estate filing: 2012
Latest ADV filing

Vehicles

••• Locked

Vehicle	Kind	GAV, latest	As of	Quarantined	Owners	Vintage	First reported	Lifecycle	Current	Allocators
B••• O•••• D••••••••• F•••• L•••	fund	$31.3M	Oct 7, 2013	no	40	n/a	2012	Investing

Reported GAV by year

••• Locked

Year	Vehicles reporting	GAV, sum
2013	1	$31.3M
2012	1	$29.3M

Relationships

Employs (2)

→ M•••••• J••• K••••PrincipalPresident/Ceo/Chief Compliance Officer
Jan 1, 1999 to presentfactForm ADV
→ D••• M•••• K••••PrincipalChief Operating Officer
Jan 1, 2004 to presentfactForm ADV

Manages (1)

→ B••• O•••• D••••••••• F•••• L•••Real estate fund vehiclefund
Mar 28, 2012 to presentfactForm ADV

Dated events

Occurred
Mar 28, 2012
Manager's first real estate fund filing
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 28, 2012
Vehicle first reported on Form ADV
••• Locked
Form ADVobserved 7 days ago
$29.3M

Provenance

Graph: Real Estate Funds
Canonical id: dfx:ref:a9286a16-832a-4020-bf48-a82c5a841031
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.