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RE fundsReal estate fund manageriaunsizedunclassified · candidate

Conservation Equity Management, LP

Real Estate Funds

Dallas, TX

Search this name across graphsid dfx:ref:bf3b7193-bb3c-4ac9-84ed-337dd204a749

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 19, 2026, 2:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026
6 observations

Across DFX

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

RIA / Wealth Managementidentity

CONSERVATION EQUITY MANAGEMENT, LP

Registered adviser · shared crd

Facts

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

Reported GAV: $80.1Mgross asset value on the latest filing, feeders excluded, quarantined above 3x RAUM; not fund size
GAV as reported: $80.1Mbefore the feeder and quarantine rules; a quarantined manager enters no total
Strategy class: UNCLASSIFIEDinferencea candidate from the manager's own site read until its quote verification passes
RAUM: $80.1Mregulatory assets as filed
Vehicles, current: 0
Vehicles, ever: 1
First real estate filing: 2021
Latest vintage: 2021
Latest ADV filing: Sep 1, 2021
Bound properties: 0derivedthrough validated holding bindings only
Loans: 0derivedon bound holdings
Lenders: 0derivedon bound holdings
Allocators naming this manager: 0derivedpublic pension commitment lists
CRD: 315084
SEC number: 801-121894

Vehicles

Real Estate Fund vehicles this adviser swore on Schedule D 7.B(1); GAV is gross asset value as filed, never fund size, and a feeder repeats its master and is excluded from the manager's sum

Vehicle	Kind	GAV, latest	As of	Quarantined	Owners	Vintage	First reported	Lifecycle	Current	Allocators
Conservation Equity Fund I, L.P.	fund	$80.1M	Sep 1, 2021	no	45	2021	2021	Unknown	no	0

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

Year	Vehicles reporting	GAV, sum
2021	1	$80.1M

Relationships

Employs (3)

→ J Kyle BassPrincipalSole Member
Mar 1, 2021 to presentfactForm ADV
→ Stuart Todd SmithPrincipalChief Compliance Officer
Mar 1, 2021 to presentfactForm ADV
→ Jeffrey Jacob KnowltonPrincipalChief Financial Officer
Mar 1, 2021 to presentfactForm ADV

Manages (1)

→ Conservation Equity Fund I, L.P.Real estate fund vehiclefund
Sep 1, 2021 to presentfactForm ADV

Owns (2)

← Flat Calm Revocable TrustOrgLimited Partner
Mar 1, 2021 to presentfactForm ADV
← Conservation Holdings, LLCOrgGeneral Partner
Mar 1, 2021 to presentfactForm ADV

Dated events

Occurred
Sep 1, 2021
Vehicle first reported on Form ADV
Conservation Equity Fund I, L.P. first reported on Form ADV by Conservation Equity Management, LP, GAV $80,065,000
Form ADVobserved 4 days ago
$80.1M
Occurred
Jun 28, 2021
Manager's first real estate fund filing
Conservation Equity Management, LP first filed Form ADV in the extract (IA)
Form ADVobserved 4 days ago

Provenance

Graph: Real Estate Funds
Canonical id: dfx:ref:bf3b7193-bb3c-4ac9-84ed-337dd204a749
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.

Conservation Equity Management, LP

Real Estate Funds

Dallas, TX

Search this name across graphsid dfx:ref:bf3b7193-bb3c-4ac9-84ed-337dd204a749

Vehicle

Kind

GAV, latest

As of

Quarantined

Owners

Vintage

First reported

Lifecycle

Current

Allocators

Conservation Equity Fund I, L.P.

fund

$80.1M

Sep 1, 2021

2021

Unknown

Year

Vehicles reporting

GAV, sum

2021

$80.1M