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RE fundsReal estate fund manageriaunsizednot re manager · probable

Harold Davidson & Associates Inc

Real Estate Funds

Los Angeles, CA

Search this name across graphsid dfx:ref:d0fc9beb-dbcc-4528-91bc-5cb57aa73a1d

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, 7:49 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
8 observations

Across DFX

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

RIA / Wealth Managementidentity

HAROLD DAVIDSON & ASSOCIATES, INC

Registered adviser · shared crd

Facts

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

Website: hdainvest.com
Strategy class: NOT_RE_MANAGERinferencea candidate from the manager's own site read until its quote verification passes
RAUM: $316Mregulatory assets as filed
Vehicles, current: 0
Vehicles, ever: 1
First real estate filing: 2012
Latest ADV filing: Mar 25, 2024
Bound properties: 0derivedthrough validated holding bindings only
Loans: 0derivedon bound holdings
Lenders: 0derivedon bound holdings
Allocators naming this manager: 0derivedpublic pension commitment lists
CRD: 110994
SEC number: 801-9752

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
HDA Mortgage Fund LLC	fund	$1.3M	Mar 25, 2015	no	260	n/a	2012	Winding down	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
2015	1	$1.3M
2014	1	$5.3M
2013	1	$9.3M
2012	1	$14.4M

Relationships

Employs (2)

→ Harold Alan DavidsonPrincipalPresident
Nov 1, 1973 to presentfactForm ADV
→ Gina Josephine GamboaPrincipalChief Compliance Officer
Oct 1, 2004 to presentfactForm ADV

Manages (1)

→ HDA Mortgage Fund LLCReal estate fund vehiclefund
Mar 28, 2012 to presentfactForm ADV

Dated events

Occurred
Mar 28, 2012
Manager's first real estate fund filing
Harold Davidson & Associates Inc first filed Form ADV in the extract (IA)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2012
Vehicle first reported on Form ADV
HDA Mortgage Fund LLC first reported on Form ADV by Harold Davidson & Associates Inc, GAV $14,433,088 (tape start: the fund may be older)
Form ADVobserved 4 days ago
$14.4M

Provenance

Graph: Real Estate Funds
Canonical id: dfx:ref:d0fc9beb-dbcc-4528-91bc-5cb57aa73a1d
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.

Harold Davidson & Associates Inc

Real Estate Funds

Los Angeles, CA

Search this name across graphsid dfx:ref:d0fc9beb-dbcc-4528-91bc-5cb57aa73a1d

Vehicle

Kind

GAV, latest

As of

Quarantined

Owners

Vintage

First reported

Lifecycle

Current

Allocators

HDA Mortgage Fund LLC

fund

$1.3M

Mar 25, 2015

260

n/a

2012

Winding down

Year

Vehicles reporting

GAV, sum

2015

$1.3M

2014

$5.3M

2013

$9.3M

2012

$14.4M