DFX Intelligence

M•• A•••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

M•• A•••••••• L••

CRD 328391

ATLANTA, GA

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Search this name across graphsid dfx:ria:1cacf53c-9a4a-acb4-f19e-59b67359997b

Data as of Apr 9, 2025 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 1
Observed: Nov 2, 2023 to Apr 9, 2025
7 observations

Across DFX

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

Real Estate Fundsidentity

M•• A•••••••• L••

Real estate fund manager · key crd, key sfn adviser, shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $400M••• Locked
Discretionary RAUM: $400M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
S•• B••• G••••• F••• H•••••• I• L••	Real Estate Fund	$400M	Apr 9, 2025	30	Sep 23, 2024	reported	n/a
S•• B••• G••••• F•••	Real Estate Fund	$0

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M•••• C•••••• P•••••••• L••	SOLE MEMBER	E	yes	10/2018	Nov 2, 2023	Nov 4, 2024
M••••• R•••••• B••••••	MANAGING MEMBER	E	yes	10/2018	Nov 2, 2023	Nov 4, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
G••••••••• P•••••••• L••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Apr 9, 2025

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$400M	$700M	-42.9%	n/a	n/a	3	3	0	0

Relationships

Advises (2)

→ S•• B••• G••••• F••• H•••••• I• L••Private fundReal Estate Fund, IA
Sep 23, 2024 to presentfactForm ADV
→ S•• B••• G••••• F•••Private fundReal Estate Fund, IA
Nov 2, 2023 to presentfactForm ADV

Owns (2)

← T•••••• F••••••••• C••••••OwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Nov 2, 2023 to Nov 4, 2024factForm ADV
← G••••• T•••••• E•

Dated events

Occurred
Apr 9, 2025
Ria principal change
••• Locked
Form ADVobserved today
Occurred
Apr 9, 2025
Ria principal change
••• Locked
Form ADVobserved today
Occurred
Jun 7, 2024
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$-700M
Occurred
Nov 2, 2023

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1cacf53c-9a4a-acb4-f19e-59b67359997b
First observed: Nov 2, 2023
Last observed: Apr 9, 2025 17 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.