DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

A••••• E••••• A••••••• L••

CRD 166977

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:1d79358a-f65b-05b4-6433-b6b5b885b5ba

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 4
On other graphs: 1
Observed: Dec 22, 2022 to Sep 18, 2026
12 observations

Across DFX

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

Real Estate Fundsidentity

A••••• E••••• A••••••• L••

Real estate fund manager · 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=true related_bank=false bd_reps=6.0
Regulatory AUM: $194M••• Locked
Discretionary RAUM: $186M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A••••• C••••••• F•••• L•••	Real Estate Fund	$99.7M	Sep 18, 2026	7	Dec 22, 2022	reported	021-410580
A••••• G• C••••••••• O••••••••• I••• L•••	Real Estate Fund	$82.5M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••• G•••• H••••••• L••	MANAGER/MEMBER	E	yes	03/2013	Dec 22, 2022	Jul 29, 2024
B•••••••• J••• R•••••	SOLE MEMBER	E	yes	12/2007	Dec 22, 2022	Jul 29, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A••••• C•••••• P••••••• L••	n/a	n/a	n/a	N	yes	n/a
A••••• E••••• G•••	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
2025	Mar 30, 2026

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$194M	$179M	8.4%	$174M	3.8%	7	4	1	0

Relationships

Advises (7)

→ A••••• H••••••••• F••• I• L•••Private fundReal Estate Fund, IA
Dec 22, 2022 to presentfactForm ADV
→ A••••• C••••••• H•••••••• L•••Private fundReal Estate Fund, IA
Dec 22, 2022 to presentfactForm ADV
→ A••••• C••••••• I•• L•••Private fundReal Estate Fund, IA
Dec 22, 2022 to presentfactForm ADV
→ A••••• C••••••• V•• L•••

Dated events

Occurred
Sep 18, 2026
Private fund no longer reported
••• Locked
Form ADVobserved today
$160,987
Occurred
Jul 29, 2024
Control person joined
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 3, 2024
Control person left
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 22, 2022

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1d79358a-f65b-05b4-6433-b6b5b885b5ba
First observed: Dec 22, 2022
Last observed: Sep 18, 2026 5 days 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.