DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC adviserNot on rosterRAUM 100m 1b

T•••• S••••• I••••••••• A••••••• L•••

CRD 127258

AVENTURA, FL

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Data as of Sep 6, 2012 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2012 to Sep 6, 2012
3 observations

Across DFX

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

Real Estate Fundsidentity

T•••• S••••• I••••••••• 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $358M••• Locked
Discretionary RAUM: $355M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 4
Private funds

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T•••• S••••• P••••••• F••• I• L•	Real Estate Fund	$224M	Sep 6, 2012	8	Mar 30, 2012	reported	021-121908
B••• R••• E••••• F•••• L••	Real Estate Fund	$117M	Sep 6, 2012

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• M••••••• D•	LTD PARTNER/CHAIRMAN	C	yes	05/2003	Mar 30, 2012	Sep 6, 2012
B••••••• M••••••• D•	Shareholder	E	yes	04/1999	Mar 30, 2012	Sep 6, 2012

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 30, 2012	$358M	$355M	n/a	n/a	n/a	2	$341M

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$358M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Advises (2)

→ B••• R••• E••••• F•••• L••Private fundReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ T•••• S••••• P••••••• F••• I• L•Private fundReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV

Controls (4)

← H••••• R•••• L••OwnerDIRECTOR, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← B••••••• M••••••• D•Owner

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 30, 2012
Last observed: Sep 6, 2012 171 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.