DFX Intelligence

V••••••• P•••••••• 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

V••••••• P•••••••• L••

CRD 115501

BIRMINGHAM, MI

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Search this name across graphsid dfx:ria:390048e6-23f9-ff3f-f7a7-911e73da6317

Data as of Mar 29, 2019 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2012 to Mar 29, 2019
19 observations

Across DFX

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

Real Estate Fundsidentity

V••••••• P•••••••• 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $767M••• Locked
Discretionary RAUM: $767M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
V••••••• O••••••••• F••• I• A••••• L••	Real Estate Fund	$252M	Mar 29, 2019	54	Mar 30, 2012	reported	n/a
G•••• V•••• F•••• L••	Real Estate Fund	$11.3M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••• E•••• R••••••	MEMBER - V••••••• P•••••••• L••	B	yes	03/1999	Mar 30, 2012	Mar 29, 2019
D•••••• L•••• L••	MEMBER - V••••••• P•••••••• L•• (EFFECTIVE 06/2013)	D	yes	03/2014	Mar 30, 2012	Mar 29, 2019

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Baltimore	Md	United States	3	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 30, 2018

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	$767M	$698M	9.9%	$504M	15.0%	9	8	2	n/a

Relationships

Advises (10)

→ V••••••• O••••••••• F••• I• A••••• L••Private fundReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ V••••••• O••••••••• F••• I•••••• L••Private fundReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ V••••••• O••••••••• F••• I•• L••Private fundReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ V••••••• O••••••••• F••• I••••• A••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:390048e6-23f9-ff3f-f7a7-911e73da6317
First observed: Mar 30, 2012
Last observed: Mar 29, 2019 91 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.