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CRD 157789
OAK BROOK, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| INLAND RETAIL PROPERTY FUND, LP | Real Estate Fund | $7.6M | Mar 27, 2023 | 9 | Mar 22, 2013 | reported | 021-278087 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Aldrich, Patrick | Manager | Na | yes | 01/2022 | Jan 19, 2022 | Mar 27, 2023 |
| BALLEK, SUZANNE, IRENE | CHIEF COMPLIANCE OFFICER AND MANAGER | Na | yes | 10/2014 | Oct 15, 2014 | Mar 27, 2023 |
| COSENZA, MARK, JOSEPH | VICE PRESIDENT | Na | yes | 12/2012 | Mar 22, 2013 | Mar 27, 2023 |
| FIELDS, HOWARD, M | PRESIDENT AND MANAGER | Na | yes | 07/2021 | Sep 18, 2012 | Mar 27, 2023 |
| GOODWIN, DANIEL, L | Member | D | yes | 07/1982 | Feb 28, 2012 | Mar 27, 2023 |
| Heintz, Janet | Secretary | Na | yes | 12/2015 | Feb 29, 2016 | Mar 27, 2023 |
| HLAVACEK, ALEXANDER, MICHAEL | VICE PRESIDENT | Na | yes | 10/2011 | Sep 26, 2012 | Mar 27, 2023 |
| Holland, Kathleen | Treasurer | Na | yes | 05/2019 | Feb 11, 2020 | Mar 27, 2023 |
| HUTCHISON, TIM | Manager | Na | yes | 05/2013 | Aug 2, 2013 | Mar 27, 2023 |
| INLAND GROUP MANAGERS, LLC | Manager | F | yes | 12/2018 | Mar 20, 2019 | Mar 27, 2023 |
| INVESTMENT MANAGEMENT GROUP, LLC | INLAND INSTITUTIONAL CAPITAL, LLC | E | yes | 12/2014 | Jan 30, 2015 | Mar 27, 2023 |
| THE INLAND GROUP, LLC | Member | E | yes | 12/2018 | Mar 20, 2019 | Mar 27, 2023 |
| THE INLAND REAL ESTATE COMPANIES, LLC | Member | E | yes | 12/2018 | Mar 20, 2019 | Mar 27, 2023 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ENSENIA WEALTH, LLC | n/a | Former SEC adviser | $249M | N | yes | n/a |
| INLAND SECURITIES CORPORATION | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2022 | Mar 27, 2023 | $7.6M | $7.6M | 1 | 1 | 0 | 1 | $7.6M |
| 2021 | Jan 19, 2022 | $310M | $310M | 5 | 3 | 0 | 1 | $310M |
| 2020 | Feb 22, 2021 | $333M | $333M | 6 | 4 | 0 | 1 | $333M |
| 2019 | Feb 11, 2020 | $335M | $335M | 6 | 4 | 0 | 1 | $335M |
| 2018 | Mar 20, 2019 | $279M | $279M | 5 | 3 | 0 | 1 | $279M |
| 2017 | Feb 15, 2018 | $147M | $147M | 3 | 3 | 0 | 1 | $147M |
| 2016 | Mar 29, 2017 | $103M | $103M | 3 | 3 | n/a | 1 | $103M |
| 2015 | Feb 29, 2016 | $32.7M | $32.7M | 3 | 3 | n/a | 1 | $32.7M |
| 2014 | Jan 30, 2015 | n/a | n/a | 3 | 3 | n/a | 1 | $0 |
| 2013 | Mar 28, 2014 | n/a | n/a | 5 | 4 | n/a | 1 | $0 |
| 2012 | Mar 22, 2013 | n/a | n/a | 5 | 4 | n/a | 1 | $0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2022 | $7.6M | $310M | -97.5% | $335M | -71.7% | 1 | 5 | 0 | 0 |