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CRD 156543
NEW YORK, NY
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 |
|---|---|---|---|---|---|---|---|
| RELATED REAL ESTATE FUND III, L.P. | Real Estate Fund | $2.2B | May 6, 2024 | 105 | Mar 29, 2019 | reported | 021-345267 |
| RFM CACTUS APARTMENTS, LLC | Real Estate Fund | $1.9B | May 6, 2024 | 2 | Mar 29, 2018 | reported | n/a |
| RFM CACTUS HOLDING COMPANY, LLC | Real Estate Fund | $1.5B | May 6, 2024 | 1 | Mar 28, 2014 | reported | n/a |
| RFM CACTUS NYSS LLC | Real Estate Fund | $1.2B | May 6, 2024 | 2 | Mar 30, 2020 | reported | n/a |
| RELATED REAL ESTATE FUND II L.P. | Real Estate Fund | $549M | May 6, 2024 | 70 | Mar 31, 2015 | reported | 021-231158 |
| RFM CACTUS PE FUND I LLC | Real Estate Fund | $482M | May 6, 2024 | 1 | Mar 30, 2020 | reported | n/a |
| RELATED REAL ESTATE FUND IV L.P. | Real Estate Fund | $420M | May 6, 2024 | 7 | Mar 29, 2024 | reported | 021-496359 |
| RELATED REAL ESTATE DEBT FUND, L.P. | Real Estate Fund | $404M | May 6, 2024 | 6 | Mar 31, 2021 | reported | 021-365534 |
| CORE RE STRATEGIES I LLC | Real Estate Fund | $395M | May 6, 2024 | 3 | Mar 31, 2022 | reported | n/a |
| RELATED REAL ESTATE DEBT FUND (CAYMAN), LP | Real Estate Fund | $270M | May 6, 2024 | 10 | Mar 31, 2022 | reported | 021-390583 |
| RFM-VF MULTIFAMILY CORE+ 2, LLC | Real Estate Fund | $260M | May 6, 2024 | 2 | Mar 31, 2022 | reported | n/a |
| RELATED OPPORTUNITY ZONE FUND II, LP | Real Estate Fund | $252M | May 6, 2024 | 191 | Mar 31, 2021 | reported | 021-363894 |
| RFM AFFORDABLE HOUSING FUND LP | Real Estate Fund | $246M | May 6, 2024 | 9 | Mar 31, 2022 | reported | 021-414536 |
| RELATED OPPORTUNITY ZONE FUND, LP | Real Estate Fund | $238M | May 6, 2024 | 98 | Mar 30, 2020 | reported | 021-333717 |
| RELATED REAL ESTATE DEBT FUND (CAYMAN) IV, LP | Real Estate Fund | $234M | May 6, 2024 | 8 | Mar 29, 2024 | reported | 021-478815 |
| RFM-DCA PE 2 LLC | Real Estate Fund | $222M | May 6, 2024 | 2 | Mar 30, 2020 | reported | n/a |
| RFM LEAD CREDIT SMA LLC | Real Estate Fund | $201M | May 6, 2024 | 2 | Mar 29, 2024 | reported | n/a |
| KMA RFM OC LENDER LLC | Real Estate Fund | $189M | May 6, 2024 | 2 | Mar 31, 2017 | reported | n/a |
| RFM PVR, LLC | Real Estate Fund | $151M | May 6, 2024 | 1 | Mar 31, 2021 | reported | n/a |
| RELATED UBC OPPORTUNITY FUND, LP | Real Estate Fund | $138M | May 6, 2024 | 5 | Feb 16, 2012 | reported | 021-135899 |
| RELATED REAL ESTATE DEBT FUND IV, LP | Real Estate Fund | $134M | May 6, 2024 | 5 | Mar 29, 2024 | reported | 021-478814 |
| RFM-VF MULTIFAMILY CORE+ LLC | Real Estate Fund | $108M | May 6, 2024 | 2 | Mar 30, 2020 | reported | n/a |
| RHRE DEBT FUND IV CO-INVESTMENT FUND, LP | Real Estate Fund | $101M | May 6, 2024 | 1 | Mar 29, 2024 | reported | 021-482005 |
| RFM-NYCRS SANDY LLC | Real Estate Fund | $90.0M | May 6, 2024 | 6 | Mar 28, 2014 | reported | n/a |
| UNIVERSE R.E., LLC | Real Estate Fund | $81.5M | May 6, 2024 | 2 | Mar 28, 2014 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BLAU, JEFF, T | EXECUTIVE VICE PRESIDENT | Na | yes | 01/2011 | Feb 16, 2012 | May 6, 2024 |
| KRAUS, JAMES, L | CHIEF FINANCIAL OFFICER | Na | yes | 08/2014 | Mar 31, 2015 | May 6, 2024 |
| METZ, JUSTIN, EVERETT | Member | E | yes | 01/2010 | Feb 16, 2012 | May 6, 2024 |
| METZ, JUSTIN, EVERETT | President | Na | yes | 01/2013 | Feb 16, 2012 | May 6, 2024 |
| O'TOOLE, RICHARD, L. | EXECUTIVE VICE PRESIDENT | Na | yes | 01/2011 | Feb 16, 2012 | May 6, 2024 |
| RFM HOLDCO LLC | MANAGING MEMBER | E | yes | 12/2019 | Jan 27, 2020 | May 6, 2024 |
| SOUSA HOLDINGS LLC | Member | C | yes | 12/2019 | Jan 27, 2020 | May 6, 2024 |
| ZACHARIAS, SUZANNE, NMN | CHIEF COMPLIANCE OFFICER | Na | yes | 05/2016 | Mar 31, 2017 | May 6, 2024 |
| ARIZONA STATE RETIREMENT SYSTEM | Member | B | no | 12/2019 | Jan 27, 2020 | May 6, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| RDF IV GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| RECS II GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| RECS II GP, LTD. | n/a | n/a | n/a | Y | yes | n/a |
| RELATED ENERGY FOCUSED FEEDER GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| RELATED ENERGY FOCUSED REAL ESTATE FUND GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| RELATED REAL ESTATE FUND II (FEEDER) GP, L.P. | n/a | n/a | n/a | Y | yes | n/a |
| RELATED REAL ESTATE FUND II GP, L.P. | n/a | n/a | n/a | Y | yes | n/a |
| RELATED REAL ESTATE FUND III (JERSEY FEEDER) GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| RELATED REAL ESTATE FUND III GP, L.P. | n/a | n/a | n/a | Y | yes | n/a |
| RELATED REAL ESTATE FUND IV (JERSEY FEEDER) GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| RELATED REAL ESTATE OPPORTUNITY ZONE PARTNERS GP II, LP | n/a | n/a | n/a | Y | yes | n/a |
| RELATED REAL ESTATE OPPORTUNITY ZONE PARTNERS GP III , LP | n/a | n/a | n/a | Y | yes | n/a |
| RELATED REAL ESTATE OPPORTUNITY ZONE PARTNERS GP, LP | n/a | n/a | n/a | Y | yes | n/a |
| RELATED REAL ESTATE RECOVERY FUND GP (FEEDER) LIMITED | n/a | n/a | n/a | Y | yes | n/a |
| RELATED REAL ESTATE RECOVERY FUND GP, LP | n/a | n/a | n/a | Y | yes | n/a |
| RELATED UBC OPPORTUNITY FUND GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| RFM AFFORDABLE HOUSING FUND GP, L.P. | n/a | n/a | n/a | Y | yes | n/a |
| RFM CHERRY STREET REIT GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| RFM CRE GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| RFM KJ 2015 GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| RFM LEAD SMA INVESTMENT MANAGER LLC | n/a | n/a | n/a | Y | yes | n/a |
| RRED GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| SAND CAPITAL LLC | n/a | n/a | n/a | Y | yes | n/a |
| THE RELATED COMPANIES, L.P. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| LOS ANGELES | CA | United States | 3 | no |
| BOCA RATON | FL | United States | 3 | no |
| Dallas | TX | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $14B | $13B | 69 | 54 | 3 | 40 | n/a |
| 2024 | Mar 31, 2025 | $13B | $12B | 64 | 52 | 3 | 40 | n/a |
| 2023 | Mar 29, 2024 | $13B | $12B | 55 | 46 | 3 | 34 | $12B |
| 2022 | Mar 31, 2023 | $11B | $11B | 57 | 47 | 2 | 31 | $11B |
| 2021 | Mar 31, 2022 | $12B | $10B | 46 | 36 | 2 | 33 | $12B |
| 2020 | Mar 31, 2021 | $9.7B | $9.7B | 47 | 39 | 1 | 31 | $9.2B |
| 2019 | Mar 30, 2020 | $7.0B | $7.0B | 48 | 31 | 1 | 30 | $6.6B |
| 2018 | Mar 29, 2019 | $5.2B | $5.2B | 39 | 25 | 1 | 24 | $4.9B |
| 2017 | Mar 29, 2018 | $4.7B | $4.7B | 45 | 28 | 1 | 20 | $4.4B |
| 2016 | Mar 31, 2017 | $3.5B | $3.5B | 42 | 33 | n/a | 16 | $3.4B |
| 2015 | Mar 31, 2016 | $3.3B | $3.3B | 42 | 33 | n/a | 13 | $3.2B |
| 2014 | Mar 31, 2015 | $2.3B | $2.3B | 41 | 32 | n/a | 12 | $2.3B |
| 2013 | Mar 28, 2014 | $2.3B | $2.3B | 40 | 28 | n/a | 8 | $2.3B |
| 2012 | Mar 28, 2013 | $1.6B | $1.6B | 30 | 23 | n/a | 4 | $1.6B |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $14B | $13B | 5.0% | $11B | 7.0% | 69 | 64 | 3 | 3 |