DFX Intelligence

R••••••••• P•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

R••••••••• P•••••••

R••••••••• P•••••••, L.P., CRD 156988

PHILADELPHIA, PA

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Search this name across graphsid dfx:ria:5286c5e4-5e18-2951-55d8-be7e0c48bce4

Data as of Apr 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 6
On other graphs: 1
Observed: Feb 16, 2012 to Apr 25, 2026
29 observations

Across DFX

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

Real Estate Fundsidentity

R••••••••• P•••••••

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=0.87 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $379M••• Locked
Discretionary RAUM: $379M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 43

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
R••••••••• P••••••••• F••• I••• L•	Real Estate Fund	$210M	Mar 27, 2024	40	Mar 30, 2016	reported	021-239738
R••••••••• P••••••••• F••• I•• L•	Real Estate Fund	$130M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• R•••••• B••••	GENERAL COUNSEL & SENIOR MANAGING PRINCIPAL	Na	yes	09/2005	Feb 16, 2012	Mar 27, 2024
H•••••••• F•••• C••••••	MANAGING PRINCIPAL	Na	yes	08/2018	Mar 29, 2019	Mar 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
R• C••• M•••••• L••	n/a	n/a	n/a	N	yes	n/a
R• O••••••••• L••	n/a	n/a	n/a	N	yes	n/a
R••••••••• M••••••• F••• G•• L••	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	5	no
Atlanta	Ga	United States	2	no
Alexandria	Va	United States	2	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

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	$379M	$461M	-17.8%	$1.2B	-31.5%	43	56	2	3

Relationships

Advises (10)

→ R••••••••• P••••••••• F••• I••• L•Private fundReal Estate Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ C••• C••••••••• I••• L••Private fundReal Estate Fund, IA
Mar 31, 2020 to presentfactForm ADV
→ R••••••••• M••••••• F•••• L•Private fundReal Estate Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ C••• C••••••••• I• L••

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
R••••••••• P••••••• reported RAUM $331.2M, down 28% from $461.2M (2025-03-31 to 2026-03-31)
Form ADVobserved 7 days ago
$-130M
Occurred
Mar 31, 2025
Regulatory AUM changed
R••••••••• P••••••• reported RAUM $461.2M, down 32% from $681.0M (2024-03-27 to 2025-03-31)
Form ADVobserved 7 days ago
$-220M
Occurred
Mar 27, 2024
Regulatory AUM changed
R••••••••• P••••••• reported RAUM $681.0M, down 42% from $1.2B (2023-03-31 to 2024-03-27)
Form ADVobserved 7 days ago
$-496M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5286c5e4-5e18-2951-55d8-be7e0c48bce4
First observed: Feb 16, 2012
Last observed: Apr 25, 2026 5 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.