DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

T•••••• S••••• P••••••••• L•••

CRD 160079

NEW YORK, NY

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Search this name across graphsid dfx:ria:58abae61-f732-674a-48d4-61c55d3dd0d6

Data as of Apr 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 166
Dated events: 21
On other graphs: 2
Observed: Feb 10, 2012 to Apr 20, 2026
35 observations

Across DFX

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

Venture Capitalidentity

T•••••• S••••• P••••••••• L•••

Venture manager · key cik, key crd, key sfn adviser, shared crd

Real Estate Fundsidentity

T•••••• S••••• P••••••••• L•••

Real estate fund manager · key cik, 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $15B••• Locked
Discretionary RAUM: $15B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 491

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
E••••• H•••••• P•••••••• L•••	Real Estate Fund	$826M	Jan 23, 2013	158	Feb 10, 2012	dropped	n/a
T•••••• S••••• E••••••• C••• F••• F••••••	Real Estate Fund	$798M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• M••••••• B••••	G•••••• COUNSEL, VICE PRESIDENT & SECRETARY	Na	yes	01/2007	Feb 10, 2012	Mar 28, 2024
D••••• J•••••• G••••••	CHIEF FINANCIAL OFFICER, VICE PRESIDENT & TREASURER	Na	yes	12/2016	Mar 31, 2017	Mar 28, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
5• H••••• S••••• G•• L•••••	n/a	n/a	n/a	Y	yes	n/a
B••••••••• S•••••••• L••••	n/a	n/a	n/a	Y	no	n/a
C••••••• E••• B••••••• G•• L•••••	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Shanghai	n/a	China	54	no
London	n/a	United Kingdom	32	no
SAN FRANCISCO	CA	United States	30	no
NEW YORK	NY	United States	28	no
Frankfurt	n/a

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	$15B	$14B	7.7%	$17B	-2.3%	491	511	26	26

Relationships

showing 80 of 166

Advises (79)

→ T•••••• S••••• U••• C••••••••• P•••••••• L•••Private fundReal Estate Fund, IA
Mar 30, 2015 to presentfactForm ADV
→ T•••••• S••••• M•••• L••• P••••••• I•• L•••Private fundReal Estate Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ T•••••• S••••• B••••• F••••• I•• ••• L•••Private fundReal Estate Fund, IA
Feb 10, 2012 to presentfactForm ADV
→ 4•••••• E••••••• A••••• L• J•• L•••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 20, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$13.8M
Occurred
Apr 20, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$12.5M
Occurred
Apr 20, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$92.1M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:58abae61-f732-674a-48d4-61c55d3dd0d6
First observed: Feb 10, 2012
Last observed: Apr 20, 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.