DFX Intelligence

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

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 1b 10b

R••••••••• C••••••• L••

CRD 161078

COLUMBUS, OH

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Data as of Jul 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 43
Dated events: 20
On other graphs: 3
Observed: Feb 14, 2012 to Jul 8, 2026
40 observations

Across DFX

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

Private Equityidentity

R••••••••• C••••••• L••

Private equity manager · same CRD, same SEC file number

Independent Sponsorsidentity

R••••••••• C••••••• L••

Capital provider to sponsors · same CRD, same SEC file number

Real Estate Fundsidentity

R••••••••• C••••••• L••

Real estate fund manager · same CRD, same SEC file number

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderived••• Locked
Regulatory AUM: $5.0B••• Locked
Discretionary RAUM: $5.0B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 125
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
R••••••••• H••••••••• F••• V••• L•••	Real Estate Fund	$1.4B	Jul 8, 2026	218	Mar 30, 2021	reported	021-360638
R••••••••• H••••••••• F••• V•• L•••	Real Estate Fund	$1.0B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••••••• B••••• M•••••••	EXECUTIVE VICE PRESIDENT	Na	yes	03/2016	Oct 1, 2020	May 9, 2024
E••••••• T••••• F••••	GENERAL COUNSEL	Na	yes	06/2022	Jun 6, 2022	May 9, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••••••••• H••••••••• M••••••••• L••	n/a	n/a	n/a	N	yes	n/a
N• D•••••••• I••••••••• H••••••• L••	n/a	n/a	n/a	N	yes	n/a
R• B•••••••• I••••••••• H••••••• L••

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	$5.0B	$4.8B	4.6%	$3.8B	9.5%	125	119	0	0

Relationships

Advises (32)

→ R••••••••• H••••••••• F••• V• L•••Private fundReal Estate Fund, IA
Jun 21, 2013 to presentfactForm ADV
→ R• S••••• Q• F•••• L••Private fundReal Estate Fund, IA
Mar 30, 2021 to presentfactForm ADV
→ R••••••••• P•••••••• F••• I• L•Private fundReal Estate Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ B••••••••• H••••••••• H••••••• L••

Dated events

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

Order

Occurred
8 Jul 2026
Private fund first reported3 events
Private fund first reported: 3 on 8 Jul 2026
$1.2M to $5.8M
- ••• Locked$5.8M
- ••• Locked$2.7M
- ••• Locked$1.2M
Occurred
30 Mar 2023
Control person left2 events
R••••••••• C••••••• L••: control person left, 2 events, on 30 Mar 2023
- ••• Locked
- ••• Locked
Occurred
6 Jun 2022
Control person joined2 events
R••••••••• C••••••• L••: control person joined, 2 events, on 6 Jun 2022
- ••• Locked
- ••• Locked
Occurred
6 May 2022
Control person left
••• Locked
Form ADV
Occurred
30 Mar 2022
Regulatory AUM changed
••• Locked
Form ADV
$756M

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 14, 2012
Last observed: Jul 8, 2026 2 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.

All 25 rows

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
R••••••••• H••••••••• F••• V• F••••• L••	Real Estate Fund	$51.6M	Jul 8, 2026	4	Mar 30, 2020	reported	n/a
R•• C•••••••• I••••••••• H••••••• L••	Real Estate Fund	$38.8M	Jul 8, 2026	27	Mar 30, 2020	reported	021-293271
R••••• C••••• C•••• I••••••••• H••••••• L••	Real Estate Fund	$32.3M	Jul 8, 2026	40	Mar 30, 2020	reported	021-341205
R• S••••• Q• F•••• L••	Real Estate Fund	$31.0M	Jul 8, 2026	76	Mar 30, 2021	reported	021-375385
R•• E•••• I••••••••• H••••••• L••	Real Estate Fund	$25.7M	Jul 8, 2026	41	Mar 30, 2023	reported	021-465711
B••••••••• H••••••••• H••••••• L••	Private Equity Fund	$24.6M	Jul 8, 2026	41	Feb 14, 2012	reported	n/a
R•• D••••• H••••••• L••	Real Estate Fund	$20.2M	Jul 8, 2026	5	Mar 29, 2024	reported	021-502490
R•• L••••••••• H••••••• I•• L••	Real Estate Fund	$20.1M	Jul 8, 2026	38	Mar 29, 2024	reported	021-483014
R•• L••••••••• I••••••••• H••••••• I• L••	Real Estate Fund	$20.0M	Jul 8, 2026	35	Mar 30, 2020	reported	021-281321
R••••• S••••••• I••••••••• H••••••• L••	Real Estate Fund	$14.0M	Jul 8, 2026	71	Mar 30, 2020	reported	021-233454
R• H•••••••• H••••••• L••	Real Estate Fund	$6.9M	May 9, 2024	3	Mar 30, 2022	dropped	021-430927
R•• H••••••• I••••••••• H••••••• L••	Real Estate Fund	$5.8M	Jul 8, 2026	2	Jul 8, 2026	reported	021-552465
R• M••••••• I••••••••• H••••••• L••	Real Estate Fund	$4.2M	May 6, 2021	9	Mar 30, 2020	dropped	021-315104
R• H•••••••• Q• F••• L••	Real Estate Fund	$4.1M	May 9, 2024	17	Mar 30, 2022	dropped	021-430964
R• T•••••••• I••••••••• H••••••• L••	Real Estate Fund	$3.4M	May 6, 2021	8	Mar 30, 2020	dropped	021-315115

All 18 rows

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
R•• P••••••• V• L••	n/a	n/a	n/a	N	yes	n/a
R•• P••••••• V•• L••	n/a	n/a	n/a	N	yes	n/a
R•• P••••••• V••• L••	n/a	n/a	n/a	N	yes	n/a
R•• C•••••••• H•••• I••••••••• H••••••• L••	n/a	n/a	n/a	Y	no	n/a
R•• E•••• H•••• I••••••••• H••••••• L••	n/a	n/a	n/a	N	yes	n/a
R•• L••••••••• H•••• I••••••••• H••••••• I• L••	n/a	n/a	n/a	N	yes	n/a
R•• L••••••••• I••••••••• H••••••• I•• L••	n/a	n/a	n/a	N	yes	n/a
R•• M••••••• L••	n/a	n/a	n/a	N	yes	n/a

All 14 rows

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 30, 2016	$1.8B	$1.8B	68	25	n/a	7	$1.8B
2014	Mar 26, 2015	$2.0B	$2.0B	56	22	n/a	7	$2.0B
2013	Mar 31, 2014	$1.6B	$1.6B	50	21	n/a	7	$1.6B
2012	Apr 1, 2013	$1.4B	$1.4B	45	23	n/a	6	$1.4B