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CRD 160056
AUSTIN, TX
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 |
|---|---|---|---|---|---|---|---|
| PENNYBACKER VI, LP | Real Estate Fund | $1.4B | Jul 12, 2024 | 208 | Mar 31, 2023 | reported | 021-449583 |
| PENNYBACKER V, LP | Real Estate Fund | $858M | Jul 12, 2024 | 65 | Mar 30, 2020 | reported | 021-344315 |
| PENNYBACKER EVERGREEN PARTNERS, LP | Real Estate Fund | $271M | Jul 12, 2024 | 18 | Mar 29, 2022 | reported | 021-429212 |
| PENNYBACKER EIV, LP | Real Estate Fund | $260M | Jul 12, 2024 | 38 | Mar 30, 2020 | reported | 021-352661 |
| PENNYBACKER IV, LP | Real Estate Fund | $225M | Jul 12, 2024 | 98 | Mar 27, 2017 | reported | 021-272833 |
| PENNYBACKER CRITICAL INFRASTRUCTURE PARTNERS I, LP | Private Equity Fund | $200M | Jul 12, 2024 | 6 | Mar 28, 2024 | reported | 021-484896 |
| PENNYBACKER REAL ESTATE CREDIT II, LP | Real Estate Fund | $137M | Jul 12, 2024 | 31 | Mar 30, 2020 | reported | 021-350816 |
| PENNYBACKER III, LP | Real Estate Fund | $57.7M | Jul 12, 2024 | 88 | Mar 27, 2014 | reported | 021-209609 |
| PENNYBACKER CREDIT I, LP | Real Estate Fund | $52.6M | Jul 12, 2024 | 5 | Mar 27, 2019 | reported | 021-315528 |
| PENNYBACKER CREDIT II-A, LP | Real Estate Fund | $25.5M | Apr 20, 2022 | 2 | Mar 29, 2022 | dropped | 021-425476 |
| PBC ALLANDALE, LP | Real Estate Fund | $24.8M | Jul 12, 2024 | 2 | Mar 30, 2020 | reported | 021-349102 |
| DFW AFFORDABLE MULTIFAMILY HOLDINGS, LP | Real Estate Fund | $20.8M | Jul 12, 2024 | 47 | Mar 27, 2019 | reported | 021-329854 |
| PBC DENVER 2021 EQUITY I, LP | Real Estate Fund | $19.8M | Jul 12, 2024 | 2 | Mar 31, 2023 | reported | 021-436329 |
| PBC AUSTIN 2021 EQUITY I, LP | Real Estate Fund | $19.8M | Jul 12, 2024 | 2 | Mar 29, 2022 | reported | 021-427435 |
| PBC 1111 W 6TH, LP | Real Estate Fund | $16.3M | Jul 12, 2024 | 31 | Mar 29, 2022 | reported | 021-406653 |
| 7938 GREAT NORTHERN, LP | Real Estate Fund | $15.6M | Jul 12, 2024 | 26 | Mar 27, 2019 | reported | 021-312946 |
| PENNYBACKER CRITICAL INFRASTRUCTURE PARTNERS I B, LP | Private Equity Fund | $15.0M | Jul 12, 2024 | 2 | Mar 28, 2024 | reported | 021-500410 |
| PBC 3801 SYCAMORE SCHOOL ROAD, LP | Real Estate Fund | $10.7M | Jul 12, 2024 | 39 | Mar 29, 2022 | reported | 021-391153 |
| N3 OPPORTUNITY FUND I, LP | Real Estate Fund | $9.5M | Jul 12, 2024 | 38 | Feb 13, 2012 | reported | 021-112767 |
| PBC 4901 PACIFIC DRIVE, LP | Real Estate Fund | $6.5M | Jul 12, 2024 | 35 | Mar 30, 2020 | reported | 021-349682 |
| PENNYBACKER REAL ESTATE CREDIT II PACIFIC, LLC | Real Estate Fund | $3.8M | Jul 12, 2024 | 1 | Mar 31, 2023 | reported | n/a |
| MC UPTOWN OFFICE, LLC | Real Estate Fund | $2.9M | Aug 25, 2014 | 2 | Feb 13, 2012 | dropped | n/a |
| 1515 CESAR CHAVEZ HOLDINGS, LP | Real Estate Fund | $2.5M | Jul 12, 2024 | 4 | Mar 23, 2021 | reported | n/a |
| MCKALLA STATION HOLDINGS, LP | Real Estate Fund | $1.3M | Jul 12, 2024 | 4 | Mar 31, 2023 | reported | n/a |
| 5209 BURNET ROAD HOLDINGS, LP | Real Estate Fund | $1.2M | Jul 12, 2024 | 3 | Mar 29, 2022 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BEIER, THOMAS, HENRY | President | Na | yes | 01/2023 | Mar 29, 2022 | Jul 12, 2024 |
| Berry, Angela, Michelle | LIMITED PARTNER | C | yes | 12/2005 | May 31, 2023 | Jul 12, 2024 |
| BERRY, TIMOTHY, PARKER | LIMITED PARTNER | C | yes | 12/2005 | Feb 13, 2012 | Jul 12, 2024 |
| BERRY, TIMOTHY, PARKER | MANAGER; CHIEF EXECUTIVE OFFICER | Na | yes | 04/2006 | Feb 13, 2012 | Jul 12, 2024 |
| CAVU HOLDINGS, LTD. | Shareholder | C | yes | 06/2019 | Jan 14, 2020 | Jul 12, 2024 |
| JACOT, LINDSEY, AMBER | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | Na | yes | 03/2020 | Mar 30, 2020 | Jul 12, 2024 |
| PCM FEEDER GP, LLC | GENERAL PARTNER | F | yes | 05/2024 | Jun 13, 2024 | Jul 12, 2024 |
| PCM FEEDER GP, LLC | GENERAL PARTNER | F | yes | 05/2024 | Jun 13, 2024 | Jul 12, 2024 |
| PCM MANAGEMENT FEEDER, LP | LIMITED PARTNER | E | yes | 05/2024 | Jun 13, 2024 | Jul 12, 2024 |
| PCM MANAGEMENT HOLDCO, LP | Shareholder | D | yes | 05/2024 | Jun 13, 2024 | Jul 12, 2024 |
| REYNA, VINCENT, PATRICK | MEMBER AND CHIEF INVESTMENT OFFICER | Na | yes | 01/2009 | Feb 13, 2012 | Jul 12, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| 14001 INWOOD ROAD HOLDINGS GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| 1515 CESAR CHAVEZ HOLDINGS GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| 3200 IRVING HOLDINGS GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| 4901 PACIFIC DRIVE GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| 5209 BURNET ROAD HOLDINGS GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| 7938 GREAT NORTHERN GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| 8908 AMBASSADOR ROW HOLDINGS GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| DFW AFFORDABLE MULTIFAMILY HOLDINGS GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| MCKALLA STATION HOLDINGS GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| NORTH DALLAS COMMERCIAL PORTFOLIO GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PBC 1111 W 6TH GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PBC 3801 SYCAMORE SCHOOL ROAD GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PBC ALLANDALE GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PBC AUSTIN 2021 EQUITY I GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PBC DENVER 2021 EQUITY I GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PENNYBACKER CREDIT I GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PENNYBACKER CREDIT II GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PENNYBACKER CRITICAL INFRASTRUCTURE PARTNERS I GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PENNYBACKER EIV GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PENNYBACKER EVERGREEN PARTNERS GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PENNYBACKER III GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PENNYBACKER IV GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PENNYBACKER REALTY ADVISORS, LP | n/a | n/a | n/a | Y | yes | n/a |
| PENNYBACKER V GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PENNYBACKER VI GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Denver | Co | United States | 7 | no |
| NEW YORK | NY | United States | 4 | no |
| Charlotte | Nc | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $4.9B | $4.3B | 63 | 43 | 4 | 28 | n/a |
| 2024 | Mar 28, 2025 | $5.2B | $4.0B | 61 | 45 | 4 | 26 | n/a |
| 2023 | Mar 28, 2024 | $3.7B | $3.7B | 54 | 39 | 3 | 23 | $3.7B |
| 2022 | Mar 31, 2023 | $3.0B | $3.0B | 53 | 39 | 3 | 25 | $3.0B |
| 2021 | Mar 29, 2022 | $2.3B | $2.3B | 39 | 29 | 3 | 23 | $2.3B |
| 2020 | Mar 23, 2021 | $2.1B | $2.1B | 36 | 28 | 3 | 13 | $2.1B |
| 2019 | Mar 30, 2020 | $2.0B | $2.0B | 35 | 25 | 2 | 11 | $2.0B |
| 2018 | Mar 27, 2019 | $888M | $888M | 28 | 25 | 2 | 8 | $888M |
| 2017 | Mar 29, 2018 | $731M | $731M | 19 | 15 | 0 | 5 | $731M |
| 2016 | Mar 27, 2017 | $635M | $635M | 15 | 14 | n/a | 5 | $635M |
| 2015 | Mar 29, 2016 | $419M | $419M | 15 | 3 | n/a | 4 | $307M |
| 2014 | Mar 3, 2015 | $422M | $422M | 10 | 3 | n/a | 4 | $422M |
| 2013 | Mar 27, 2014 | $218M | $218M | 9 | 3 | n/a | 5 | $218M |
| 2012 | Mar 14, 2013 | $128M | $128M | 10 | 2 | n/a | 4 | $128M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.9B | $5.2B | -6.2% | $3.0B | 17.1% | 63 | 61 | 4 | 4 |