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Reading the graph
CRD 330219
WEST PALM BEACH, FL
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 |
|---|---|---|---|---|---|---|---|
| SOUTHERN REALTY TRUST INC. | Real Estate Fund | $58.0M | Jun 24, 2024 | 6 | Mar 15, 2024 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CASTLE KEY INVESTMENTS GROUP LLC | Member | E | yes | 01/2024 | Jun 18, 2024 | Jun 24, 2024 |
| KIM, ANNA, LEE | CHIEF COMPLIANCE OFFICER | Na | yes | 05/2024 | Jun 18, 2024 | Jun 24, 2024 |
| SEDRISH, BRIAN, HOWARD | President | Na | yes | 01/2024 | Jun 18, 2024 | Jun 24, 2024 |
| TANNENBAUM, LEONARD, MARK | MEMBER / MANAGER | E | yes | 01/2024 | Jun 18, 2024 | Jun 24, 2024 |
| TANNENBAUM, LEONARD, MARK | Manager | Na | yes | 10/2023 | Jun 18, 2024 | Jun 24, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SUNRISE MANAGER LLC | n/a | Asset manager | $312M | N | yes | n/a |
| AFC MANAGEMENT, LLC | n/a | Asset manager | $276M | N | yes | n/a |
| AFC INSTITUTIONAL FUND HOLDINGS LLC | n/a | n/a | n/a | N | yes | n/a |
| AFC INSTITUTIONAL FUND MANAGER LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 28, 2026 | $206M | $206M | 28 | 9 | 0 | 1 | n/a |
| 2024 | Mar 28, 2025 | $145M | $145M | 7 | 7 | 0 | 1 | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $206M | $145M | 42.0% | n/a | n/a | 28 | 7 | 0 | 0 |