DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

F•••••••• R••••• A••••••• L••

CRD 300633

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:6db73b55-9d1f-4683-4f39-9f30e31da3e3

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 9
On other graphs: 2
Observed: Mar 13, 2019 to Mar 30, 2026
18 observations

Across DFX

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

Private Equityidentity

F•••••••• R••••• A••••••• L••

Intermediary · shared crd

Real Estate Fundsidentity

F•••••••• R••••• A••••••• L••

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=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $6.2B••• Locked
Discretionary RAUM: $3.5B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 370

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
F•••••••• U••• M••••••••• C••• P••• F••• I• L•	Real Estate Fund	$733M	Mar 30, 2026	9	Mar 30, 2022	reported	021-385961
F•••••••• A••••••••• H•••••• P••••••••• F••• L•	Real Estate Fund	$545M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• R••••••• L•••••••	CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER, AND PRES•••NT	Na	yes	01/2022	Jan 12, 2022	Mar 29, 2024
C••••••	MANAGING MEMBER	D	yes	04/2019	Apr 29, 2019	Mar 29, 2024

Affiliates (Item 7.A)

••• Locked

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

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

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	$6.2B	$5.2B	19.5%	$4.5B	11.3%	370	371	0	0

Relationships

Advises (6)

→ F•••••••• A••••••••• H•••••• P••••••••• F••• L•Private fundReal Estate Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ F•••••••• U••• M••••••••• C••• P••• J•••• V•••••• L•Private fundReal Estate Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ F•••••••• U••• M••••••••• C••• P••• F••• I• L•Private fundReal Estate Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ F•••••••• U••• M••••••••• V•••• A•• F••• I• P• L•••

Dated events

Occurred
Mar 30, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$55.3M
Occurred
Mar 30, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$128M
Occurred
Mar 30, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$55.3M
Occurred
Mar 30, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6db73b55-9d1f-4683-4f39-9f30e31da3e3
First observed: Mar 13, 2019
Last observed: Mar 30, 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.