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CRD 300788
SCOTTSDALE, AZ
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 |
|---|---|---|---|---|---|---|---|
| J•••••• B••••••• L•• | Real Estate Fund | $35.7M | Jul 24, 2024 | 3 | Jul 21, 2019 | reported | n/a |
| J•••••• N•• M•••••• L•• | Real Estate Fund | $30.3M |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B•••• L•••••••• D•••• | MANAGING PARTNER | Na | yes | 01/2020 | Mar 27, 2020 | Mar 30, 2022 |
| B•••• L•••••••• D•••• | M•••••• | F | yes | 01/2020 | Mar 27, 2020 | Mar 30, 2022 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| J•• L••• M••••••• L•• | n/a | n/a | n/a | N | yes | n/a |
| J•• P••••• M••••••• L•• | n/a | n/a | n/a | N | yes | n/a |
| J•• S•••••• C•• M••••••• L•• | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 2 | no |
| LOS ANGELES | CA | United States | 1 | no |
| COCONUT GROVE | FL | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2021 | Mar 30, 2022 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2021 | $258M | $146M | 77.6% | n/a | n/a | 13 | 11 | 5 | 4 |
| 24 |
| Jul 21, 2019 |
| reported |
| 021-345153 |
| J•• L• P••••••••• F•••• L•• | Real Estate Fund | $9.3M | Jul 24, 2024 | 49 | Mar 30, 2021 | reported | 021-378881 |
| J•• P•••••• L•• | Venture Capital Fund | $944,842 | Jul 24, 2024 | 26 | Mar 30, 2021 | reported | 021-367829 |
| J•• S•••••• C•• F•••• L•• | Venture Capital Fund | $882,413 | Jul 24, 2024 | 12 | Nov 27, 2019 | reported | 021-354930 |
| GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER |
| Na |
| yes |
| 03/2019 |
| Apr 4, 2019 |
| Mar 30, 2022 |
| J•••••• R••• E••••• L•• | SOLE MEMBER | E | yes | 02/2019 | Sep 3, 2019 | Mar 30, 2022 |
| K•••• A••••••••• J••••• | M•••••• | F | yes | 02/2019 | Apr 4, 2019 | Mar 30, 2022 |
| K•••• A••••••••• J••••• | MANAGING PARTNER | Na | yes | 02/2019 | Apr 4, 2019 | Mar 30, 2022 |
| R••••• A•••••• A•••••• | MANAGING PARTNER | Na | yes | 02/2019 | Apr 4, 2019 | Mar 30, 2022 |
| R••••• A•••••• A•••••• | M•••••• | F | yes | 02/2019 | Apr 4, 2019 | Mar 30, 2022 |
| S•••••• J•••••••• M••••••• | M•••••• | F | yes | 02/2019 | Apr 4, 2019 | Mar 30, 2022 |
| S•••••• J•••••••• M••••••• | MANAGING PARTNER | Na | yes | 02/2019 | Apr 4, 2019 | Mar 30, 2022 |
| W•••• J••• A•••••••• | MANAGING PARTNER | Na | yes | 02/2019 | Apr 4, 2019 | Mar 30, 2022 |
| W•••• J••• A•••••••• | M•••••• | F | yes | 02/2019 | Apr 4, 2019 | Mar 30, 2022 |
| n/a |
| n/a |
| Y |
| yes |
| n/a |
| J•••••• B•••••• M••••••• L•• | n/a | n/a | n/a | Y | no | n/a |
| J•••••• C•••••• P•••••••• L•• | n/a | n/a | n/a | N | yes | n/a |
| R•••• C•••••• P••••••• L•• | n/a | n/a | n/a | Y | no | n/a |
| $258M |
| $49.9M |
| 13 |
| 9 |
| 5 |
| 5 |
| $80.8M |
| 2020 | Mar 30, 2021 | $146M | $24.1M | 11 | 8 | 4 | 5 | $24.1M |
| 2019 | Mar 27, 2020 | $98.6M | $15.4M | 12 | 8 | 0 | 3 | $15.4M |