DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

T••••••••• R• F••• M••••••••• C•••••• I• L••

CRD 291631

NEW YORK, NY

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Search this name across graphsid dfx:ria:8d68c429-3877-0c81-9642-f67a3b480149

Data as of Jun 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 8
On other graphs: 1
Observed: Dec 21, 2017 to Jun 12, 2026
18 observations

Across DFX

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

Real Estate Fundsidentity

T••••••••• R• F••• M••••••••• C•••••• I• L••

Real estate fund manager · key crd, key sfn adviser, 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=false bd_reps=0.0
Regulatory AUM: $568M••• Locked
Discretionary RAUM: $568M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 23

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T••••••••• E••••••• R••• E••••• F••• I• L•	Real Estate Fund	$378M	Jun 12, 2026	82	Mar 31, 2022	reported	021-424880
T••••••••• E••••••• R••• E••••• F••• I• L•	Real Estate Fund	$180M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
J•••••• A•••••	Owner	E	yes	12/2017	Dec 21, 2017	Mar 27, 2024
J•••••• A•••••	MANAGING PRINCIPAL	Na	yes	12/2017	Dec 21, 2017	Mar 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••• P••••••• L••	n/a	n/a	n/a	N	yes	n/a
T••••••••• A•••••• L••	n/a	n/a	n/a	N	yes	n/a
T••••••••• M••••• L••	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
CORONA DEL MAR	CA	United States	3	no
Bethesda	Md	United States	2	no

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	$568M	$553M	2.7%	$541M	1.6%	23	24	3	3

Relationships

Advises (3)

→ T••••••••• E••••••• R••• E••••• F••• I• N••••••• A•• L•Private fundReal Estate Fund, IA
Apr 24, 2019 to presentfactForm ADV
→ T••••••••• E••••••• R••• E••••• F••• I• L•Private fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ T••••••••• E••••••• R••• E••••• F••• I• L•Private fundReal Estate Fund, IA
May 29, 2018 to presentfactForm ADV

Controls (5)

Dated events

Occurred
Jun 12, 2026
Ria indirect owner change
••• Locked
Form ADVobserved today
Occurred
Jun 12, 2026
Ria indirect owner change
••• Locked
Form ADVobserved today
Occurred
Jun 12, 2026
Ria office opened
••• Locked
Form ADVobserved today
Occurred
Mar 29, 2023

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8d68c429-3877-0c81-9642-f67a3b480149
First observed: Dec 21, 2017
Last observed: Jun 12, 2026 3 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.