DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

A•••••• C•••••• M••••••••• L••

CRD 172704

IRVINE, CA

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Search this name across graphsid dfx:ria:8fc78871-14c2-0321-4a37-d8d7fc6a771c

Data as of Apr 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 45
Dated events: 12
On other graphs: 1
Observed: Sep 22, 2014 to Apr 28, 2026
23 observations

Across DFX

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

Real Estate Fundsidentity

A•••••• C•••••• M••••••••• 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=false bd_reps=0.0
Regulatory AUM: $3.7B••• Locked
Discretionary RAUM: $3.7B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 103

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A•••••• A••••••••• H•••••• I•• L••	Real Estate Fund	$1.2B	Mar 28, 2024	37	Mar 30, 2020	reported	021-364332
A•••••• A••••••••• H•••••• R••••••••• F•••• L•••	Real Estate Fund	$1.0B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••• C•••••• H•••••••• L••	MANAGING MEMBER	F	yes	12/2021	Mar 31, 2022	Mar 28, 2024
A•••••• C•••••• H•••••••• L••	MANAGING MEMBER	Na	yes	12/2021	Mar 31, 2022	Mar 28, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A•••••• A• I• C•••••••• G•• L••	n/a	n/a	n/a	Y	no	n/a
A•••••• A• M• I••• L••	n/a	n/a	n/a	Y	no	n/a
A•••••• A• M• I•• L••	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Alexandria	Va	United States	1	no

Regulatory AUM by fiscal year

••• Locked

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

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	$3.7B	$3.6B	3.1%	$3.6B	1.0%	103	98	1	1

Relationships

Advises (12)

→ A•••••• A••••••••• H•••••• R••••••••• F•••• L•••Private fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ A•••••• I•• N• C••••••••• F•••• L••Private fundReal Estate Fund, IA
Mar 28, 2018 to presentfactForm ADV
→ A•••••• A••••••••• H•••••• I••• L••Private fundReal Estate Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ A•••••• A••••••••• H•••••• I•• L••

Dated events

Occurred
Mar 31, 2023
Control person joined
Lawrence Geoffrey Stack (Trustee) appeared on Schedule A of A•••••• C•••••• M••••••••• L••
Form ADVobserved 7 days ago
Occurred
Mar 31, 2023
Control person joined
Cameron Douglas Neff (Trustee) appeared on Schedule A of A•••••• C•••••• M••••••••• L••
Form ADVobserved 7 days ago
Occurred
Mar 31, 2023
Control person joined
Sampson Donald Grant (Trustee) appeared on Schedule A of A•••••• C•••••• M••••••••• L••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8fc78871-14c2-0321-4a37-d8d7fc6a771c
First observed: Sep 22, 2014
Last observed: Apr 28, 2026 4 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.

Controls (24)

← N•••• D••••••• C••••••OwnerT••••••, ownership code F, individual
Mar 31, 2023 to Mar 28, 2024factForm ADV
← C•••••• D••••• J•••••OwnerT••••••, ownership code F, individual
Sep 22, 2014 to Mar 28, 2024factForm ADV
← S•••••••• J••• N••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 22, 2014 to Mar 28, 2024factForm ADV
← H•••••••• J•••• S••••••OwnerT••••••, ownership code F, individual
Nov 5, 2014 to Mar 28, 2024factForm ADV
← G••••• D•••••• S••••••OwnerT••••••, ownership code F, individual
Mar 31, 2023 to Mar 28, 2024factForm ADV
← W•••••••• J•••• R••••••OwnerPRESIDENT, CHIEF INVESTMENT OFFICER, AND CHIEF OPERATING OFFICER, ownership code NA, individual
Sep 22, 2014 to Mar 28, 2024factForm ADV
← W•••••• R•••••• W•••••OwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 22, 2019 to Mar 28, 2024factForm ADV
← S••••• G•••••••• L•••••••OwnerT••••••, ownership code F, individual
Mar 31, 2023 to Mar 28, 2024factForm ADV
← A•••••• C•••••• H•••••••• L••OwnerMANAGING MEMBER, ownership code F, domestic entity
Mar 31, 2022 to Mar 28, 2024factForm ADV
← A•••••• C•••••••• I••• L••OwnerNON-MANAGING MEMBER, ownership code C, domestic entity
Mar 31, 2017 to Mar 28, 2024factForm ADV
← A•••••• C•••••••• V• L••OwnerNON-MANAGING MEMBER, ownership code E, domestic entity
Mar 31, 2022 to Mar 28, 2024factForm ADV
← A•••••• E••••••• C•••••••• I•• L••OwnerNON-MANAGING MEMBER, ownership code D, domestic entity
Mar 30, 2020 to Mar 28, 2024factForm ADV
← A•••••• H••••••• I•• L••OwnerMANAGING MEMBER, ownership code F, domestic entity
Mar 30, 2020 to Mar 28, 2024factForm ADV
← A•••••• I••••••• C•••••••• I•• L••OwnerNON-MANAGING MEMBER, ownership code C, domestic entity
Mar 30, 2020 to Mar 28, 2024factForm ADV
← D•••• J••••• C••••• A• T•••••• O• T•• D•••• J• C••••• S••••••• P••••••• T••••OwnerMANAGING MEMBER, ownership code C, domestic entity
Mar 31, 2023 to Mar 28, 2024factForm ADV
← D•• A•••••• H•••••••• L••OwnerMANAGING MEMBER, ownership code F, domestic entity
Mar 31, 2023 to Mar 28, 2024factForm ADV
← D••••• S•••••• G•••• A• T•••••• O• T•• D• A•• S• G•••• R•••••••• T••••OwnerLIMITED PARTNER, ownership code E, domestic entity
Mar 31, 2023 to Mar 28, 2024factForm ADV
← D•••••• C•••••• N••• A• T•••••• O• T•• D•••••• A•• D•••• N••• F••••• T••••OwnerMANAGING MEMBER, ownership code C, domestic entity
Mar 31, 2023 to Mar 28, 2024factForm ADV
← G••••••• L••••••• S•••• A• T•••••• O• T•• S•••• R•••••••• T••••OwnerPARTNER, ownership code C, domestic entity
Mar 31, 2023 to Mar 28, 2024factForm ADV
← G•••• H•••••••• L•OwnerMANAGING MEMBER, ownership code C, domestic entity
Mar 31, 2023 to Mar 28, 2024factForm ADV
← G•••• M••••••••• L••OwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 31, 2023 to Mar 28, 2024factForm ADV
← J••• S•••••• H••••••• A• T•••••• O• T•• J•• H••••••• F••••• T••••OwnerPARTNER, ownership code C, domestic entity
Mar 31, 2023 to Mar 28, 2024factForm ADV
← P•••••• L••• • I••••••••• C••••••OwnerNON-MANAGING MEMBER, ownership code C, domestic entity
Mar 31, 2023 to Mar 28, 2024factForm ADV
← S•• M••••••OwnerNON-MANAGING MEMBER, ownership code C, domestic entity
Mar 30, 2020 to Mar 28, 2024factForm ADV