DFX Intelligence

S•••••• H•••••• J•••• V••••••• L•••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundreal estate fund3(c)(7)

S•••••• H•••••• J•••• V••••••• L•••

advised by L••••••••• M••••••••• C••••••• L•••

Delaware, United States

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Search this name across graphsid dfx:ria:9a95aaf4-4d14-0306-be36-26dd600ceb9d

Data as of Mar 4, 2024 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2015 to Mar 4, 2024
37 observations

Across DFX

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

Real Estate Fundsidentity

S•••••• H•••••• J•••• V••••••• L•••

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: L••••••••• M••••••••• C••••••• L•••CRD 155201
Fund type: Real Estate Fund
Latest reported GAV: $6.5M••• Locked
Peak reported GAV: $86.6M
Beneficial owners: 4
Minimum investment: $5.0M
Owned by the adviser: 1300%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
J••• M••••• C••••	J••• M••••• C••••	NEW YORK CITY	New York	United States	no	n/a

Relationships

Advises (1)

← L••••••••• M••••••••• C••••••• L•••Registered adviserReal Estate Fund, IA
Mar 30, 2015 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a95aaf4-4d14-0306-be36-26dd600ceb9d
First observed: Mar 30, 2015
Last observed: Mar 4, 2024 31 months ago
Source families: Federal regulator filings
1 registered feed 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.