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CRD 162620
NEWPORT BEACH, CA
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 |
|---|---|---|---|---|---|---|---|
| IHP CAPITAL PARTNERS VI, LLC | Real Estate Fund | $412M | Mar 25, 2022 | 1 | Mar 29, 2012 | reported | n/a |
| IHP CAPITAL PARTNERS FUND VII, L.P. | Real Estate Fund | $144M | Mar 25, 2022 | 1 | Mar 31, 2015 | reported | 021-232418 |
| IHP CAPITAL PARTNERS FUND VIII, L.P. | Real Estate Fund | $23.6M | Mar 25, 2022 | 1 | Mar 29, 2018 | reported | 021-285528 |
| IHP INVESTMENT FUND III, L.P. | Real Estate Fund | $8.3M | Mar 25, 2022 | 0 | Mar 29, 2012 | reported | n/a |
| IHP INVESTMENT FUND I, L.P. | Real Estate Fund | $3.1M | Mar 25, 2022 | 0 | Mar 29, 2012 | reported | n/a |
| IHP INVESTMENT FUND II, L.P. | Real Estate Fund | $2.7M | Mar 25, 2022 | 0 | Mar 29, 2012 | reported | n/a |
| IHP INVESTMENT FUND IV, LLC | Real Estate Fund | $1.0M | Jan 5, 2015 | 3 | Mar 29, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ABBEY, DOUGLAS, DIX | DIRECTOR/TRUSTEE OF ABBEY REVOCABLE LIVING TRUST | Na | yes | 05/1992 | Mar 29, 2012 | Mar 25, 2022 |
| BLEY, CHRISTOPHER, WINSTON | CO-PRESIDENT/CHIEF INVESTMENT OFFICER | Na | yes | 01/2020 | Mar 28, 2019 | Mar 25, 2022 |
| BURKE, THOMAS, ROBERT | DIRECTOR/TRUSTEE OF THE BURKE FAMILY TRUST | Na | yes | 05/1992 | Jul 11, 2012 | Mar 25, 2022 |
| GRANT, DONALD, S. | EXECUTIVE VICE PRESIDENT/DIRECTOR/TRUSTEE OF D. AND S. GRANT REVOCABLE TRUST | Na | yes | 05/1992 | Mar 29, 2012 | Mar 25, 2022 |
| MOGHADAM, HAMID, REZA | TRUSTEE OF HRM/CMG 2000 TRUST | Na | yes | 10/2001 | Mar 29, 2012 | Mar 25, 2022 |
| NEFF, DOUGLAS, CAMERON | CHIEF EXECUTIVE OFFICER/CHAIRMAN/DIRECTOR/TRUSTEE OF DOUGLAS AND DONNA NEFF FAMILY TRUST | Na | yes | 01/2020 | Mar 29, 2012 | Mar 25, 2022 |
| O'DONNELL, PATRICIA, D. | CO-TRUSTEE OF TRUST A UNDER J. AND P. O'DONNELL REVOCABLE TRUST | Na | yes | 07/2016 | Mar 30, 2017 | Mar 25, 2022 |
| THE GOLDMAN SACHS TRUST COMPANY, N.A. | CO-TRUSTEE OF TRUST A UNDER J. AND P. O'DONNELL REVOCABLE TRUST | Na | yes | 07/2016 | Aug 17, 2016 | Mar 25, 2022 |
| VILLINES, BARRY, SCOTT | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | Na | yes | 09/2016 | Oct 3, 2016 | Mar 25, 2022 |
| WESTLING, ROBERT, JAMES | TRUSTEE OF J. AND C. WESTLING REVOCABLE TRUST | Na | yes | 12/1997 | Mar 29, 2012 | Mar 25, 2022 |
| WHITELEY, RICHARD, STEFAN | CO-PRESIDENT/CHIEF OPERATING OFFICER | Na | yes | 01/2020 | Mar 28, 2019 | Mar 25, 2022 |
| ZALKE, BRENDA, LYNN | CHIEF ACCOUNTING OFFICER | Na | yes | 03/2014 | Mar 28, 2019 | Mar 25, 2022 |
| ABBEY REVOCABLE LIVING TRUST | Shareholder | A | no | 06/2003 | Mar 29, 2012 | Mar 25, 2022 |
| D. AND S. GRANT REVOCABLE TRUST | Shareholder | B | no | 12/1997 | Mar 29, 2012 | Mar 25, 2022 |
| DOUGLAS AND DONNA NEFF FAMILY TRUST | Shareholder | B | no | 05/2002 | Mar 29, 2012 | Mar 25, 2022 |
| HRM/CMG 2000 TRUST | Shareholder | B | no | 10/2001 | Mar 29, 2012 | Mar 25, 2022 |
| J. AND C. WESTLING REVOCABLE TRUST | Shareholder | A | no | 12/1997 | Mar 29, 2012 | Mar 25, 2022 |
| THE BURKE FAMILY TRUST | Shareholder | B | no | 08/2008 | Mar 29, 2012 | Mar 25, 2022 |
| TRUST A UNDER J. AND P. O'DONNELL REVOCABLE TRUST | Shareholder | B | no | 12/1997 | Mar 25, 2022 | Mar 25, 2022 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| IHP INVESTMENT COMPANY III, L.P. | n/a | n/a | n/a | N | yes | n/a |
| IHP INVESTMENT COMPANY VIII, L.P. | n/a | n/a | n/a | N | yes | n/a |
| IHP SF INVESTMENT LLC | n/a | n/a | n/a | N | yes | n/a |
| INSTITUTIONAL HOUSING PARTNERS I L.P. | n/a | n/a | n/a | N | yes | n/a |
| INSTITUTIONAL HOUSING PARTNERS II, L.P. | n/a | n/a | n/a | N | yes | n/a |
| INSTITUTIONAL HOUSING PARTNERS III L.P. | n/a | n/a | n/a | N | yes | n/a |
| INSTITUTIONAL HOUSING PARTNERS VI L.P. | n/a | n/a | n/a | N | yes | n/a |
| NPLC ONE LLC | n/a | n/a | n/a | N | yes | n/a |
| VISTANCIA INVESTORS LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| SAN FRANCISCO | CA | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2021 | Mar 25, 2022 | $698M | $593M | 31 | 14 | 1 | 6 | $593M |
| 2020 | Mar 29, 2021 | $700M | $637M | 33 | 14 | 1 | 6 | $637M |
| 2019 | Mar 30, 2020 | $671M | $671M | 35 | 14 | 1 | 6 | $671M |
| 2018 | Mar 28, 2019 | $1.5B | $857M | 47 | 14 | 1 | 6 | $857M |
| 2017 | Mar 29, 2018 | $1.8B | $1.0B | 47 | 16 | 1 | 6 | $1.0B |
| 2016 | Mar 30, 2017 | $1.8B | $1.1B | 41 | 18 | n/a | 5 | $1.1B |
| 2015 | Mar 28, 2016 | $2.1B | $1.4B | 38 | 19 | n/a | 5 | $1.4B |
| 2014 | Mar 31, 2015 | $2.4B | $1.4B | 18 | 5 | n/a | 5 | $947M |
| 2013 | Mar 19, 2014 | $712M | $712M | 19 | 5 | n/a | 5 | $712M |
| 2012 | Mar 4, 2013 | $560M | $560M | 15 | 5 | n/a | 5 | $728M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2021 | $698M | $700M | -0.3% | $1.5B | -23.2% | 31 | 33 | 1 | 1 |