DFX Intelligence

W•••••••• R••• E••••• P•••••••• L•••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

W•••••••• R••• E••••• P•••••••• L•••••

CRD 161791

DALLAS, TX

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Search this name across graphsid dfx:ria:b3850717-b8f7-1c03-7ead-56a840a6a4a6

Data as of Jun 13, 2012 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 0
On other graphs: 1
Observed: Feb 21, 2012 to Jun 13, 2012
3 observations

Across DFX

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

Real Estate Fundsidentity

W•••••••• R••• E••••• P•••••••• L•••••

R••• estate fund manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $43.8M••• Locked
Discretionary RAUM: $43.8M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 4
Private funds

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W•••••••• R••• E••••• F••• I••• L•••	R••• E••••• Fund	$38.6M	Mar 31, 2014	58	Feb 21, 2012	reported	n/a
W•••••••• R••• E••••• F••• I•• L•••	R••• E••••• Fund	$6.5M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F••• P••••••• K••••	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	A	yes	09/2000	Feb 21, 2012	Jun 13, 2012
G•••• K••••• B•••••	MANAGING MEMBER	A	yes	09/2000	Feb 21, 2012	Jun 13, 2012

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
R•••••••• G••••• L•••••	n/a	Asset manager	$13B	N	yes	n/a
W•••••••• R••• E••••• P••••••• M••••••••• I• L•••••	n/a	n/a	n/a	Y	yes	n/a

Relationships

Advises (4)

→ W•••••••• R••• E••••• F••• I• L•••Private fundR••• E••••• Fund, ERA
Feb 21, 2012 to presentfactForm ADV
→ W•••••••• R••• E••••• F••• I••• L•••Private fundR••• E••••• Fund, ERA
Feb 21, 2012 to presentfactForm ADV
→ W•••••••• R••• E••••• F••• I•• L•••Private fundR••• E••••• Fund, ERA
Feb 21, 2012 to presentfactForm ADV
→ W•••••••• R••• E••••• F••• I•• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b3850717-b8f7-1c03-7ead-56a840a6a4a6
First observed: Feb 21, 2012
Last observed: Jun 13, 2012 173 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.