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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

C••••••• M••••••••• S•••••••• L••

CRD 158370

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:bb827a20-1b0c-a629-25d7-affc5892963d

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 4
On other graphs: 1
Observed: Mar 30, 2012 to Mar 27, 2026
30 observations

Across DFX

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

Real Estate Fundsidentity

C••••••• M••••••••• S•••••••• 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=1.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
C••••••• W•••••• F••• I• L•	Real Estate Fund	$410M	Mar 28, 2024	2	Jul 26, 2016	reported	021-267464
C••••••• R••• E••••• P••••••• V••• L•	Real Estate Fund	$368M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• S•••• O• •• O••••	Member	C	yes	01/2013	Mar 30, 2012	Mar 28, 2024
B•••••• S•••• O• •• O••••	CHIEF EXECUTIVE OFFICER, BOARD MEMBER	Na	yes	07/2009	Mar 30, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
C••••••• I••••••••• A•••••••• L•	n/a	n/a	n/a	N	yes	n/a
C•••• I• C••••••• L••	n/a	n/a	n/a	N	yes	n/a
C•••• I• G•• L••

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

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

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$1.1B	4.2%	$953M	6.4%	30	43	1	1

Relationships

Advises (7)

→ C••••••• B•• A••• F••• I•• L•Private fundReal Estate Fund, IA
Mar 27, 2013 to presentfactForm ADV
→ C••••••• R••• E••••• P••••••• V••• L•Private fundReal Estate Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ C••••••• L• U•••• F••• I• L•Private fundReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ C••••••• W•••••• F••• I• L•

Dated events

Occurred
Mar 31, 2023
Regulatory AUM changed
C••••••• M••••••••• S•••••••• L•• reported RAUM $952.8M, down 27% from $1.3B (2022-11-29 to 2023-03-31)
Form ADVobserved 7 days ago
$-345M
Occurred
Mar 31, 2022
Control person left
Edward Con Howe (Managing Director, Los Angeles Fund) no longer on Schedule A of C••••••• M••••••••• S•••••••• L•• (listed 2021-03-31, absent 2022-03-31)
Form ADVobserved 7 days ago
Occurred
Mar 31, 2022
Control person left
Lawrence Anthony Cardoza (Managing Director, Bay Area Funds) no longer on Schedule A of C••••••• M••••••••• S•••••••• L•• (listed 2021-03-31, absent 2022-03-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bb827a20-1b0c-a629-25d7-affc5892963d
First observed: Mar 30, 2012
Last observed: Mar 27, 2026 5 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.

2025	Mar 27, 2026	$1.1B	$1.1B	30	30	1	6	n/a
2024	Mar 31, 2025	$1.1B	$1.1B	43	43	1	5	n/a
2023	Mar 28, 2024	$961M	$961M	42	42	0	4	$961M
2022	Mar 31, 2023	$953M	$953M	48	48	0	4	$953M
2021	Mar 31, 2022	$1.3B	$1.3B	45	40	1	5	$660M
2020	Mar 31, 2021	$1.3B	$1.3B	40	40	1	5	$716M
2019	Mar 30, 2020	$1.5B	$1.5B	40	40	1	5	$741M
2018	Mar 30, 2019	$1.7B	$1.6B	24	24	1	5	$1.0B
2017	Mar 29, 2018	$1.4B	$900M	24	24	2	5	$652M
2016	Mar 30, 2017	$1.3B	$1.1B	27	25	n/a	6	$1.1B
2015	Mar 30, 2016	$983M	$832M	23	19	n/a	5	$832M
2014	Mar 24, 2015	$1.1B	$1.1B	23	19	n/a	5	$1.1B
2013	Mar 28, 2014	$964M	$964M	22	17	n/a	5	$964M
2012	Mar 27, 2013	$514M	$514M	19	17	n/a	4	$514M
2011	Mar 30, 2012	$398M	$398M	n/a	n/a	n/a	2	$398M