DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

M•• G••••• P•••••• M•••••• ••• L••••••

CRD 198515

LONDON

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Search this name across graphsid dfx:ria:c864c675-c900-44de-d91d-1e81b0906e87

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 41
Dated events: 18
On other graphs: 1
Observed: Apr 24, 2015 to Mar 31, 2026
37 observations

Across DFX

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

Real Estate Fundsidentity

M•• G••••• P•••••• 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=true related_bank=true bd_reps=0.0
Regulatory AUM: $1.4B••• Locked
Discretionary RAUM: $1.1B
P•••••• client RAUM: $0derived••• Locked
P•••••• client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 22

P•••••• funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W••• G•••••• H••••• I•••	Real Estate Fund	$674M	Dec 19, 2024	2	Apr 24, 2015	reported	021-208596
T••••• H•••• I•••	Real Estate Fund	$443M	Dec 19, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• D••••• A•••••	Director	Na	yes	10/2021	Oct 15, 2021	Dec 19, 2024
C••••••••• T••••• I••• M••••	Director	Na	yes	01/2017	Mar 29, 2018	Dec 19, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
N•••••• I•••••••• L••	n/a	Asset manager	$94B	N	yes	n/a
A•• P••••••• L••	n/a	Asset manager	$68B	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	P•••••• funds	Fund GAV
2025

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	$1.4B	$2.2B	-34.7%	$2.6B	-17.7%	22	22	0	0

Relationships

Affiliated with (23)

← N•••••• I•••••••• L••Registered adviserother investment adviser, bank, common control
factForm ADV
← M•• S•••••••• L••••••Registered adviserother investment adviser, bank, common control
factForm ADV
← M•• G••••• P•••••• M•••••• •••• I•••Registered adviserother investment adviser, bank, common control
factForm ADV
← A•• P••••••• L••Registered adviserother investment adviser, bank, common control

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$-758M
Occurred
Aug 13, 2024
Control person joined
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 28, 2024
Control person left
••• Locked
Form ADVobserved 7 days ago
Occurred
Sep 26, 2023
Control person joined

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c864c675-c900-44de-d91d-1e81b0906e87
First observed: Apr 24, 2015
Last observed: Mar 31, 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.