DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

A•••• P•••••••• L•

CRD 284477

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:cfd641f9-fc13-d6d2-b5b5-588de8edc5dd

Data as of Apr 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 30
Dated events: 17
On other graphs: 1
Observed: Jul 18, 2016 to Apr 28, 2026
26 observations

Across DFX

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

Real Estate Fundsidentity

A•••• P•••••••• 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=0.0
Regulatory AUM: $8.4B••• Locked
Discretionary RAUM: $7.8B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 125

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A•••• P••••••• F••• I••• L•	Real Estate Fund	$2.6B	Apr 28, 2026	34	Mar 31, 2022	reported	021-420939
A•••• P••••••• S••••• F•••• L•	Real Estate Fund	$2.0B	Apr 28, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••• P••••••• G•• L••	GENERAL PARTNER	Na	yes	05/2016	Nov 20, 2017	Dec 6, 2024
B••••• R••••••• S•••	Partner	Na	yes	01/2022	Mar 31, 2022	Dec 6, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A• N•••••• S••••• G•• L••	n/a	n/a	n/a	Y	no	n/a
A•••• P••••••• F••• I• G•• L••	n/a	n/a	n/a	Y	no	n/a
A•••• P••••••• F••• I• G•• L••	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Columbia	Sc	United States	16	no
Atlanta	Ga	United States	7	no
LOS ANGELES	CA	United States	4	no
Denver	Co	United States	4	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private 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	$8.4B	$7.0B	18.9%	$6.9B	6.5%	125	121	6	6

Relationships

Advises (10)

→ K•••• C••••••• L•Private fundReal Estate Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ A•••• P••••••• F••• I• L•Private fundReal Estate Fund, IA
Jul 18, 2016 to presentfactForm ADV
→ A•••• P••••••• C••••• I•• L•Private fundReal Estate Fund, IA
Apr 28, 2026 to presentfactForm ADV
→ A•••• P••••••• S••••• F•••• L•

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 28, 2026
Ria principal change
••• Locked
Form ADVobserved today
Occurred
Apr 28, 2026
Ria ownership band change
••• Locked
Form ADVobserved today
Occurred
Apr 28, 2026
Ria office opened
••• Locked
Form ADVobserved today

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cfd641f9-fc13-d6d2-b5b5-588de8edc5dd
First observed: Jul 18, 2016
Last observed: Apr 28, 2026 4 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.

Owns (11)

← J•••• S•••••• E••••OwnerTRUSTEE OF T•• L•••• E• J••• 2••• I••••••••• T••••, ownership code NA, individual
Nov 4, 2016 to Dec 6, 2024factForm ADV
← T•••••••• J••••• K••••OwnerTRUSTEE OF THE K•• I••••••••• T•••• 2•••, ownership code NA, individual
Jul 18, 2016 to Dec 6, 2024factForm ADV
← B••••• L•••• C•OwnerTRUSTEE OF T•• 2••• B•••• F••••• T••••, ownership code NA, individual
Mar 31, 2021 to Dec 6, 2024factForm ADV
← T•••••••• K••••••• L••OwnerTRUSTEE OF THE J•• I••••••••• T•••• 2•••, ownership code NA, individual
Mar 31, 2022 to Dec 6, 2024factForm ADV
← J•••• L••••• E••••••••OwnerTRUSTEE OF T•• S••••• E• J••• 2••• F••••• T••••, ownership code NA, individual
Mar 31, 2022 to Dec 6, 2024factForm ADV
← J•• I••••••••• T•••• 2•••OwnerLIMITED PARTNER, ownership code B, domestic entity
Mar 31, 2022 to Dec 6, 2024factForm ADV
← K•• I••••••••• T•••• 2•••OwnerLIMITED PARTNER, ownership code A, domestic entity
Mar 31, 2022 to Dec 6, 2024factForm ADV
← T•• 2••• B•••• F••••• T••••OwnerLIMITED PARTNER, ownership code B, domestic entity
Mar 31, 2021 to Dec 6, 2024factForm ADV
← T•• L•••• E• J••• 2••• I••••••••• T••••OwnerLIMITED PARTNER, ownership code A, domestic entity
Mar 31, 2022 to Dec 6, 2024factForm ADV
← T•• L••• C• B•••• I••••••••• T••••OwnerLIMITED PARTNER, ownership code A, domestic entity
Mar 31, 2021 to Dec 6, 2024factForm ADV
← T•• S••••• E• J••• 2••• F••••• T••••OwnerLIMITED PARTNER, ownership code A, domestic entity
Mar 31, 2022 to Dec 6, 2024factForm ADV