DFX Intelligence

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

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

S•••••••• V•••• P•••••••

S•••••••• V•••• P••••••• ENTERPRISE LLC, CRD 161582

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:de5abf04-4ce8-f052-ae85-866269404599

Data as of Mar 30, 2020 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 29
Dated events: 2
On other graphs: 1
Observed: Feb 15, 2012 to Mar 30, 2020
16 observations

Across DFX

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

Real Estate Fundsidentity

S•••••••• V•••• P•••••••

Real estate fund manager · key crd, key sfn adviser, 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: $66.4M••• Locked
Discretionary RAUM: $66.4M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 34

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
S•••••••• V•••• P••••••• F••• X••• L•	Real Estate Fund	$479M	Apr 1, 2017	370	Mar 30, 2016	dropped	021-238009
S•••••••• V•••• P••••••• F••• X••• L•	Real Estate Fund	$272M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• F••••• H•••••••• L••	Manager	D	yes	07/2012	Apr 1, 2013	Mar 30, 2020
B•••••••• D•••• C•••••••	Manager	D	yes	01/2016	Apr 1, 2013	Mar 30, 2020

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
S••• F••• X•• G•• L••	n/a	n/a	n/a	Y	yes	n/a
S••• F••• X•• G• L••	n/a	Former SEC adviser	n/a	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Nashville	Tn	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$66.4M	$100M	-33.9%	$1.1B	-60.5%	34	33	1	1

Relationships

Affiliated with (10)

→ S••• F••• X•••• G• L••Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ S••• F••• X•• G• L••Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ S••• F••• X• G•• L••Registered adviserother investment adviser, pooled vehicle sponsor, control, common control
factForm ADV
→ S••• F••• X•• G•• L••Registered adviser

Dated events

Occurred
Apr 30, 2019
Control person joined
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 27, 2018
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$-982M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de5abf04-4ce8-f052-ae85-866269404599
First observed: Feb 15, 2012
Last observed: Mar 30, 2020 78 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.