DFX Intelligence

P••• E••••• V••• •••• L•: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundReal estate fund3(c)(7)

P••• E••••• V••• •••• L•

advised by P•••• L••

Delaware, United States

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Search this name across graphs

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 9:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2020 to Sep 16, 2026
21 observations

Across DFX

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

Real Estate Fundsidentity

P••• E••••• V••• •••• L•

Real estate fund vehicle · same ADV private fund id, same SEC file number

Facts

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

Adviser: P•••• L••CRD 157505
Fund type: Real Estate Fund
Latest reported GAV: $63.0M••• Locked
Peak reported GAV: $103M
Beneficial owners: 2
Minimum investment: $100,000
Owned by the adviser: 100%
Owned by funds of funds: 0%
Owned by non-US persons: 9900%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Sep 16, 2026	$63.0M

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
B••• O• A••••••	B••• O• A••••••• N•••	Charlotte	North Carolina	United States	no	n/a

Relationships

Advises (1)

← P•••• L••Registered adviserReal Estate Fund, IA
Mar 30, 2020 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 30, 2020
Last observed: Sep 16, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed 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.

All 21 rows

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Sep 16, 2022	$92.5M	2	$100,000	100.0%	yes	P••• E••••• V••• •••• L•
Jul 6, 2022	$92.5M	2	$100,000	100.0%	yes	P••• E••••• V••• •••• L•
May 23, 2022	$92.5M	2	$100,000	100.0%	yes	P••• E••••• V••• •••• L•
Mar 31, 2022	$92.5M	2	$100,000	100.0%	yes	P••• E••••• V••• •••• L•
Nov 5, 2021	$86.1M	2	$100,000	100.0%	yes	P••• E••••• V••• •••• L•
Aug 4, 2021	$86.1M	2	$100,000	100.0%	yes	P••• E••••• V••• •••• L•
Apr 23, 2021	$86.1M	2	$100,000	100.0%	yes	P••• E••••• V••• •••• L•
Mar 30, 2021	$86.1M	2	$100,000	100.0%	yes	P••• E••••• V••• •••• L•
Sep 14, 2020	$83.1M	2	$100,000	100.0%	yes	P••• E••••• V••• •••• L•
Mar 31, 2020	$83.1M	2	$100,000	100.0%	yes	P••• E••••• V••• •••• L•
Mar 30, 2020	$83.1M	2	$100,000	100.0%	yes	P••• E••••• V••• •••• L•