DFX Intelligence

M•••••• R••••• I•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

M•••••• R••••• I•••

CRD 328098

CHICAGO, IL

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Search this name across graphsid dfx:ria:f32627e3-f89b-b699-b088-a371f5cc6496

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 13
On other graphs: 1
Observed: Feb 1, 2024 to Jun 24, 2026
8 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-24 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJun 24, 2026 · seen 8 days ago

Across DFX

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

Real Estate Fundsidentity

M•••••• R••••• I•••

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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=1.0
Regulatory AUM: $2.6B••• Locked
Discretionary RAUM: $2.6B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 21

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•••••• F•••••••• R••• E••••• V•••• F••• V• L•••	Real Estate Fund	$2.6B	Jun 24, 2026	18	Jun 25, 2024	reported	021-509586
M•••••• F•••••••• E••••••• R••• E••••• V•••• F••• V• L•••	Real Estate Fund	$6.9M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• N••••••• A••••••	DIRECTOR, PRESIDENT, & CHIEF EXECUTIVE OFFICER	Na	yes	08/2023	Feb 1, 2024	Jun 25, 2024
C•••••• A•••••••• R••••• J••••	CHIEF EXECUTIVE OFFICER & CO-CHIEF INVESTMENT OFFICER OF THE R••• E••••• DIRECT INVESTMENT DIVISION	Na	yes	08/2023	Feb 1, 2024	Jun 25, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M•••••• F•••••••• I••••••••• M••••••••• I•••	n/a	Mixed wealth	$50B	N	yes	n/a
M•••••• F•••••••• P•••••• E••••• A•••••••• I•••	n/a	Asset manager	$6.9B	N	yes

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026

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	$2.6B	$532M	396.5%	n/a	n/a	21	13	0	0

Relationships

Affiliated with (7)

← M•••••• F•••••••• I••••••••• M••••••••• I•••Registered adviserother investment adviser, common control
factForm ADV
→ M•••••• A••••••• S••••••••• I••Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ M•••••• F•••••••• I••••••••• M••••••••• I•••Registered adviserother investment adviser, common control
factForm ADV
→ M•••••• F•••••••• P•••••• E••••• A•••••••• I•••Registered adviser

Dated events

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

Occurred
Jun 24, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$1.1B
Occurred
Jun 24, 2026
Ria p•••••• fund assets change
••• Locked
Form ADVobserved today
$2.1B
Occurred
Jun 24, 2026
Ria principal change
••• Locked
Form ADVobserved today

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f32627e3-f89b-b699-b088-a371f5cc6496
First observed: Feb 1, 2024
Last observed: Jun 24, 2026 3 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.