DFX Intelligence

H••••• W•••• R••••••••• S••••••••• F•••• L•••: private fund on the ria / wealth management graph | DFX Data Factory

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

H••••• W•••• R••••••••• S••••••••• F•••• L•••

advised by H••••• W••••• L••

Delaware, United States

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Search this name across graphsid dfx:ria:f8c49222-d885-7732-f0f5-8a0bf1b7ed61

Data as of Feb 20, 2013 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2012 to Feb 20, 2013
2 observations

Across DFX

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

Real Estate Fundsidentity

H••••• W•••• R••••••••• S••••••••• F•••• L•••

Real estate fund vehicle · key adv fund id, key sfn formd adv

Facts

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

Adviser: H••••• W••••• L••CRD 147427
Fund type: Real Estate Fund
Latest reported GAV: $39.8M••• Locked
Peak reported GAV: $39.8M
Beneficial owners: 26
Minimum investment: $1.0M
Owned by the adviser: 2700%
Owned by funds of funds: 800%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Feb 20, 2013	$39.8M	26

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
B••• O• A••••••• N•	B••• O• A••••••• N•	Dallas	Texas	United States	no	n/a
J••• M••••• C••••• N•	J••• M••••• C••••• N•	Dallas	Texas	United States	no	n/a
T•••• C•••••• B•••	T•••• C•••••• B••••••••• I•••	Dallas

Relationships

Advises (1)

← H••••• W••••• L••Registered adviserReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f8c49222-d885-7732-f0f5-8a0bf1b7ed61
First observed: Mar 30, 2012
Last observed: Feb 20, 2013 165 months 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.