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I••••••••• 1• U••••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundreal estate fund3(c)(1)

I••••••••• 1• U••••

advised by SAGARD REAL ESTATE ADVISORS

Delaware, United States

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Search this name across graphsid dfx:ria:f8c4d84b-7117-4ec8-db90-7e0e75a79cad

Data as of Mar 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 20, 2015 to Mar 29, 2024
23 observations

Across DFX

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

Real Estate Fundsidentity

I••••••••• 1• U••••

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

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

Adviser: SAGARD REAL ESTATE ADVISORSCRD 167125
Fund type: Real Estate Fund
Latest reported GAV: $4.2Mgross asset value on Schedule D 7.B(1), as of 2024-03-29; never fund size
Peak reported GAV: $188M
Beneficial owners: 32
Minimum investment: $50,000
Owned by the adviser: 400%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 29, 2024

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
Firstbank	FIRSTBANK HOLDING COMPANY	Lakewood	Colorado	United States	no	n/a

Relationships

Advises (1)

← SAGARD REAL ESTATE ADVISORSRegistered adviserReal Estate Fund, IA
Mar 20, 2015 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f8c4d84b-7117-4ec8-db90-7e0e75a79cad
First observed: Mar 20, 2015
Last observed: Mar 29, 2024 30 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.