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C••• W••• P••••••• D••••••••• F••• 3• L••••••••• T••••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundreal estate fund3(c)(1)3(c)(7)dropped

C••• W••• P••••••• D••••••••• F••• 3• L••••••••• T••••

advised by C••• INVESTMENT MANAGEMENT, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:f9bb36c4-f9de-3417-021e-d7ec265e3955

Data as of Oct 12, 2021 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2020 to Oct 12, 2021
6 observations

Across DFX

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

Real Estate Fundsidentity

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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: C••• INVESTMENT MANAGEMENT, LLCCRD 111590
Fund type: Real Estate Fund
Latest reported GAV: $1.2Mgross asset value on Schedule D 7.B(1), as of 2021-10-12; never fund size
Peak reported GAV: $1.2M
Beneficial owners: 8
Minimum investment: $10.0M
Owned by the adviser: 100%
Owned by funds of funds: 2300%
Owned by non-US persons: 3300%

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
Oct 12, 2021	$1.2M

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
WELLS FARGO BANK	WELLS FARGO BANK	SAN FRANCISCO	California	United States	no	n/a

Relationships

Advises (1)

← C••• INVESTMENT MANAGEMENT, LLCRegistered adviserReal Estate Fund, IA, no longer reported
Mar 30, 2020 to Oct 12, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f9bb36c4-f9de-3417-021e-d7ec265e3955
First observed: Mar 30, 2020
Last observed: Oct 12, 2021 60 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.