DFX Intelligence

S••• H••••• C•••••• P•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

S••• H••••• C•••••• P•••••••

S•• D••• M•••••• L••, CRD 305314

COCONUT GROVE, FL

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Search this name across graphsid dfx:ria:fcf7d3b0-fa0e-9dad-fede-f167a98f406a

Data as of May 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 7
On other graphs: 1
Observed: Dec 6, 2019 to May 4, 2026
14 observations

Across DFX

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

Real Estate Fundsidentity

S•• D••• M•••••• L••

Real estate fund manager · 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=false related_bank=false bd_reps=0.0
Regulatory AUM: $344M••• Locked
Discretionary RAUM: $344M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 23

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
S••• H••••• E••••• D••••••••• D••• F••• 4• L•••	Real Estate Fund	$187M	May 4, 2026	30	Mar 28, 2024	reported	021-509018
S••• H••••• E••••• D••••••••• D••• F••• 3• L•••	Real Estate Fund	$84.1M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F•••••• L••• S••••••••• L••	DIRECT OWNER	A	yes	10/2014	Dec 6, 2019	Oct 28, 2024
F•••••• L••• S••••••••• L••	Owner	E	yes	04/2008	Dec 6, 2019	Oct 28, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
S•• D••• G•• L••	n/a	n/a	n/a	N	yes	n/a
S•• D••• G•• L••	n/a	n/a	n/a	N	yes	n/a
S•• D••• G•• L••	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 2, 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	$344M	$355M	-3.3%	$208M	18.2%	23	23	0	1

Relationships

Advises (5)

→ S••• H••••• E••••• D••••••••• D••• F••• 3• L•••Private fundReal Estate Fund, IA
Dec 6, 2019 to presentfactForm ADV
→ S••• H••••• E••••• D••••••••• D••• F••• 2• L•••Private fundReal Estate Fund, IA
Dec 6, 2019 to presentfactForm ADV
→ S••• H••••• E••••• D••••••••• D••• F••• 4• L•••Private fundReal Estate Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ S•••••• T•••• L••

Dated events

Occurred
May 4, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$37.2M
Occurred
May 4, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$7.5M
Occurred
May 4, 2026
Private fund first reported
••• Locked
Form ADVobserved today
0 USD_GAV
Occurred
Mar 31, 2025

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fcf7d3b0-fa0e-9dad-fede-f167a98f406a
First observed: Dec 6, 2019
Last observed: May 4, 2026 4 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.