DFX Intelligence

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A•••••• R••••• I••••••••• L••

Real estate private equityClassification probableunsizedSEC registered investment adviser· New York, NYa•••••••••.com

Real estate private equity, running REAL ESTATE PE, based in New York, NY.

Composed from this firm's filed classification and location. It has no published description on record.

As of 2026-09-15 · identity and classification; each section below carries its own date

Regulatory AUM: $4.6B
PE fund assets: $1.8B
PE funds: 32
Investments held: Not established
Deals, last 12 months: Not established

Funds and vehicles Team (7)Transactions

As of 2026-09-15 · identity and classification; each section below carries its own date

Why this matters

Also held on 2 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 2
0 lenders and 1 placement agents appear beside this firm on the record.
Placement agents 1
Reported $4.6B of regulatory assets at its last Form ADV filing.
2019-04-11
RAUM $4.6B

Classification

How this organization is classified, and on what basisReal estate private equity · 1 in historyShow

Class: Real estate private equityprobable, confidence 70%
Basis: R2: 22 of 27 private equity vehicles are named real estate
Size band: unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Strategies: REAL ESTATE PE

Classification history (1)

Sep 13, 2026
Real estate private equity (probable, 70%, cls-pe-1)
R2: 22 of 27 private equity vehicles are named real estate

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Nov 22, 2011 to Apr 11, 2019
RAUM: $4.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 32
PE fund GAV, latest filing: $1.8Breported gross assets (Form ADV), not fund size
All private fund GAV: $2.0Bevery private fund type, latest filing
2024 PE fund GAV: unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 98%
Fund type mix: filed 2019-04-11, latest gav Hedge Fund $130M, Private Equity Fund $1.8B, latest counts Hedge Fund 1, Private Equity Fund 32, lifetime distinct Hedge Fund 1, Private Equity Fund 41
Employees: 28
Headquarters: New York, NY
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

no observed deals yet

Stated by the firm

Sectors: not stated or not yet read
Geography: not stated or not yet read
Revenue: not stated or not yet read
EBITDA: not stated or not yet read
Enterprise value: not stated or not yet read
Equity check: not stated or not yet read
Control: not stated or not yet read
Thesis: not stated or not yet read

Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds

41 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
A•• V•• ••••••• V•••• L••• ADV: Private Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$28.6M as of Apr 11, 2019	no Form D	Mature
A•••••• R••••• S••••••••• V•••• L••• ADV: Private Equity Fund	Real estate fund	2019 first reported on Form ADV	$19.5M as of Apr 11, 2019	no Form D	Mature
A•• V•• ••••••• V••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$11.8M as of Apr 11, 2019	no Form D	Mature
A•••••• R••••• S••••••••• V••• ••••••••• L••• ADV: Private Equity Fund	Real estate fund	2019 first reported on Form ADV	$1.7M as of Apr 11, 2019	no Form D	Mature
A•• V••• •• V•• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$519,407 as of Apr 11, 2019	no Form D	Mature
A•• V••• •• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$516,187 as of Apr 11, 2019	no Form D	Active deployment
A•• V••• •• I••• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$379,049 as of Apr 11, 2019	no Form D	Mature
A•••••• R••••• E••••••• I•••••••• V•••• L••• ADV: Private Equity Fund	Real estate fund	2019 first reported on Form ADV	$0 as of Apr 11, 2019	no Form D	Unknown
A•• V•• M•••••• R••• ADV: Private Equity Fund	Real estate fund	2019 first reported on Form ADV	$0 as of Apr 11, 2019	no Form D	Unknown
A•• V••• M•••••• R••• ADV: Private Equity Fund	Real estate fund	2019 first reported on Form ADV	$0 as of Apr 11, 2019	no Form D	Unknown
A•• V•• W••••••• R••• ADV: Private Equity Fund	Real estate fund	2018 first reported on Form ADV	$0 as of Apr 11, 2019	no Form D	Unknown
A•••••• M•••• A••••• R••• I•• L•• ADV: Private Equity Fund	Real estate fund	2018 first reported on Form ADV	$0 as of Apr 11, 2019	no Form D	Unknown
A•• V•• P••• R••• ADV: Private Equity Fund	Real estate fund	2018 first reported on Form ADV	$0 as of Apr 11, 2019	no Form D	Unknown
C••• I•••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$125M as of Apr 11, 2019	no Form D	Harvest
A•• V•• ••••••• V•• L••• ADV: Private Equity Fund	Co-investment vehicle	2016 first reported on Form ADV	$44.8M as of Apr 11, 2019	no Form D	Mature
A•• V•• ••••••• V••• L••• ADV: Private Equity Fund	Co-investment vehicle	2016 first reported on Form ADV	$6.2M as of Apr 11, 2019	no Form D	Active deployment
A•• V• W••••• R•••• L•• ADV: Private Equity Fund	Real estate fund	2016 first reported on Form ADV	$56,898 as of Mar 23, 2016	no Form D	Wound down
A•••••• M•••• A••••• R•••• L•• ADV: Private Equity Fund	Real estate fund	2016 first reported on Form ADV	$0 as of Apr 11, 2019	no Form D	Unknown
A•••••• R••••• S••••••••• V••• L••• ADV: Private Equity Fund	Real estate fund	2015 first reported on Form ADV	$975M as of Apr 11, 2019	no Form D	Mature
A•••••• R••••• S••••••••• C••••• I• L• ADV: Private Equity Fund	Real estate fund	2015 first reported on Form ADV	$171M as of Apr 11, 2019	no Form D	Mature
A•• V•• ••••••• I•• L••• ADV: Private Equity Fund	Co-investment vehicle	2015 first reported on Form ADV	$49.4M as of Apr 11, 2019	no Form D	Harvest
A•• V•• ••••••• I••• L••• ADV: Private Equity Fund	Co-investment vehicle	2015 first reported on Form ADV	$13.3M as of Apr 11, 2019	no Form D	Harvest
A•• V•• ••••••• I•••• L••• ADV: Private Equity Fund	Co-investment vehicle	2015 first reported on Form ADV	$13.3M as of Apr 11, 2019	no Form D	Harvest
A•• V•• ••••••• I••• L••• ADV: Private Equity Fund	Co-investment vehicle	2015 first reported on Form ADV	$12.2M as of Apr 11, 2019	no Form D	Harvest
A•••••• R••••• E••••••• I•••••••• V••• L••• ADV: Private Equity Fund	Real estate fund	2015 first reported on Form ADV	$21,221 as of Apr 11, 2019	no Form D	Mature
A••• C••••• I• L• ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$19,320 as of Apr 11, 2019	no Form D	Harvest
A•• V• W••••••• R••• ADV: Private Equity Fund	Real estate fund	2015 first reported on Form ADV	$0 as of Apr 11, 2019	no Form D	Unknown
A•• V• ••••••• I•••• L••• ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$12.5M as of Apr 11, 2019	no Form D	Harvest
A•• V• ••••••• I••• L••• ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$6.2M as of Apr 11, 2019	no Form D	Harvest
A••••••• R••••• E••••••• I•••••••• V•• L• ADV: Private Equity Fund	Real estate fund	2013 first reported on Form ADV	$21,021 as of Apr 11, 2019	no Form D	Mature
A•••••• R••••• S••••••••• V•• L• ADV: Private Equity Fund	Real estate fund	unknown	$256M as of Apr 11, 2019	no Form D	Harvest
A•••••• R••••• S••••••••• V• L• ADV: Private Equity Fund	Real estate fund	unknown	$50.9M as of Apr 11, 2019	no Form D	Harvest
A•• V• ••••••• I•• L••• ADV: Private Equity Fund	Real estate fund	unknown	$37.4M as of Apr 11, 2019	no Form D	Harvest
T••••••• V• ••••••••• L• ADV: Private Equity Fund	Co-investment vehicle	unknown	$27.5M as of Mar 23, 2016	no Form D	Wound down
O••••••••• ••••••••• L• ADV: Private Equity Fund	Co-investment vehicle	unknown	$10.0M as of Mar 21, 2014	no Form D	Wound down
A•••••• R••••• S••••••••• I• ••••••••• L• ADV: Private Equity Fund	Co-investment vehicle	unknown	$702,152 as of Mar 21, 2014	no Form D	Wound down
A•••••• R••••• S••••••••• I•• L• ADV: Private Equity Fund	Real estate fund	unknown	$488,781 as of Mar 28, 2017	no Form D	Wound down
A•••••• R••••• S••••••••• I••• L••••• ADV: Private Equity Fund	Real estate fund	unknown	$227,290 as of Mar 28, 2018	no Form D	Wound down
A•••••• R••••• S••••••••• L•• ADV: Private Equity Fund	Real estate fund	unknown	$207,456 as of Mar 28, 2018	no Form D	Wound down
A•••••• R••••• S••••••••• I••••• ••••••••• L• ADV: Private Equity Fund	Co-investment vehicle	unknown	$141,479 as of Mar 21, 2014	no Form D	Wound down
A•••••• R••••• I•••••••• E••••••• I•• L• ADV: Private Equity Fund	Real estate fund	unknown	$78,762 as of Mar 28, 2017	no Form D	Wound down

Team

7 current, 3 former

Managing partner (1)

M•••••• W•••••• K••••• · Shareholder, President, Managing Member · since Jun 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Vice president (4)

A••••• M••• S••••••••• · Limited Partner, Vice President · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
D•••• P••• A••••• · Limited Partner, Vice President · since Jun 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••• K•••• O•••••• · Partner, Vice President · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••••• J••••• H••••••• · Partner, Vice President · since Jan 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (2)

H•••• C••••••••• H•••• · Chief Financial Officer · since Mar 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••••••• M••••• C•••••• · Chief Compliance Officer, General Counsel · since Sep 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

3 former (kept with end dates)

J•••• E••••• Q•••••• · Member · Jan 1, 1988 to Feb 14, 2012 Inference
S•••• J••••• P••••• · Chief Financial Officer · Oct 1, 2011 to Mar 26, 2012 Inference
J••• D••••• M••••• · Limited Partner, Vice President · Jun 1, 2013 to Mar 29, 2019 Inference

Portfolio

0 relationships, 0 platforms, 0 add-ons

No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.

Transactions

0 on record

No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.

Placement agents, lenders, advisers and co-investors

1 relationships

Placement agents (1)

I••••••• C•••••• A•••••••• L•• 7 shared · very strong · last Jan 1, 2019

LP commitments

0 disclosed

No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.

Events

2 most recent

Sep 1, 2026
••• Locked
Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
Nov 22, 2011
••• Locked
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness96 · HIGH: as of: 2026-09-22items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9611111111111111,"evidence":"7 method: sum of component points, capped at 1.0
model score-pe-1
Research priority25 · MODERATE: as of: 2026-09-22items: [{"code":"SCALE_BAND","points":0.05,"evidence":"UNSIZED"},{"code":"COMPLETENESS_method: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness42 · MODERATE: as of: 2026-09-22items: [{"code":"FIELDS_PRESENT","points":0.4166666666666667,"evidence":["website","funmethod: sum of component points, capped at 1.0
missing: description, portfolio, transactions, stated criteria, lenders, lps, cross dfx
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-22items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

No link to the family office, independent sponsor or venture graphs yet. Links are made only on a shared identifier such as a CRD or CIK number.

Record

First observed: Sep 13, 2026
Last observed: 7 days ago
Observations: 19
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

A•••••• R••••• I••••••••• L•• is the same institution as 2 records in RIA and Wealth and Real Estate Funds.

RIA and Wealth1Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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