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Firms / M•• A•••••••• L•

M•• A•••••••• L•

CandidateLower middle marketOrinda, CAm•••••••••.comSEC registered investment adviser

HomeMacKenzie Realty CapitalSeeking Value In Investments That Others Often Overlook800-854-8357  |  Investor/Advisor LoginCORE STRATEGYThe Fund’s core strategy is to invest at least 80% of its assets in real property by partnering with “best-in-class” operators in every market we invest in. We also intend to invest up to 20% of the Fund’s assets in real estate securities. The Fund’s Adviser has ... Read More

Classification
Class
Candidatecandidate, confidence 40%
Basis
R7: admitted on 3 Private Equity Fund(s) among 70 vehicles; no rule fired
Size band
Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-11-20
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 3 Private Equity Fund(s) among 70 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 30, 2012 to Nov 20, 2024
RAUM
$167Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$12.5Mreported gross assets (Form ADV), not fund size
All private fund GAV
$31.7Mevery private fund type, latest filing
2024 PE fund GAV
$12.5Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
4%
Fund type mix
filed 2024-11-20, latest gav Real Estate Fund $19.2M, Private Equity Fund $12.5M, latest counts Real Estate Fund 6, Private Equity Fund 1, lifetime distinct Real Estate Fund 67, Private Equity Fund 3
Employees
2
Headquarters
Orinda, CA
Office address
89 DAVIS ROAD, SUITE 100, Orinda, CA, 94563
Business phone
925-631-9100
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
real estate
Geography
United States
Revenue
$4.0B to $17.0M
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
The Fund’s core strategy is to invest at least 80% of its assets in real property by partnering with “best-in-class” operators in every market we invest in.
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
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M•••••••• N•••••••• F••• 3• L•
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$12.5M
as of Nov 20, 2024
no Form DHarvest
M•••••••• B• F•••• L•
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$9,799
as of Jun 20, 2018
no Form DUnknown
M•••••••• B• F••• 2• L•
ADV: Real Estate Fund
buyout or unlabelled2014
first reported on Form ADV
$4,145
as of Jun 20, 2018
no Form DUnknown
M•• N•••••••• F••• 2• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$14.5M
as of Dec 6, 2018
no Form DWound down
Team
9 current, 2 former
Platform (5)
2 former (kept with end dates)
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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
1 most recent
  1. Mar 30, 2012
    M•• A•••••••• L• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

M•• A•••••••• L• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.

Independent Sponsors1RIA 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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