DFX Intelligence
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F•••• P••••••• I••••••••• M••••••••• L••
Real estate private equityClassification probableLower middle marketSEC exempt reporting adviser· West Palm Beach, FLf•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $19.4M
- PE funds
- 6
- Investments held
- 9 of 65
- Deals, last 12 months
- Not established
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors real_estate,industrialsGeography Global,North America,Europe,Asia
- Graphs 3
- Placement agents 3
Classification
How this organization is classified, and on what basisReal estate private equity · 2 in historyShowHide
- Class
- Real estate private equityprobable, confidence 70%
- Basis
- R2: 4 of 7 private equity vehicles are named real estate
- Size band
- Lower middle marketdefined by: proxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2026-03-30
- Strategies
- PRIVATE CREDIT, REAL ESTATE PE
Classification history (2)
- Sep 23, 2026Real estate private equity (probable, 70%, cls-pe-2)R2: 4 of 7 private equity vehicles are named real estate
- Sep 13, 2026Real estate private equity (probable, 70%, cls-pe-1)R2: 4 of 6 private equity vehicles are named real estate
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Feb 14, 2012 to Mar 30, 2026
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $19.4Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $52.8Mevery private fund type, latest filing
- 2024 PE fund GAV
- $19.4Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 45%
- Fund type mix
- filed 2026-03-30, latest gav Real Estate Fund $33.4M, Private Equity Fund $19.4M, latest counts Real Estate Fund 3, Private Equity Fund 6, lifetime distinct Real Estate Fund 11, Private Equity Fund 9
- Employees
- unknown
- Headquarters
- West Palm Beach, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
65 observed deals
Stated by the firm
- Sectors
- real estate, industrials
- Geography
- Global, North America, Europe, Asia
- 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
- roles
- unknown 65
- period
- to unknown, from unknown, undated holdings 65, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 65
- companies
- 65
- geography
- investments
- 65
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.031, value financial services, examples Asset Level Investment, The Crown Group, Inc., count 1, share 0.015, value business services, examples TSCG, count 1, share 0.015, value tech enabled services, examples Prime Data Centers
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.031, value financial services, examples Asset Level Investment, The Crown Group, Inc., count 1, share 0.015, value property management, examples TSCG, count 1, share 0.015, value data processing hosting, examples Prime Data Centers
65 companies on the graph (0 transactions); most in financial services (2); no dated observations
Funds
11 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F•••• G••••• I••••••••• S••• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $2.4M as of Mar 30, 2026 | no Form D | Unknown | |
| F•••• N•• Y••• A••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $2.7M as of Mar 30, 2026 | no Form D | Harvest | |
| F••• C••••••••• 2• L• ADV: Private Equity Fund | Co-investment vehicle | 2015 first reported on Form ADV | $1.5M as of Mar 30, 2026 | no Form D | Harvest | |
| F••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2013 first reported on Form ADV | $2.7M as of Mar 30, 2026 | no Form D | Harvest | |
| A••••••• M••••••• F•••• L••• | buyout or unlabelled | 2009 Form D first sale | unknown | no reporting | no Form D | Unknown |
| F•••• A•••• R••••• I••••• I•• L• ADV: Private Equity Fund | Real estate fund | unknown | $17.2M as of Mar 29, 2019 | no Form D | Harvest | |
| F•••• E••••••• R••••• I••••• I•• L• ADV: Private Equity Fund | Real estate fund | unknown | $6.0M as of Mar 30, 2026 | no Form D | Harvest | |
| T••• C••••• O••••••••• I• L•• ADV: Private Equity Fund | Credit fund | unknown | $4.1M as of Mar 30, 2026 | $0 | Unknown | |
| F•••• A•••• R••••• I••••• I• L• ADV: Private Equity Fund | Real estate fund | unknown | $510,000 as of Mar 29, 2019 | no Form D | Harvest | |
| F•••• E••••••• R••••• I••••• I• L• ADV: Private Equity Fund | Real estate fund | unknown | $44,932 as of Apr 1, 2021 | no Form D | Wound down | |
| F•••• O••••••••• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
3 current, 15 former
Partner (1)
- R•••••• C••••••••• P•••• · Member Manager · since Apr 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (2)
- G•••• S••••• · Research · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O••••• E•••••••• · Research · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
15 former (kept with end dates)
- A••••• N••••••• W••••• · E•••••• M•••••• A•• M•••••• M••••••• D••••••• A•• C•••• I••••••••• O•••••• E••••• O• F•••• P••••••• I••••••••• M••••••••• L•• · Dec 1, 2002 to Oct 14, 2019 Inference
- C••••••• M•••••• · General Partner · Mar 1, 2012 to Oct 14, 2019 Inference
- G•••••• P••• W•••• · M•••••• M••••••• D••••••• A•• C•••• I••••••••• O•••••• •••• P••••••• O• F•••• P••••••• I••••••••• M••••••••• L•• · Mar 1, 2013 to Sep 19, 2018 Inference
- R•••••• R••••• C••••• · M••••••• D••••••• O• F•••• P••••••• I••••••••• M••••••••• L•• · Sep 1, 2009 to Mar 27, 2015 Inference
- R••• P••••• · M•••••• M••••••• D••••••• A•• C•••• I••••••••• O•••••• •• A•• E•••••• O• F•••• P••••••• I••••••••• M••••••••• L•• · Feb 1, 2017 to Sep 19, 2018 Inference
- B••••••• W••• M••••• · M••••••• D••••••• A•• G•••••• C•••••• O• F•••• P••••••• I••••••••• M••••••••• L•• · Sep 1, 2016 to Apr 1, 2021 Inference
- J••••• F•••••• S•••••• I•• · Chief Compliance Officer · Jun 1, 2018 to May 29, 2020 Inference
- M•••••• A••• G••• · M•••••• M••••••• D••••••• ••••••• C• A•• E• S•••••• A•• C•••• F•••••••• O•••••• O• F•••• P••••••• I••••••••• M••••••••• L•• · Nov 1, 2011 to Mar 29, 2019 Inference
- M•••••• S•••••• H••••• · Chief Compliance Officer · Mar 1, 2020 to Apr 1, 2021 Inference
- A•••••• I•••• · D••••••• O• F•••• A•••• R••••• I••••• I• G• L•••••• · Feb 1, 2011 to Dec 9, 2016 Inference
- K••• S••• S••• · D••••••• O• F•••• A•••• R••••• I••••• G• L•••••• · Nov 1, 2004 to Dec 9, 2016 Inference
- M••• W•••••• P•••••• · D••••••• O• F•••• A•••• R••••• I••••• I•• G• L•••••• · Apr 1, 2010 to Dec 9, 2016 Inference
- M••••• E••••• M••••• · D••••••• O• F•••• A•••• R••••• I••••• I•• G• L•••••• · Apr 1, 2010 to Mar 27, 2013 Inference
- S•••• C• K•• · D••••••• O• F•••• A•••• R••••• I••••• I•• G• L•••••• · Jan 1, 2013 to Mar 27, 2015 Inference
- W•••••• M••••••••• O••••• · D••••••• O• F•••• E••••••• R••••• I••••• I•• G• L•••••• · Feb 1, 2015 to Dec 9, 2016 Inference
Portfolio
65 relationships, 0 platforms, 0 add-ons
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
2 relationships
Placement agents (2)
- A••••••••• C••••••• I••• 1 shared · one time · last Jan 1, 2012
- C••••• C•••••• P••••••• L•• 1 shared · one time · last Jan 1, 2012
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
6 most recent
- May 11, 2026••• Locked
- Mar 30, 2026••• Locked
- Feb 4, 2025••• Locked
- Jan 23, 2025••• Locked
- Jan 6, 2017••• Locked
- Feb 14, 2012••• Locked
Across the graphs
F•••• P••••••• I••••••••• M••••••••• 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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