DFX Intelligence
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T•• R••• E••••• A•••••••• L••
Real estate private equityClassification probableunsizedSEC registered investment adviser· Fort Worth, TX
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $17B
- PE funds
- 0
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Nothing material in the last 180 days. No dated change on record yet.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisReal estate private equity · 1 in historyShowHide
- Class
- Real estate private equityprobable, confidence 70%
- Basis
- 3 of 3 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, 2026Real estate private equity (probable, 70%)3 of 3 private equity vehicles are named real estate
Regulatory footprint (Form ADV)RAUM $17B · 0 PE funds · filed Jun 4, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Feb 28, 2014 to Jun 4, 2026
- RAUM
- $17Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $17Bevery 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
- 8%
- Fund type mix
- Real estate fund: 33 funds, $17B reported gross assets
- Private equity fund: 3 ever reported
- Employees
- 44
- Headquarters
- Fort Worth, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviourno criteria stated · no observed deals yetShowHide
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.
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
4 families, 7 vehicles on record
T•• R••• E••••• P••••••• I• ••• L••• · 3 vehicles · vintage 2014$234M
- T•• R••• E••••• P••••••• I• ••• L••• Real estate fund · 2014$101M
- T•• R••• E••••• P••••••• I• ••• L••• Real estate fund · 2014$101M
- T•• R••• E••••• P••••••• I•• L••• Real estate fund · 2014$33.3M
T•• R••• E••••• E••••• I• •••• L••• · 1 vehicle · vintage 2014$201M
- T•• R••• E••••• E••••• I• •••• L••• Real estate fund · 2014$201M
T•• R••• E••••• I• F••• L••• · 1 vehicle · vintage 2017$300,000
- T•• R••• E••••• I• F••• L••• Real estate fund · 2017$300,000
Co-investment vehicles · 2 vehicles · vintage 2018$15.5M
- T•• R• I• A•••• C•••••••• I• L•••••• P••••••••• Co-investment vehicle · 2018$13.6M
- T•• R• I• T•••• C•••••••• I• L•••••• P••••••••• Co-investment vehicle · 2017$1.9M
View all 7 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•• R• I• A•••• C•••••••• I• L•••••• P••••••••• ADV: Real Estate Fund | Co-investment vehicle | 2018 first reported on Form ADV | $13.6M as of Jun 4, 2026 | no Form D | Harvest | |
| T•• R• I• T•••• C•••••••• I• L•••••• P••••••••• ADV: Real Estate Fund | Co-investment vehicle | 2017 first reported on Form ADV | $1.9M as of Jun 4, 2026 | no Form D | Unknown | |
| T•• R••• E••••• I• F••• L••• ADV: Real Estate Fund | Real estate fund | 2017 first reported on Form ADV | $300,000 as of Jun 4, 2026 | no Form D | Harvest | |
| T•• R••• E••••• E••••• I• •••• L••• ADV: Private Equity Fund | Real estate fund | 2014 first reported on Form ADV | $201M as of Dec 12, 2014 | no Form D | Wound down | |
| T•• R••• E••••• P••••••• I• ••• L••• ADV: Private Equity Fund | Real estate fund | 2014 first reported on Form ADV | $101M as of Dec 12, 2014 | no Form D | Wound down | |
| T•• R••• E••••• P••••••• I• ••• L••• ADV: Private Equity Fund | Real estate fund | 2014 first reported on Form ADV | $101M as of Dec 12, 2014 | no Form D | Wound down | |
| T•• R••• E••••• P••••••• I•• L••• ADV: Real Estate Fund | Real estate fund | 2014 first reported on Form ADV | $33.3M as of Jun 4, 2026 | no Form D | Harvest |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
4 current, 11 former
- Vice President · since Jan 1, 2023
- Chief Accounting Officer · since Jun 1, 2015
- Chief Compliance Officer · since Apr 1, 2016
- Treasurer · since Jul 1, 2016
Full team · 4 peoplegrouped by role, with sources
Vice president (1)
- J••••• K•••• · Vice President · since Jan 1, 2023 Form ADV
Platform (3)
- M••••• L•••• D••••••• · Chief Accounting Officer · since Jun 1, 2015 Form ADV
- R•••••• J•••• H••••• · Chief Compliance Officer · since Apr 1, 2016 Form ADV
- S••••• A••••• W••••••• · Treasurer · since Jul 1, 2016 Form ADV
11 former (kept with end dates)
- D•••• B•••••••• · Shareholder · Jan 1, 2022 to Sep 27, 2024 Inference
- J•••• G••••• C•••••• · Shareholder · Jan 1, 2022 to Sep 27, 2024 Inference
- B••••••• B••••••• · General Counsel · Feb 1, 2022 to Mar 28, 2024 Inference
- D•••• C•••• R••••••• · Chief Compliance Officer/Assistant Secretary · Oct 1, 2013 to Apr 13, 2016 Inference
- K•• N•••• M••••• · Chief O•••••••• Officer · Feb 1, 2022 to Dec 1, 2023 Inference
- S•••••• R••• · Assistant Treasurer · Feb 1, 2018 to Mar 30, 2020 Inference
- J••• E••••• V•••• · Vice President/Treasurer · Oct 1, 2013 to Sep 2, 2016 Inference
- M•••••• J••• C•••••• · Vice President · Feb 1, 2018 to Mar 28, 2024 Inference
- M•••••• L•••••• · Vice President · Aug 1, 2016 to Mar 30, 2022 Inference
- R••••• C••• · Vice President/Secretary · Oct 1, 2013 to Mar 30, 2016 Inference
- Y•••• S••••••• · Vice President · Feb 1, 2021 to Mar 28, 2024 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 0 portfolio relationships and 0 transactions are on this record.
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- T•• C•••••• B•• L•• 7 shared · very strong · last Jan 1, 2022
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
- Feb 28, 2014••• Locked
Across the graphs
T•• R••• E••••• A•••••••• L•• is the same institution as 4 records in RIA and Wealth, Private Credit, Real Estate Funds and Allocators.
RIA and Wealth1Private Credit1Real Estate Funds1Allocators1
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.
Checking your plan…
Not yet on record: PE fund assets, investments held, deals, last 12 months.