DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / T••••••• M••••••••• L••
T••••••• M••••••••• L••
Invest with TerraCap for strategic real estate success. Maximize returns with disciplined Real Estate Investment. Contact us now.
Classification
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 0 Private Equity Fund(s) among 14 vehicles; no rule fired
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 0 Private Equity Fund(s) among 14 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 2, 2013 to Mar 22, 2024
- RAUM
- $2.3Bregulatory 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
- $2.2Bevery 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
- 0%
- Fund type mix
- filed 2024-03-22, latest gav Real Estate Fund $2.1B, Other Private Fund $166M, latest counts Real Estate Fund 11, Other Private Fund 3, lifetime distinct Real Estate Fund 11, Other Private Fund 3
- Employees
- 28
- Headquarters
- Naples, FL
- Office address
- 999 VANDERBILT BEACH ROAD, SUITE 701, Naples, FL, 34108
- Business phone
- 239-540-2002
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- industrials, real estate
- Geography
- United States
- 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
- We focus on the South Atlantic, West Central South, and West Mountain regions of the United States since our research indicates employment and population growth in those regions is rapid, supply is limited, and prices are lower than overpriced primary gateway markets.
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
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T••••••• P••••••• I•• ••••••••• L• ADV: Real Estate Fund | buyout or unlabelled | 2014 first reported on Form ADV | $113M as of Mar 22, 2024 | no Form D | Harvest | |
| T••••••• P••••••• I•• •••• L• ADV: Real Estate Fund | buyout or unlabelled | 2014 first reported on Form ADV | $10.5M as of Mar 22, 2024 | no Form D | Harvest |
Team
10 current, 6 former
Partner (3)
- A••••• S• L••••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• A• C••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W• S•••••• H••••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (3)
- B•••• D•••• · National Director of Acquisitions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• M••••• G••• · Managing Principal · since Jan 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W••••• S•••••• H••••••••• · Managing Principal · since Jun 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (4)
- E•••••••• W•••• · Director of Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• M••••••• C••••• d• O••••••• · Chief Compliance Officer · since Mar 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• H••••••• C•• · Property Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• H• F••••• · Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
6 former (kept with end dates)
- M•••••• R•• D•••• · Managing Director · Jun 1, 2008 to Mar 31, 2021 Inference
- J••••••• D•••• L•• · Chief Compliance Officer · Mar 1, 2023 to Mar 22, 2024 Inference
- K•••••• D••• A••••• · Chief Compliance Officer · Mar 1, 2014 to Aug 9, 2016 Inference
- S••••• M•••••• H••••• · Chief Compliance Officer · Jul 1, 2016 to Oct 20, 2022 Inference
- S••••• A•••••• P••• · Chief Compliance Officer · Apr 1, 2011 to Apr 1, 2014 Inference
- T•••••• M•••••• G•••• · Chief Compliance Officer · Sep 1, 2022 to Mar 31, 2023 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
6 relationships
Placement agents (6)
- S•••••••• I••••••••• V••••••••• E• 2 shared · recurring · last Jan 1, 2014
- A•••• C•••••• G••••• L•• 2 shared · recurring · last Jan 1, 2016
- S••••••••• C••••••• L•• 2 shared · recurring · last Jan 1, 2015
- F•••• F•••••• S••••••••• I••• 2 shared · recurring · last Jan 1, 2014
- P••••• P•••• F•••••••• L•• 2 shared · recurring · last Jan 1, 2016
- B••••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2015
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
13 most recent
- Jun 12, 2026TerraCap Management Acquires ~71k SF Industrial Property in Boca Raton, FL
- Mar 27, 2026TerraCap Management Acquires 360-Unit Apartment Complex in Phoenix, AZ
- Dec 4, 2025TerraCap Management Acquires Two Apartment Complexes in Ft. Myers, F•••••• and Daytona Beach, F••••••
- Feb 7, 2025TerraCap Management Acquires 262k SF Industrial Portfolio in the Phoenix, AZ Metropolitan Area
- Mar 12, 2024TerraCap Management Sells Flex Park in Phoenix, AZ
- Aug 9, 2023TerraCap Management Sells Office Park in Marietta, GA
- Jan 25, 2023TerraCap Management Acquires Two Apartment Complexes in Austin MSA
- Dec 21, 2022TerraCap Management Sells 196,000 Square Foot Flex Office Park in Orlando, FL
- Dec 16, 2022TerraCap Management Sells 240-unit Apartment Complex in Bonita Springs, FL
- Nov 17, 2022TerraCap Management Acquires 790k SF Industrial Building in Savannah MSA
- Oct 6, 2022TerraCap Management Sells Three-Story Office/Flex Park in Tampa, FL
- Sep 15, 2022TerraCap Management Sells Single-Story Office/Flex Park in Orlando, FL
- Dec 2, 2013T••••••• M••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
T••••••• M••••••••• 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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