DFX Intelligence
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R•• A•••• M••••••••• L••
Real estate private equityClassification probableLower middle marketSEC registered investment adviser· Uniondale, NYr••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $2.7B
- PE fund assets
- $41.0M
- PE funds
- 7
- Investments held
- 0 of 73
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 3
- RAUM $2.7B
Classification
How this organization is classified, and on what basisReal estate private equity · 1 in historyShowHide
- Class
- Real estate private equityprobable, confidence 70%
- Basis
- R2: 1 of 2 private equity vehicles are named real estate
- Size band
- Lower middle marketdefined by: proxy: $0.04bn Private Equity Fund GAV on the Form ADV filed 2024-12-16
- Strategies
- REAL ESTATE PE
Classification history (1)
- Sep 13, 2026Real estate private equity (probable, 70%, cls-pe-1)R2: 1 of 2 private equity vehicles are named real estate
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Mar 31, 2026
- RAUM
- $2.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $41.0Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $24.4Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 7%
- Fund type mix
- filed 2024-12-16, latest gav Real Estate Fund $3.6B, Private Equity Fund $41.0M, latest counts Real Estate Fund 71, Private Equity Fund 6, lifetime distinct Real Estate Fund 82, Private Equity Fund 6
- Employees
- 69
- Headquarters
- Uniondale, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
73 observed deals
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
- roles
- unknown 73
- period
- to unknown, from unknown, undated holdings 73, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 73
- companies
- 73
- geography
- investments
- 73
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
73 companies on the graph (0 transactions); no dated observations
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R•• F• H••••••• I• L• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $4.4M as of Dec 16, 2024 | no Form D | Unknown | |
| R•• F• I••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $7.6M as of Dec 16, 2024 | no Form D | Unknown | |
| R•• F• H••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $3.3M as of Dec 16, 2024 | no Form D | Unknown | |
| R•• F• H••••••• I•• L• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $500,000 as of Dec 16, 2024 | no Form D | Unknown | |
| R•• R••• E••••• T••••••••• a•• I••••••••• F••• L• ADV: Private Equity Fund | Real estate fund | 2019 first reported on Form ADV | $8.6M as of Dec 16, 2024 | no Form D | Harvest |
Team
5 current, 0 former
Managing partner (2)
- J•••• M•••••• M••••• · President · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• H••••• R•••••• · Chief Executive Officer · since Mar 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- F•••••• M•••••• S•••••• · Chief Compliance Officer · since Feb 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•••••• B•••••• · Chief Legal Officer · since Mar 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• J•••• O•••••• · Chief Financial Officer · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
73 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
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
2 most recent
- Mar 31, 2026R•• A•••• M••••••••• L••: Private Equity Funds on Form ADV 6 (2024 extract) -> 7 (roster 2026-09-01)
- Feb 14, 2012R•• A•••• M••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
R•• A•••• 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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