DFX Intelligence
Managers
Explore the managers
One row per adviser CRD that swears to at least one Real Estate Fund on Schedule D 7.B.(1). Current means the latest filing is 2024-dated and still carries a real estate vehicle; a manager that stopped filing or re-typed its vehicles is on the list with “all managers” ticked. Strategy is from the manager’s own site where read, from vehicle names otherwise, and the chip says which.
983 managers
| Manager | HQ | Real estate GAV | Band | Vehicles | Strategy | Bound holdings | LPs |
|---|---|---|---|---|---|---|---|
| Fortitude Family Office CRD 317615 | Scottsdale, AZ | $39M GAV 2024 | under $1B | 1 of 1 | Not a real estate manager stated by the manager | none trusted | 0 |
| Bernardo Wealth Planning, LLC CRD 288705 | Harleysville, PA | $39M GAV 2024 | under $1B | 4 of 5 3 deploying, 1 harvesting | Unclassified from vehicle names | none trusted | 0 |
| Resilient Capital Management, LLC CRD 318997 | Dallas, TX | $39M GAV 2024 | under $1B | 1 of 1 | Unclassified from vehicle names | none trusted | 0 |
| S•••••• C•••••• M••••••••• CRD 104936 | Bloomfield Hills, MI | $38M GAV 2024 | under $1B | 2 of 2 1 harvesting | Opportunistic from vehicle names | none trusted | 0 |
| H••••• U••• L•• CRD 298789, exempt reporting | Boston, MA | $38M GAV 2024 | under $1B | 4 of 20 3 harvesting | Unclassified from vehicle names | none trusted | 0 |
| L•••••• A•••• S••••••• S••• CRD 307397, exempt reporting | Cdmx | $38M GAV 2024 | under $1B | 1 of 1 | Unclassified from vehicle names | none trusted | 0 |
| H•••••• C•••••• M••••••••• L•• CRD 105480 | Chicago, IL | $37M GAV 2024 | under $1B | 1 of 3 1 deploying | Unclassified from vehicle names | 5 (5 properties) | 2 |
| R•• H•••• H•••••••• L•• CRD 291642, exempt reporting | Las Vegas, NV | $37M GAV 2024 | under $1B | 17 of 48 10 harvesting | Debt stated by the manager | none trusted | 0 |
| A••••••••• C•••••• T••••• I••• CRD 316786, exempt reporting | Austin, TX | $37M GAV 2024 | under $1B | 1 of 1 1 deploying | Core stated by the manager | none trusted | 0 |
| C••••••••• H••••••••• C••••••• L•• CRD 293823, exempt reporting | Chattanooga, TN | $37M GAV 2024 | under $1B | 1 of 1 | Debt stated by the manager | none trusted | 0 |
| C•• S•••••• O••••••••• M••••••••• C•••••• L•••••• CRD 164518, exempt reporting | Hong Kong | $36M GAV 2024 | under $1B | 2 of 3 2 harvesting | Unclassified from vehicle names | none trusted | 0 |
| B••••••••• R••• E••••• A••••••• I• L••••• CRD 120936 | New York, NY | $36M GAV 2024 | under $1B | 5 of 5 5 harvesting | Multi-strategy stated by the manager | 5 (7 properties) | 0 |
| B••••••• W••••• M••••••••• L•• CRD 141588 | Miami, FL | $36M GAV 2024 | under $1B | 0 of 0 | Not a real estate manager stated by the manager | none trusted | 0 |
| R••• C•••••• L•• CRD 283779, exempt reporting | Austin, TX | $35M GAV 2024 | under $1B | 1 of 1 | Opportunistic from vehicle names | none trusted | 0 |
| M•••••• A••••• S••••••••• L•• CRD 307461 | Chicago, IL | $34M GAV 2024 | under $1B | 4 of 4 3 harvesting | Opportunistic from vehicle names | none trusted | 0 |
| C••••••••• P•••• A•••• M••••••••• L•• CRD 322086 | Denver, CO | $34M GAV 2024 | under $1B | 1 of 1 | Unclassified from vehicle names | none trusted | 0 |
| B•• F••• M••••••• I••• CRD 329232, exempt reporting | Beverly Hills, CA | $33M GAV 2024 | under $1B | 1 of 1 | Value add stated by the manager | none trusted | 0 |
| W••••••• C•••••• CRD 316324 | Forest, VA | $33M GAV 2024 | under $1B | 2 of 2 | Value add stated by the manager | none trusted | 0 |
| M••••••• B••••• H••••••••• L•• CRD 164383, exempt reporting | Dallas, TX | $33M GAV 2024 | under $1B | 8 of 29 | Unclassified from vehicle names | none trusted | 0 |
| M••••••• T••••• L•• CRD 323685, exempt reporting | $33M GAV 2024 | under $1B | 1 of 1 | Unclassified from vehicle names | none trusted | 0 | |
| A••••• V•••••• P••••••• L•• CRD 329744, exempt reporting | Denver, CO | $33M GAV 2024 | under $1B | 9 of 9 | Debt stated by the manager | none trusted | 0 |
| S••••• C•••••• P•••••••• L•• CRD 161954 | Midland, TX | $32M GAV 2024 | under $1B | 3 of 4 2 deploying, 1 harvesting | Unclassified from vehicle names | none trusted | 0 |
| N•• V••••• C•••••• CRD 160231 | Morristown, NJ | $32M GAV 2024 | under $1B | 1 of 1 1 harvesting | Multi-strategy stated by the manager | none trusted | 0 |
| H••••••• A•••• A••••••• CRD 291683, exempt reporting | Yardley, PA | $32M GAV 2024 | under $1B | 1 of 1 | Not a real estate manager stated by the manager | none trusted | 0 |
| T•••• V••••• G•••• CRD 322868, exempt reporting | Edinburg, TX | $32M GAV 2024 | under $1B | 2 of 2 | Value add stated by the manager | none trusted | 0 |
| D•••••• P••••••• G•• L•• CRD 323875, exempt reporting | Ballwin, MO | $31M GAV 2024 | under $1B | 1 of 1 1 deploying | Unclassified from vehicle names | none trusted | 0 |
| A•••• R••• A••••• U• CRD 286438 | Cedar Rapids, IA | $31M GAV 2024 | under $1B | 3 of 24 10 harvesting | Unclassified from vehicle names | none trusted | 0 |
| L••••• C•••••• M••••••••• L•• CRD 301971 | Chesterfield, MO | $31M GAV 2024 | under $1B | 3 of 3 2 harvesting | Multi-strategy stated by the manager | none trusted | 0 |
| B••• C•••• A•••• M••••••••• L•• CRD 137677 | Denver, CO | $31M GAV 2024 | under $1B | 4 of 4 3 harvesting | Multi-strategy stated by the manager | none trusted | 0 |
| I•• CRD 329841, exempt reporting | $31M GAV 2024 | under $1B | 6 of 6 | Opportunistic from vehicle names | none trusted | 0 | |
| C•••••• I• L•• CRD 326262 | Miami, FL | $30M GAV 2024 | under $1B | 9 of 10 8 deploying, 1 harvesting | Unclassified from vehicle names | none trusted | 0 |
| A•• O• M••••••••• L•• CRD 327616, exempt reporting | $30M GAV 2024 | under $1B | 2 of 2 1 harvesting | Unclassified from vehicle names | none trusted | 0 | |
| P•••••• A•••• M••••••••• L••• CRD 283077 | Stamford, CT | $30M GAV 2024 | under $1B | 1 of 1 | Not a real estate manager stated by the manager | 1 (1 properties) | 0 |
| B••••••••• P••••••• CRD 152802 | Waltham, MA | $30M GAV 2024 | under $1B | 1 of 1 1 deploying | Not a real estate manager stated by the manager | none trusted | 0 |
| P•••••• C•••••• P•••••••• L•• CRD 285635 | Alpharetta, GA | $30M GAV 2024 | under $1B | 1 of 1 | Opportunistic stated by the manager | none trusted | 0 |
| G•••••• C•••••• A•••••••• L•• CRD 172302, exempt reporting | Dallas, TX | $30M GAV 2024 | under $1B | 2 of 4 | Core plus stated by the manager | none trusted | 0 |
| N•• F•••••••• L•• CRD 122268 | Shaker Heights, OH | $30M GAV 2024 | under $1B | 0 of 0 | Not a real estate manager stated by the manager | none trusted | 0 |
| C••••• H••••••• L•• CRD 297527 | Providence, RI | $30M GAV 2024 | under $1B | 3 of 3 1 deploying | Unclassified from vehicle names | none trusted | 0 |
| R••••••• I••••••••• C••••• L•• CRD 163707, exempt reporting | Stamford, CT | $30M GAV 2024 | under $1B | 3 of 8 1 deploying, 1 harvesting | Debt stated by the manager | none trusted | 0 |
| R••••••••• I••••••••• M••••••••• L•• CRD 326456, exempt reporting | Atlanta, GA | $29M GAV 2024 | under $1B | 3 of 3 | Unclassified from vehicle names | 1 (1 properties) | 0 |
| W• G••••• P••••••• L•• CRD 135689 | Chicago, IL | $29M GAV 2024 | under $1B | 2 of 2 2 harvesting | Unclassified from vehicle names | none trusted | 0 |
| F• I••••••••• M••••••••• L••• CRD 291774, exempt reporting | La Jolla, CA | $29M GAV 2024 | under $1B | 1 of 1 | Unclassified from vehicle names | none trusted | 0 |
| G••• F••• M••••••• L•• CRD 311866, exempt reporting | Eagle, ID | $28M GAV 2024 | under $1B | 3 of 3 | Multi-strategy stated by the manager | none trusted | 0 |
| J•• E••••• F••• I• M•••••• L•• CRD 324939, exempt reporting | Newton, MA | $28M GAV 2024 | under $1B | 1 of 1 1 deploying | Unclassified from vehicle names | none trusted | 0 |
| C••••••• I••••••••• A••••••• L•• CRD 269888, exempt reporting | New Orleans, LA | $28M GAV 2024 | under $1B | 3 of 3 | Opportunistic from vehicle names | none trusted | 0 |
| Z••••• P•••••••• L• CRD 165684 | New York, NY | $28M GAV 2024 | under $1B | 1 of 2 | Unclassified from vehicle names | none trusted | 0 |
| T•••••••• P••••••• C•••••• CRD 281897, exempt reporting | Fort Worth, TX | $27M GAV 2024 | under $1B | 1 of 1 | Development stated by the manager | none trusted | 0 |
| O••• F••••• O••••• •••• W••••• M••••••••• L•• CRD 332362, exempt reporting | Fremont, CA | $27M GAV 2024 | under $1B | 6 of 6 | Unclassified from vehicle names | none trusted | 0 |
| K••• C•••••• CRD 313419, exempt reporting | Miami, FL | $27M GAV 2024 | under $1B | 2 of 2 1 deploying | Multi-strategy stated by the manager | none trusted | 0 |
| W•• M•••••• L•• CRD 321812, exempt reporting | Fremont, CA | $27M GAV 2024 | under $1B | 7 of 7 | Value add stated by the manager | none trusted | 0 |
The manager names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get Real Estate Fund Intelligence at $199 a month for every name. Every figure, date and source is public either way.