DFX Intelligence
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Manager
J•• F••• M••••••• L••
CRD 173656SEC 802-111708Plymouth, MAunder $1BUnclassified
What capital do they manage?
- Real estate GAV
- $43M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 1 current, 4 ever, 3 dropped0 feeders, 0 funds of funds
- First on the tape
- 2017the extract starts in 2011; an earlier history is not visible
- Latest filing
- Jan 18, 2024exempt reporting adviser
- Fund types on the latest filing
- Real Estate Fund 1
- Latest vintage
- 2019from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
from vehicle names
- Strategy
- Unclassified
- Operator model
- unknown
- Property types
- not stated
- Markets
- not stated
Vehicles
4 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| J•• 1•• S••••••• L•• 805-6795013987 | fund | $43M GAV 2024 | 55 | 2019 to 2024 | 2019 | Harvesting |
3 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| J•• E••• B••••• L•• 805-2071461316, dropped 2023 | fund | $26M GAV 2022 | 30 | 2017* to 2022 | unknown | Dropped from ADV | |||
| J•• E••• U••• L•• 805-8080305332, dropped 2024 | fund | $21M GAV 2023 | 36 | 2017* to 2023 | unknown | Dropped from ADV | |||
| J•• 8• O••••• L•• 805-7031471740, dropped 2022 | fund | $16M GAV 2021 | 16 | 2017* to 2021 | unknown | Dropped from ADV |
What do they actually own?
0 trusted of 1 candidate bindings
No validated holdings yet. Candidate bindings stay off this page until their rule passes the blind-label gate.
What are they buying, selling and financing?
0 acquisitions, 0 sales, 0 financings in 12 months
No attributed events yet. An event reaches this page only through a validated holding binding.
Who finances them?
0 loans, 0 lender groups
No recorded loans through trusted holdings.
Who backs them?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
- G••• F•••••• J•••• Trustee since 1992-05 also on pe
- R•••••• P••• J•••• Chief Compliance Officer since 2017-05 also on pe
What is changing?
- Vehicle dropped from ADV Jan 18, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 1, 2023 (observed) ••• Locked
- Vehicle dropped from ADV Mar 23, 2022 (observed) ••• Locked
- Vehicle first reported Mar 19, 2019 (observed) ••• Locked
- First ADV filing on the tape Aug 18, 2017 (observed) ••• Locked
- Vehicle first reported Aug 18, 2017 (observed) ••• Locked
- Vehicle first reported Aug 18, 2017 (observed) ••• Locked
- Vehicle first reported Aug 18, 2017 (observed) ••• Locked
Across DFX
Bridged by shared CRD, CIK or SEC fund id only; the same institution’s PE portfolio companies and its real estate holdings stay on their own graphs.