DFX Intelligence
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M••••• R••••• A•••••••• L••
Real estate managerSEC-registered adviserunder $1B· Wynnewood, Pennsylvania
Real estate manager, based in Wynnewood, Pennsylvania, reporting $71.8M of real estate gross assets across 4 vehicles.
Composed from this manager's Form ADV filings and classification.
As of · the latest Form ADV filing; property activity carries its own dates
- Real estate GAV
- $71.8M
- Current vehicles
- 4
- Properties held
- 1
Form ADV, Schedule D, real estate vehicles summed
Form ADV, Schedule D 7.B.(1)
Deeds, filings and the manager's own site, bound to its vehicles
As of · the latest Form ADV filing; property activity carries its own dates
Why this matters
- Graphs 1
Identifiers, size band and strategyCRD 158507 · SEC 801-72740ShowHide
What capital do they manage?
- Real estate GAV
- $72M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 4 current, 33 ever, 20 dropped1 feeders, 12 funds of funds
How the GAV is measured, and the filing detailShowHide
- First on the tape
- 2011the extract starts in 2011; an earlier history is not visible
- Latest filing
- Jun 18, 2024registered adviser
- Adviser RAUM
- $71.8Mthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 4
- Latest vintage
- 2021from 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
- Operator with outside capitalbasis: stated
- Property types
- Multifamilybasis: stated
- Markets
- New Jersey, Pennsylvania, Connecticut, Delaware, Florida, West Virginiabasis: stated
- Business kind (site)
- Real estate manager
In the manager's own words3 quotesShowHide
- Multifamily: “M••••• Residential | A••••••••s in Wynnewood, PA”
- New Jersey, Pennsylvania, Connecticut, Delaware, Florida: “New Jersey - Pennsylvania - Connecticut - Delaware - Florida”
- West Virginia: “West Virginia”
Vehicles
33 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| M••••• M••••••••• F•••• L••• 805-8774146946 | fund of funds | $37M GAV 2024 | 9 | 2013 to 2024 | 2013 | Investing | ||
| M••••• M••••••••• I••••••••• F••• I•• L••• 805-9608100670 | fund of funds | $31M GAV 2024 | 30 | 2020 to 2024 | 2020 | Harvesting | ||
| C•• V•••• R••• E••••• F••• Q• L••• 805-2574913111 | fund | $4M GAV 2024 | 146 | 2012* to 2024 | unknown | Winding down | ||
| C•• V•••• R••• E••••• F•••• L••• 805-1976446496 | fund | $426,829 GAV 2024 | 18 | 2012* to 2024 | unknown | Winding down |
29 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| M••••• M••••••••• F••• I••• L••• 805-1526870299 | fund of funds | $46M GAV 2021 | 74 | 2021 to 2021 | 2021 | Unknown | ||
| C•• V•••• R••• E••••• F••• I•••• L••• 805-9239601205, dropped 2022 | fund | $11M GAV 2021 | 134 | 2012* to 2021 | unknown | Dropped from ADV | ||
| C•• E••••••••• A••••• F••• I•• L••• 805-5108660295, dropped 2022 | fund | $5M GAV 2021 | 32 | 2012* to 2021 | unknown | Dropped from ADV | ||
| C•• V• P•••••••• L••• 805-5057330014, dropped 2021 | fund | $4M GAV 2020 | 59 | 2012* to 2020 | unknown | Dropped from ADV | ||
| C•• G••••• P••••••• Q• L••• 805-5232433714, dropped 2021 | fund of funds | $4M GAV 2020 | 159 | 2012* to 2020 | unknown | Dropped from ADV | ||
| C•• V•••• R••• E••••• F••• I•• L••• 805-5493024490, dropped 2022 | fund | $2M GAV 2021 | 26 | 2012* to 2021 | unknown | Dropped from ADV | ||
| C•• P••••••••• H•••• O••••••••• F••• I••••• L••• 805-1056843761 | fund of funds | $1M GAV 2023 | 256 | 2012* to 2023 | unknown | Winding down | Opportunistic | |
| M••••• R•••••••• P••• C•••••• P••••••• L••• 805-6487455001 | fund | $826,928 GAV 2020 | 5 | 2017 to 2020 | 2017 | Investing | ||
| M••••• T••••••••• C•••••• P••••••• L••• 805-2863992429 | fund | $794,617 GAV 2020 | 5 | 2015 to 2020 | 2015 | Deploying | ||
| A• M••••• H••••••• P•••••••• I•• L••• 805-5201407358 | fund | $704,215 GAV 2023 | 2 | 2015 to 2023 | 2015 | Winding down | ||
| C•• E••••••••• A••••• F•••• L••• 805-3180326414, dropped 2021 | fund | $305,437 GAV 2020 | 100 | 2012* to 2020 | unknown | Dropped from ADV | ||
| C•• P••••••••• H•••• O••••••••• F••• I•••• L••• 805-4051897272 | fund of funds | $237,437 GAV 2023 | 196 | 2012* to 2023 | unknown | Winding down | Opportunistic | |
| C•• P••••••••• H•••• O••••••••• F••• I••• L••• 805-3985544254 | fund of funds | $121,787 GAV 2023 | 24 | 2012* to 2023 | unknown | Winding down | Opportunistic | |
| M••••• A• C•••••• P•••••• P•••••••• I•• L••• 805-7880908921 | fund of funds | $44,596 GAV 2023 | 13 | 2015 to 2023 | 2015 | Winding down | ||
| C•• P••••••••• H•••• O••••••••• F••• I•• L••• 805-2439981000 | fund of funds | $40,529 GAV 2023 | 27 | 2012* to 2023 | unknown | Winding down | Opportunistic | |
| C•• M•••••• O••••• F••• Q• L••• 805-7913406727, dropped 2019 | fund | $0 GAV 2018 | 120 | 2012* to 2018 | unknown | Dropped from ADV | ||
| A• M••••• H•••••••• L••• 805-2793914107, dropped 2019 | fund | $0 GAV 2018 | 2 | 2012* to 2018 | unknown | Dropped from ADV | ||
| C•• E••••••••• R••• E••••• F••• I•••• L••• 805-8183226396, dropped 2017 | fund | $0 GAV 2016 | 257 | 2012* to 2016 | unknown | Dropped from ADV | ||
| C•• M•••••• O••••• F•••• L••• 805-8826420983, dropped 2019 | fund | $0 GAV 2018 | 24 | 2012* to 2018 | unknown | Dropped from ADV | ||
| C•• E••••••••• R••• E••••• F••• I••••• L••• 805-6239784539, dropped 2017 | feeder | $0 GAV 2016 | 4 | 2012* to 2016 | unknown | Dropped from ADV | ||
| C•• P••••••••• C••••••••• F•••• L••• 805-2691652273, dropped 2017 | fund of funds | $0 GAV 2016 | 28 | 2012* to 2016 | unknown | Dropped from ADV | ||
| C•• E••••••••• R••• E••••• F••• I•• L••• 805-1551036449, dropped 2017 | fund | $0 GAV 2016 | 38 | 2012* to 2016 | unknown | Dropped from ADV | ||
| C•• P•••••• R••• F•••• L••• 805-9032202675, dropped 2019 | REIT | $0 GAV 2018 | 48 | 2012* to 2018 | unknown | Dropped from ADV | REIT sponsor | |
| C•• E••••••••• R••• E••••• F••• I••••• L••• 805-6223206618, dropped 2019 | fund | $0 GAV 2018 | 249 | 2012* to 2018 | unknown | Dropped from ADV | ||
| C•• P•••••• R••• E••••• I••••••••• T•••• 805-5990601709, dropped 2019 | REIT | $0 GAV 2018 | 112 | 2012* to 2018 | unknown | Dropped from ADV | REIT sponsor | |
| C•• P••••••••• C••••••••• F••• Q• L••• 805-6574136160, dropped 2017 | fund of funds | $0 GAV 2016 | 160 | 2012* to 2016 | unknown | Dropped from ADV | ||
| C•• E••••••••• R••• E••••• F••• I••• L••• 805-5499468500, dropped 2019 | fund | $0 GAV 2018 | 32 | 2012* to 2018 | unknown | Dropped from ADV | ||
| M••••• A• C•••••• P••••••• L••• 805-2110202576, dropped 2019 | fund of funds | $0 GAV 2018 | 14 | 2013 to 2018 | 2013 | Dropped from ADV | ||
| C•• M••••••••• I••••• F••• Q• L••• 805-2175513597, dropped 2019 | fund | $0 GAV 2018 | 172 | 2012* to 2018 | unknown | Dropped from ADV | Debt |
What do they actually own?
1 trusted of 2 candidate bindings
| Owner entity | Vehicle | Properties held | Loans | Evidence |
|---|---|---|---|---|
| M••••• C•••••••• W••• L• FL, multifamily 10+ units | manager only | 1 assessed $51.7M | Corporate filing sunbiz officer is manager |
Properties the manager names on its site
- M••••• a• C•••• K•••, 1000 Fawn Dr, Williamstown, NJ (multifamily) “••• Locked”
- M••••• F•••• A•••••••• H••••, 1000 Strand Rd, Cranberry Township, PA (multifamily) “••• Locked”
- M••••• M•••••• A•••••••• H••••, 1 Avalon Drive, M••••••, CT (multifamily) “••• Locked”
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
- W•••••• A••• L•••••• Manager/Member, President since 2011-08 also on pe, vc
- R•••••• T••••• A••••• Manager/Member, Senior Vice President since 2011-08
- R•••••• A••• K•••• Chief Compliance Officer, General Counsel, Senior Vice President And Secretary since 2011-08
- J•••••• R•••••• S••••••• Senior Vice President, Assistant Secretary since 2011-08
- D•••• R••••• R•••••• Senior Vice President, Assistant Secretary since 2011-08
- J••••• N•• M•••••• Senior Vice President, Assistant Secretary since 2011-08
- M•••••• T••••• H••••• Cfo, Treasurer And Vice President since 2021-12
What is changing?
- Vehicle dropped from ADV Mar 30, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2022 (observed) ••• Locked
- Vehicle first reported Apr 29, 2021 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2021 (observed) ••• Locked
Full timeline · 30 eventsShow fewer
- Vehicle dropped from ADV Mar 30, 2021 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2021 (observed) ••• Locked
- Vehicle first reported Mar 30, 2020 (observed) ••• Locked
- Vehicle dropped from ADV Mar 29, 2019 (observed) ••• Locked
- Vehicle dropped from ADV Mar 29, 2019 (observed) ••• Locked
- Vehicle dropped from ADV Mar 29, 2019 (observed) ••• Locked
- Vehicle dropped from ADV Mar 29, 2019 (observed) ••• Locked
- Vehicle dropped from ADV Mar 29, 2019 (observed) ••• Locked
- Vehicle dropped from ADV Mar 29, 2019 (observed) ••• Locked
- Vehicle dropped from ADV Mar 29, 2019 (observed) ••• Locked
- Vehicle dropped from ADV Mar 29, 2019 (observed) ••• Locked
- Vehicle dropped from ADV Mar 29, 2019 (observed) ••• Locked
- Vehicle first reported Mar 24, 2017 (observed) ••• Locked
- Vehicle dropped from ADV Mar 24, 2017 (observed) ••• Locked
- Vehicle dropped from ADV Mar 24, 2017 (observed) ••• Locked
- Vehicle dropped from ADV Mar 24, 2017 (observed) ••• Locked
- Vehicle dropped from ADV Mar 24, 2017 (observed) ••• Locked
- Vehicle dropped from ADV Mar 24, 2017 (observed) ••• Locked
- Vehicle first reported Apr 28, 2015 (observed) ••• Locked
- Vehicle first reported Apr 28, 2015 (observed) ••• Locked
- Vehicle first reported Mar 27, 2015 (observed) ••• Locked
- Vehicle first reported Mar 28, 2013 (observed) ••• Locked
- Vehicle first reported Mar 28, 2013 (observed) ••• Locked
- GAV reading quarantined Oct 25, 2012 (observed) ••• Locked
- GAV reading quarantined Oct 25, 2012 (observed) ••• Locked
Across DFXHow records are bridgedBridged 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.
Not yet on record: institutional LPs.