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B••••••• W••••• P•••••••• L••

Real estate managerSEC-registered adviserunder $1B· Harleysville, Pennsylvania

Real estate manager, based in Harleysville, Pennsylvania, reporting $39.1M of real estate gross assets across 4 vehicles.

Composed from this manager's Form ADV filings and classification.

Real estate GAV
$39.1M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
4
Form ADV, Schedule D 7.B.(1)
Properties held
Not established
Institutional LPs
Not established
Vehicles (5)
As of · the latest Form ADV filing; property activity carries its own dates
Why this matters
Identifiers, size band and strategyCRD 288705 · SEC 801-110661Show
CRD 288705SEC 801-110661under $1BUnclassifiedForm ADV
What capital do they manage?
Real estate GAV
$39M 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, 5 ever, 0 dropped0 feeders, 0 funds of funds
First on the tape
2017the extract starts in 2011; an earlier history is not visible
Latest filing
Sep 19, 2024registered adviser
Adviser RAUM
$610Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 4, Other Private Fund 1, Private Equity Fund 2
Latest vintage
2023from 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
Business kind (site)
WEALTH_MANAGER
Vehicles
5 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
B• C•••••• W•••••••• 2•••• L• •••
805-8834534578
fund$12M GAV 20241002023 to 20242023Deploying
B• C•••••• W•••••••• 2••• Q•• L•
805-8871424100
fund$10M GAV 2024602023 to 20242023Deploying
B• C•••••• W•••••••• 2•
805-9461677744
fund$9M GAV 2024612023 to 20242023Deploying
B• C•••••• F••• I•• L••
805-4869704652
fund$9M GAV 2024682020 to 20242020Harvesting
1 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
B• C•••••• C••• R••• E••••• F•••• L•
805-2880297951
fund$11M GAV 2022672021 to 20222021InvestingCore
What do they actually own?
0 trusted of 0 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
  • N••••••• A•••••• B••••••• Managing Partner since 2017-05 also on pe
  • M•••••• R••• R••••••••• Chief Compliance Officer since 2019-04 also on pe
What is changing?
  • Vehicle first reported Jul 11, 2023 (observed) ••• Locked
  • Vehicle first reported Jul 11, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 6, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 23, 2021 (observed) ••• Locked
  • Vehicle first reported Dec 4, 2020 (observed) ••• Locked
  • First ADV filing on the tape May 18, 2017 (observed) ••• Locked
Across DFX