DFX Intelligence
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E•••• C•••••• P•••••••• L•••
Real estate managerSEC-registered adviser$1B to $5B· N•••••• S•••••, Pennsylvania
Real estate manager, based in N•••••• S•••••, Pennsylvania, reporting $1.8B of real estate gross assets across 9 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
- $1.8B
- Current vehicles
- 9
- Properties held
- 16
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
Nothing material in the last 365 days. No dated change on record yet.
Identifiers, size band and strategyCRD 158719 · SEC 801-72677ShowHide
What capital do they manage?
- Real estate GAV
- $1.8B GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 9 current, 17 ever, 8 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShowHide
- First on the tape
- 2012the extract starts in 2011; an earlier history is not visible
- Latest filing
- Apr 15, 2024registered adviser
- Adviser RAUM
- $1.8Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 9
- Latest vintage
- 2024from 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
- Hybridbasis: stated
- Property types
- Office, Multifamily, Industrial, Mixed use, Retailbasis: stated
- Markets
- United Statesbasis: stated
- Business kind (site)
- Real estate manager
In the manager's own words6 quotesShowHide
- Office: “E•••• identifies assets positioned to fulfill a particular strategy with a focus on industrial, multi-family, and office in major US growth markets.”
- Multifamily: “E•••• identifies assets positioned to fulfill a particular strategy with a focus on industrial, multi-family, and office in major US growth markets.”
- Industrial: “E•••• identifies assets positioned to fulfill a particular strategy with a focus on industrial, multi-family, and office in major US growth markets.”
- Mixed use: “E•••• P••••••• at N•••••• S••••• N•••••• S•••••, PA 213 Acres Website Mixed Use”
- Retail: “E•••• Retail Phase I Sold: 12/06/2019 East Region N•••••• S••••• , PA PA Retail”
- United States: “E•••• identifies assets positioned to fulfill a particular strategy with a focus on industrial, multi-family, and office in major US growth markets.”
Vehicles
17 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| E•••• I••••••••• P••••••••• X••• L••• 805-8989538434 | fund | $433M GAV 2024 | 76 | 2022 to 2024 | 2022 | Investing | ||
| P•••••• C••••••••• L• 805-5170559022 | co-investment | $379M GAV 2024 | 18 | 2022 to 2024 | 2022 | Investing | ||
| E•••• I••••••••• P••••••••• X•• L••• 805-3566401814 | fund | $318M GAV 2024 | 73 | 2019 to 2024 | 2019 | Harvesting | ||
| C••• C••••••••• L• 805-2392697105 | co-investment | $232M GAV 2024 | 42 | 2023 to 2024 | 2023 | Investing | ||
| E•••• I••••••••• P••••••••• X• L••• 805-6113823610 | fund | $157M GAV 2024 | 82 | 2016 to 2024 | 2016 | Harvesting |
All 9 current vehiclesShow fewerlargest GAV first
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| S•••• G••••••••• L••• 805-6573864150 | fund | $156M GAV 2024 | 3 | 2024 to 2024 | 2024 | Unknown | ||
| B•• I••••••••• P••••••••• V••• L••• 805-9337352723 | fund | $63M GAV 2024 | 37 | 2012* to 2024 | unknown | Harvesting | ||
| B•• I••••••••• P••••••••• V•••• L••• 805-7290440268 | fund | $39M GAV 2024 | 27 | 2012* to 2024 | unknown | Harvesting | ||
| B•• I••••••••• P••••••••• V•• L••• 805-6516013616 | fund | $8M GAV 2024 | 27 | 2012* to 2024 | unknown | Winding down |
8 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| B•• I••••••••• P••••••••• V•••• L••• 805-9176284719, dropped 2020 | fund | $32M GAV 2019 | 68 | 2012* to 2019 | unknown | Dropped from ADV | ||
| B•• I••••••••• P••••••••• V••••• L••• 805-6337137868, dropped 2020 | fund | $19M GAV 2019 | 35 | 2012* to 2019 | unknown | Dropped from ADV | ||
| B•• I••••••••• P••••••••• V• L••• 805-3728990954, dropped 2020 | fund | $8M GAV 2019 | 19 | 2012* to 2019 | unknown | Dropped from ADV | ||
| B•• M••••••••• P••••••••• L••• 805-8182747529, dropped 2019 | fund | $2M GAV 2018 | 34 | 2012* to 2018 | unknown | Dropped from ADV | ||
| N•••••••• I• I••••••••• L••• 805-1911760620, dropped 2019 | fund | $1M GAV 2018 | 3 | 2012* to 2018 | unknown | Dropped from ADV | ||
| B•• I••••••••• P••••••••• I•• L••• 805-6172498044, dropped 2024 | fund | $259,000 GAV 2023 | 67 | 2012* to 2023 | unknown | Dropped from ADV | ||
| B•• C••••••••• P••••••••• L••• 805-3894781836, dropped 2020 | co-investment | $32,000 GAV 2019 | 2 | 2012* to 2019 | unknown | Dropped from ADV | ||
| R•••••• P••••••• I••••••••• L••• 805-4328036571, dropped 2024 | fund | $16,000 GAV 2023 | 3 | 2012* to 2023 | unknown | Dropped from ADV |
What do they actually own?
1 trusted of 2 candidate bindings
| Owner entity | Vehicle | Properties held | Loans | Evidence |
|---|---|---|---|---|
| C••• S•••• F•••••• O•••• L• FL, warehouse, distribution | manager only | 16 assessed $173M | Name only owner's tax-bill address is the manager's headquarters building |
Properties the manager names on its site
- E•••• C•••••• P•••••••• L••• • H••••••••• ••••• P••••••• a• N•••••• S••••••, 3843 W••• Chester Pike, N•••••• S•••••, PA (office) “••• Locked”
- 3•• B••• H••••• D••••, 3•• B••• H••••• D••••, Conshohocken, PA (office) “••• Locked”
- M•••••• W••• E••, Conshohocken, PA (multifamily) “••• Locked”
- A••••••••• C•••••• H•••••••••, N•••••• S•••••, PA (office) “••• Locked”
- I•••••• A•••••••••, Naples, FL (multifamily) “••• Locked”
- T•• L•••••••• P••••••••, Memphis, TN (i•••••••••) “••• Locked”
- I••••••••• P••• i• C••••••••• G••••••, C•••••••••, GA (i•••••••••) “••• Locked”
- I••••••••• P••• i• G•••••• B••••• M•••••, B•••••, MA (i•••••••••) “••• 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
- A••••• P• P••••••••• Chief Operating Officer since 1992-06
- D••••• M• D•••••• Member since 2013-02
- A••••• J••••• B••••••• General Counsel since 2022-03
- R••• T••••••••• Chief Compliance Officer since 2022-03
- H••••• L• P••••• Chief Financial Officer since 2024-01
What is changing?
- Vehicle dropped from ADV Mar 29, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 29, 2024 (observed) ••• Locked
- Vehicle first reported Mar 29, 2024 (observed) ••• Locked
- Vehicle first reported Mar 31, 2023 (observed) ••• Locked
- Vehicle first reported Mar 31, 2022 (observed) ••• Locked
Full timeline · 26 eventsShow fewer
- Vehicle first reported Mar 31, 2022 (observed) ••• Locked
- Vehicle dropped from ADV May 4, 2020 (observed) ••• Locked
- Vehicle dropped from ADV May 4, 2020 (observed) ••• Locked
- Vehicle dropped from ADV May 4, 2020 (observed) ••• Locked
- Vehicle dropped from ADV May 4, 2020 (observed) ••• Locked
- Vehicle dropped from ADV Mar 31, 2019 (observed) ••• Locked
- Vehicle dropped from ADV Mar 31, 2019 (observed) ••• Locked
- Vehicle first reported Mar 31, 2019 (observed) ••• Locked
- Vehicle first reported Mar 25, 2016 (observed) ••• Locked
- Vehicle first reported Mar 29, 2012 (observed) ••• Locked
- Vehicle first reported Mar 29, 2012 (observed) ••• Locked
- Vehicle first reported Mar 29, 2012 (observed) ••• Locked
- Vehicle first reported Mar 29, 2012 (observed) ••• Locked
- Vehicle first reported Mar 29, 2012 (observed) ••• Locked
- Vehicle first reported Mar 29, 2012 (observed) ••• Locked
- Vehicle first reported Mar 29, 2012 (observed) ••• Locked
- Vehicle first reported Mar 29, 2012 (observed) ••• Locked
- Vehicle first reported Mar 29, 2012 (observed) ••• Locked
- Vehicle first reported Mar 29, 2012 (observed) ••• Locked
- First ADV filing on the tape Mar 29, 2012 (observed) ••• Locked
- Vehicle first reported Mar 29, 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.