DFX Intelligence
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What capital do they manage?
- Real estate GAV
- $372M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 2 current, 2 ever, 0 dropped0 feeders, 0 funds of funds
- First on the tape
- 2013the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 27, 2024registered adviser
- Adviser RAUM
- $406Mthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 2
- Latest vintage
- 2024from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
confirmed
- Strategy
- Debt
- Operator model
- Debt managerbasis: stated
- Property types
- not stated
- Markets
- United Statesbasis: stated
- Business kind (site)
- REAL_ESTATE_MANAGER
- Parent
- AGC Equity Partners Investment Management, Ltd.
In the manager’s own words
- Debt: “S•••• M••• focuses on making directly originated subordinate loans (mezzanine and preferred equity) to local owner-operators of commercial real estate.”
- United States: “high-growth primary and secondary US locations where we can partner with best-in-class local sponsors of real estate”
Vehicles
2 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| S•••• M••• H••••••• F•••• L• 805-9541792194 | fund | $347M GAV 2024 | 13 | 2014 to 2024 | 2014 | Mature | |||
| S•• D••• I••••••• H•••••• L• 805-1902433527 | fund | $25M GAV 2024 | 6 | 2024 to 2024 | 2024 | Unknown | Debt |
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.
Properties the manager names on its site
- A••••••• S••••• “••• Locked”
- L••••••• A•••• H•••••• “••• 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
- J•••• A•• G••••••••• Member since 2013-08 also on pe
- L••••• K••••••• W•••• Cfo since 2017-01 also on pe
- N•••• S••• C••••• Board Member since 2023-12 also on pe
- L•••••• S••••••• Board Member since 2023-12 also on pe
What is changing?
- Vehicle first reported Jan 26, 2024 (observed) ••• Locked
- Vehicle first reported Jan 9, 2014 (observed) ••• Locked
- First ADV filing on the tape Sep 6, 2013 (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.