DFX Intelligence
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L•••••• S••••• A•••••••
Not a real estate manager real estate managerSEC-registered adviserunder $1B· Ambler, Pennsylvania
Not a real estate manager real estate manager, based in Ambler, Pennsylvania, reporting $47.5M of real estate gross assets across 1 vehicle.
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
- $47.5M
- Current vehicles
- 1
Form ADV, Schedule D, real estate vehicles summed
Form ADV, Schedule D 7.B.(1)
As of · the latest Form ADV filing; property activity carries its own dates
Why this matters
- Graphs 1
Identifiers, size band and strategyCRD 306882 · SEC 801-126210ShowHide
What capital do they manage?
- Real estate GAV
- $48M 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, 1 ever, 0 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShowHide
- First on the tape
- 2022the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 29, 2024registered adviser
- Adviser RAUM
- $379Mthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 1
What do they say they do?
stated by the manager
- Strategy
- Not a real estate manager
- Operator model
- unknown
- Property types
- not stated
- Markets
- not stated
- Business kind (site)
- Wealth manager
- AUM in its own words
- $500 million AUMthe manager's statement, not a DFX figure
Vehicles
1 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| L•••••• S••••• R••• E••••• F••• L•• 805-5625699715 | fund | $48M GAV 2024 | 1 | 2022* to 2024 | unknown | Investing |
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
- M•••••• T••••• Chief Executive Officer since 2020-01
- M•••••• C•••••• T••••• Chief Operating Officer / Chief Compliance Officer since 2020-06
What is changing?
- Vehicle first reported Jun 28, 2022 (observed) ••• Locked
- First ADV filing on the tape Jun 28, 2022 (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: properties held, institutional LPs.