DFX Intelligence
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L•••••••• S•••••••• M••••••••• L••
Multi-strategy real estate managerSEC-registered adviserunder $1B· New York, New York
Multi-strategy real estate manager, based in New York, New York, reporting $22.4M 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
- $22.4M
- 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
Nothing material in the last 365 days. No dated change on record yet.
Identifiers, size band and strategyCRD 314990 · SEC 801-122551ShowHide
What capital do they manage?
- Real estate GAV
- $22M 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
- 2021the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 29, 2024registered adviser
- Adviser RAUM
- $502Mthe 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
- Multi-strategy
- Operator model
- Fund managerbasis: default for fund filer
- Property types
- Office, Hotel, Retail, Multifamily, Industrial, Otherbasis: stated
- Markets
- United States, gateway marketsbasis: stated
- Business kind (site)
- Real estate manager
- Parent
- Fisher Brothers
In the manager's own words10 quotesShowHide
- Debt: “Our investment team provides secured financing through senior and mezzanine loans on transitional assets in excess of $10 million.”
- Value add: “a risk-controlled approach to investing in complex transitional assets”
- Office: “decades of combined experience across all major asset classes including residential, office, hospitality, retail, multi-family, and industrial”
- Hotel: “decades of combined experience across all major asset classes including residential, office, hospitality, retail, multi-family, and industrial”
- Retail: “decades of combined experience across all major asset classes including residential, office, hospitality, retail, multi-family, and industrial”
- Multifamily: “decades of combined experience across all major asset classes including residential, office, hospitality, retail, multi-family, and industrial”
- Industrial: “decades of combined experience across all major asset classes including residential, office, hospitality, retail, multi-family, and industrial”
- Other: “decades of combined experience across all major asset classes including residential, office, hospitality, retail, multi-family, and industrial”
- United States: “a primary focus on top urban markets within the United States”
- gateway markets: “Focusing on gateway markets, we invest with what we believe to be strong operators”
Vehicles
1 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| L•••••••• M•••••••• C•••••• I••••••••• L• 805-4967106400 | fund | $22M GAV 2024 | 5 | 2021* to 2024 | unknown | Harvesting | 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.
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••••• K•••• Managing Director since 2017-07
- S•••••••• J•••• L•••• P••• Managing Director since 2017-07
- A••••• N•• M••••••••• Chief Compliance Officer since 2024-01
What is changing?
- Vehicle first reported Sep 24, 2021 (observed) ••• Locked
- First ADV filing on the tape Sep 24, 2021 (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.