DFX Intelligence
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H••••• F•••••••• S•••••••• L•••
Opportunistic real estate managerSEC-registered adviserunder $1B· Dallas, Texas
Opportunistic real estate manager, based in Dallas, Texas, reporting $79.8M of real estate gross assets across 22 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
- $79.8M
- Current vehicles
- 22
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 107978 · SEC 801-46741ShowHide
What capital do they manage?
- Real estate GAV
- $80M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 22 current, 85 ever, 58 dropped5 feeders, 13 funds of funds
How the GAV is measured, and the filing detailShowHide
- GAV as filed
- $80.1Mfeeders and quarantined readings included
- First on the tape
- 2012the extract starts in 2011; an earlier history is not visible
- Latest filing
- Dec 5, 2024registered adviser
- Adviser RAUM
- $1.3Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Hedge Fund 1, Real Estate Fund 23, Other Private 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?
stated by the manager
- Strategy
- Opportunistic
- Operator model
- Fund managerbasis: stated
- Property types
- Land, Office, Industrial, Retailbasis: vehicle names
- Markets
- not stated
- Business kind (site)
- Wealth manager
In the manager's own words1 quotesShowHide
- Opportunistic: “We follow an opportunistic approach to investing and search for investments that meet the long-term risk and return objectives of our clients.”
Vehicles
85 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| H•• M••••••••• L• 805-9554759809 | fund | $17M GAV 2024 | 47 | 2016 to 2024 | 2016 | Investing | ||
| H•• L••••• I••••••••• L• 805-2304850908 | fund | $10M GAV 2024 | 80 | 2024 to 2024 | 2024 | Unknown | ||
| H•• H•••••• S•••••• I•• L• 805-7108506840 | fund | $9M GAV 2024 | 71 | 2021 to 2024 | 2021 | Investing | ||
| H•• W••••••• G• L•••• L• 805-6388464565 | fund | $9M GAV 2024 | 53 | 2022 to 2024 | 2022 | Investing | Land | |
| H••• 2•••• L• 805-4815705714 | fund | $7M GAV 2024 | 25 | 2023 to 2024 | 2022 | Deploying |
All 22 current vehiclesShow fewerlargest GAV first
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| H•• L••••••• F• R•••••• L• 805-8066913318 | fund | $7M GAV 2024 | 53 | 2018 to 2024 | 2018 | Mature | ||
| H•• P•••••• 0• F••• L• 805-9260735289 | fund of funds | $4M GAV 2024 | 93 | 2012* to 2024 | unknown | Harvesting | ||
| H•• R•••• C••• L•••• L• 805-6650670210 | fund | $4M GAV 2024 | 34 | 2023 to 2024 | 2023 | Investing | Land | |
| H•• H•••••• R•••• L• 805-1980998697 | fund | $3M GAV 2024 | 30 | 2020 to 2024 | 2020 | Investing | ||
| H•• R•••••• F•••• L• 805-6970339212 | fund | $3M GAV 2024 | 21 | 2012* to 2024 | unknown | Mature | ||
| H•• N•• O••••••••• L• 805-7893107642 | fund | $2M GAV 2024 | 42 | 2020 to 2024 | 2020 | Harvesting | ||
| H•• H•••••••• L• 805-2436995987 | fund | $2M GAV 2024 | 13 | 2023 to 2024 | 2023 | Investing | ||
| H•• L••••• R••• O•••••• L• 805-1612498185 | fund | $1M GAV 2024 | 76 | 2018 to 2024 | 2018 | Winding down | ||
| H•• L••• F••• L• 805-2549574657 | fund of funds | $814,563 GAV 2024 | 30 | 2012* to 2024 | unknown | Winding down | Land | |
| H•• M•••• C•••••••• L• 805-7442137395 | fund | $768,743 GAV 2024 | 9 | 2012* to 2024 | unknown | Harvesting | ||
| H•• L••• F••• I•• L• 805-4575748823 | fund of funds | $394,691 GAV 2024 | 5 | 2012* to 2024 | unknown | Winding down | Land | |
| H•• N•• C•• L• 805-8254574805 | fund | $372,098 GAV 2024 | 63 | 2021 to 2024 | 2021 | Winding down | ||
| H••• E••••••• Q•• L• 805-6643288775 | feeder | $159,065 GAV 2024 | 71 | 2012* to 2024 | unknown | Winding down | Value add | |
| H•• P•••••• 1• F••• L• 805-4679991996 | fund of funds | $139,976 GAV 2024 | 16 | 2012* to 2024 | unknown | Winding down | ||
| H••••• M••••••• P••• F•••• L• 805-3963149752 | feeder | $73,373 GAV 2024 | 94 | 2022 to 2024 | 2022 | Winding down | Debt | |
| H••• T••••••• L• 805-5453739410 | feeder | $63,116 GAV 2024 | 92 | 2012* to 2024 | unknown | Unknown | ||
| H••• 2•••• L• 805-7493016994 | fund | $0 GAV 2024 | 26 | 2020 to 2024 | 2020 | Winding down |
63 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| H••••• M••••••• P••••••••• F••••• 805-3956641771 | feeder | $25M GAV 2012 | 99 | 2012* to 2012 | unknown | Unknown | Debt | |
| H•• E•••••• A••••••••• L• 805-7992544069, dropped 2019 | fund | $8M GAV 2018 | 73 | 2016 to 2018 | 2016 | Dropped from ADV | ||
| H•• S• A••••••••• L• 805-2981994212, dropped 2022 | fund | $7M GAV 2021 | 61 | 2020 to 2021 | 2020 | Dropped from ADV | ||
| H••• 2•••• L• 805-6355923840, dropped 2018 | fund | $6M GAV 2017 | 41 | 2015 to 2017 | 2015 | Dropped from ADV | ||
| H••• 2••••• F•••• L• 805-1608759943, dropped 2015 | fund | $5M GAV 2014 | 34 | 2012* to 2014 | 2010 | Dropped from ADV | ||
| H•• L•••••••• P••••• L• 805-4233723890, dropped 2020 | fund | $5M GAV 2019 | 52 | 2017 to 2019 | 2017 | Dropped from ADV | ||
| H•• L•••••• L••• F••• I• L• 805-1341587637, dropped 2020 | fund | $4M GAV 2019 | 36 | 2016 to 2019 | 2016 | Dropped from ADV | Debt | |
| H•• W••••••••• P•••• L• 805-1661401149, dropped 2015 | fund | $4M GAV 2014 | 53 | 2013 to 2014 | 2013 | Dropped from ADV | ||
| H•• B•••• R•••••• L• 805-8175410220 | fund | $4M GAV 2014 | 17 | 2013 to 2014 | 2013 | Investing | ||
| H•• A•••• R••••• L• 805-9254563622 | fund | $3M GAV 2014 | 35 | 2013 to 2014 | 2013 | Investing | ||
| H•• O•••• F•••• L• 805-8772053918, dropped 2022 | fund | $2M GAV 2021 | 34 | 2018 to 2021 | 2018 | Dropped from ADV | ||
| H•• C••••• S••••••• L• 805-3676483031, dropped 2021 | fund | $2M GAV 2020 | 32 | 2016 to 2020 | 2016 | Dropped from ADV | ||
| H•• C••••••• C••••••• L• 805-3245688670, dropped 2019 | fund | $2M GAV 2018 | 36 | 2016 to 2018 | 2016 | Dropped from ADV | ||
| H•• M•••••••• H•••• L• 805-8730367545, dropped 2014 | fund | $2M GAV 2013 | 19 | 2012* to 2013 | unknown | Dropped from ADV | ||
| H••• T••••••• L• 805-5912261326, dropped 2024 | feeder | $2M GAV 2023 | 92 | 2022 to 2023 | 2022 | Dropped from ADV | ||
| H•• A•••••• L•••• L• 805-1919260679, dropped 2018 | fund | $2M GAV 2017 | 27 | 2013 to 2017 | 2013 | Dropped from ADV | Land | |
| H•• B•••• R••• S••••••• L• 805-5637209485, dropped 2019 | fund | $1M GAV 2018 | 27 | 2016 to 2018 | 2016 | Dropped from ADV | ||
| H•• S••••• O•••• L• 805-3096709480 | fund | $1M GAV 2014 | 28 | 2012* to 2014 | unknown | Investing | ||
| H••• 2•••• L• 805-6141553791, dropped 2015 | fund | $1M GAV 2014 | 12 | 2012* to 2014 | 2009 | Dropped from ADV | ||
| H••• 2•••• L• 805-7100469127, dropped 2016 | fund | $1M GAV 2015 | 25 | 2013 to 2015 | 2012 | Dropped from ADV | ||
| H•• W•••• O••• L• 805-7899998563 | fund | $1M GAV 2013 | 26 | 2013 to 2013 | 2013 | Unknown | ||
| H•• L••• O•• L• 805-5571190970, dropped 2014 | fund | $1M GAV 2013 | 14 | 2012* to 2013 | unknown | Dropped from ADV | ||
| H•• L••••• O•••• L• 805-8402775137, dropped 2018 | fund | $1M GAV 2017 | 23 | 2012* to 2017 | unknown | Dropped from ADV | ||
| H•• N• I••••••••• L• 805-1670708460, dropped 2022 | fund | $998,271 GAV 2021 | 2 | 2019 to 2021 | 2019 | Dropped from ADV | ||
| H••• 2•••• L• 805-5969520063, dropped 2020 | fund | $982,873 GAV 2019 | 40 | 2013 to 2019 | 2013 | Dropped from ADV | ||
| H••• 2•••• L• 805-1408570145, dropped 2018 | fund | $893,680 GAV 2017 | 45 | 2014 to 2017 | 2014 | Dropped from ADV | ||
| H•• P•••••• 1• F••• L• 805-4908476857, dropped 2021 | fund of funds | $790,534 GAV 2020 | 13 | 2012* to 2020 | unknown | Dropped from ADV | ||
| H•• P•••••• K••• L• 805-5413897077, dropped 2022 | fund | $664,405 GAV 2021 | 9 | 2012* to 2021 | unknown | Dropped from ADV | ||
| H••• 2•••• L• 805-1344522174, dropped 2022 | fund | $616,263 GAV 2021 | 47 | 2017 to 2021 | 2016 | Dropped from ADV | ||
| H•• C•••••••• C••••••••• L• 805-9581341627, dropped 2018 | fund | $544,286 GAV 2017 | 24 | 2012* to 2017 | unknown | Dropped from ADV | ||
| H•• N• A••••••••• L• 805-6236899949, dropped 2019 | fund | $517,975 GAV 2018 | 40 | 2012* to 2018 | unknown | Dropped from ADV | ||
| H•• C••••• O••••••••• F••• • I••• L• 805-9783384114, dropped 2024 | fund of funds | $457,307 GAV 2023 | 40 | 2017 to 2023 | 2017 | Dropped from ADV | Debt | |
| H•• B••• L••• R•• L• 805-7402243584, dropped 2024 | fund | $417,398 GAV 2023 | 34 | 2019 to 2023 | 2019 | Dropped from ADV | ||
| H•• P•••••• 0• F••• L• 805-3683295051, dropped 2020 | fund of funds | $366,170 GAV 2019 | 49 | 2012* to 2019 | unknown | Dropped from ADV | ||
| H•• S••••••••• A••••••••• I•• L• 805-1785702841, dropped 2018 | fund | $281,543 GAV 2017 | 29 | 2015 to 2017 | 2015 | Dropped from ADV | ||
| H•• C•••••••• P••••• L• 805-3818611736, dropped 2024 | fund | $260,445 GAV 2023 | 52 | 2018 to 2023 | 2018 | Dropped from ADV | ||
| H•• D••••• P••••• L• 805-5640332501, dropped 2020 | fund | $186,667 GAV 2019 | 34 | 2013 to 2019 | 2013 | Dropped from ADV | ||
| H•• L••••• M••••••••• L• 805-2779066997, dropped 2021 | fund | $157,225 GAV 2020 | 28 | 2012* to 2020 | unknown | Dropped from ADV | ||
| H•• E•••••••• L•••• L• 805-8377320432, dropped 2022 | fund | $147,482 GAV 2021 | 30 | 2015 to 2021 | 2015 | Dropped from ADV | Land | |
| H•• S••••• P•••• L• 805-3422420114, dropped 2015 | fund | $122,046 GAV 2014 | 34 | 2012* to 2014 | unknown | Dropped from ADV | ||
| H•• G•••••••• S•••••• L• 805-1117607851, dropped 2021 | fund | $113,204 GAV 2020 | 31 | 2013 to 2020 | 2013 | Dropped from ADV | ||
| H•• C••••• O••••••••• F••• • I• L• 805-1213483620, dropped 2019 | fund of funds | $110,512 GAV 2018 | 38 | 2012* to 2018 | unknown | Dropped from ADV | Debt | |
| H•• B••••••••• N• L•••• L• 805-8309069393, dropped 2020 | fund | $110,454 GAV 2019 | 30 | 2015 to 2019 | 2015 | Dropped from ADV | Land | |
| H•• V•••••• R•••••• L• 805-4232409583, dropped 2016 | fund | $100,000 GAV 2015 | 22 | 2012* to 2015 | unknown | Dropped from ADV | ||
| H•• M••••••• P•••••••• I• L• 805-8744178696, dropped 2018 | fund | $95,676 GAV 2017 | 32 | 2015 to 2017 | 2015 | Dropped from ADV | ||
| H•• C••••• O••••••••• F••• • I•• L• 805-9194196607, dropped 2022 | fund of funds | $88,299 GAV 2021 | 29 | 2015 to 2021 | 2015 | Dropped from ADV | Debt | |
| H•• P•••••• 0• F••• L• 805-2171582174, dropped 2020 | fund of funds | $88,265 GAV 2019 | 47 | 2012* to 2019 | unknown | Dropped from ADV | ||
| H••• E••••• G• 805-1492821668, dropped 2018 | master | $51,877 GAV 2017 | 155 | 2012* to 2017 | unknown | Dropped from ADV | ||
| H•• S••••••••• A••••••••• 805-8852874399, dropped 2018 | fund | $40,882 GAV 2017 | 38 | 2013 to 2017 | 2013 | Dropped from ADV | ||
| H••• M•••••• G• 805-2304127599, dropped 2022 | master | $40,443 GAV 2024 | 0 | 2012* to 2024 | unknown | Dropped from ADV | ||
| H••• 2•••• L• 805-1159894474, dropped 2024 | fund | $24,805 GAV 2023 | 53 | 2018 to 2023 | 2017 | Dropped from ADV | ||
| H•• T•• L••• 1• F••• L• 805-2861845387, dropped 2018 | fund of funds | $15,007 GAV 2017 | 41 | 2012* to 2017 | unknown | Dropped from ADV | ||
| H•• P•••••• 0• F••• L• 805-5539937212, dropped 2019 | fund of funds | $12,212 GAV 2018 | 22 | 2012* to 2018 | unknown | Dropped from ADV | ||
| H•• S••••• L••• 805-7140784649, dropped 2024 | fund | $10,051 GAV 2023 | 61 | 2016 to 2023 | 2016 | Dropped from ADV | ||
| H•• N•• L••• F•••• L• 805-8032955415, dropped 2024 | fund | $8,899 GAV 2023 | 53 | 2019 to 2023 | 2019 | Dropped from ADV | Debt | |
| H••• 2•••• L• 805-4068180521, dropped 2024 | fund | $8,774 GAV 2023 | 39 | 2019 to 2023 | 2018 | Dropped from ADV | ||
| H•• P•••••• 0• F••• L• 805-8905328929, dropped 2024 | fund of funds | $8,586 GAV 2023 | 83 | 2012* to 2023 | unknown | Dropped from ADV | ||
| H•• C•• D••••• P••••••••• L• 805-1641788219, dropped 2013 | fund | $7,836 GAV 2012 | 35 | 2012* to 2012 | unknown | Dropped from ADV | ||
| H•• V••••• S• L•••• L• 805-1688258338, dropped 2022 | fund | $5,630 GAV 2021 | 36 | 2015 to 2021 | 2015 | Dropped from ADV | Land | |
| H•• D••••• R••••••••• L• 805-9373109241, dropped 2024 | fund | $4,376 GAV 2023 | 25 | 2012* to 2023 | unknown | Dropped from ADV | ||
| H•• B••• A••••••••• L• 805-8377063001, dropped 2024 | fund | $2,999 GAV 2023 | 60 | 2020 to 2023 | 2020 | Dropped from ADV | ||
| H•• U••••••• L• 805-2567512314, dropped 2024 | fund | $0 GAV 2023 | 13 | 2020 to 2023 | 2020 | Dropped from ADV | ||
| H•• S••••• L••• 805-3565920950, dropped 2016 | fund | $0 GAV 2015 | 55 | 2015 to 2015 | 2015 | Dropped from ADV |
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
- J•••• N• H••••• Owner/Director since 2004-04
- J••• T• H••••• Trustee since 2004-04
- S•••••• J•••• H••••• Trustee since 2004-04
- S•••• M•••••• D•••••• Director Of Financial Planning since 2013-12
- D•••• D••••• C••••• Member since 2020-12
- L••• S••••• Trustee since 2022-12
- R••••• K•• H••••• Cco since 2023-03
What is changing?
- Vehicle dropped from ADV Mar 25, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2024 (observed) ••• Locked
Full timeline · 30 eventsShow fewer
- Vehicle dropped from ADV Mar 25, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2024 (observed) ••• Locked
- Vehicle first reported Mar 25, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2024 (observed) ••• Locked
- Vehicle first reported Mar 30, 2023 (observed) ••• Locked
- Vehicle first reported Mar 30, 2023 (observed) ••• Locked
- Vehicle first reported Mar 30, 2023 (observed) ••• Locked
- Vehicle first reported Mar 25, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2022 (observed) ••• Locked
- Vehicle first reported Mar 25, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 25, 2022 (observed) ••• Locked
- Vehicle first reported Mar 25, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 31, 2021 (observed) ••• Locked
- Vehicle first reported Mar 31, 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.