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P••••••• A•••••••• L••

Opportunistic real estate managerSEC-registered adviserunder $1B· Dallas, Texas

Opportunistic real estate manager, based in Dallas, Texas, reporting $160M of real estate gross assets across 2 vehicles.

Composed from this manager's Form ADV filings and classification.

Real estate GAV
$160M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
2
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 283784 · SEC 801-111817Show
CRD 283784SEC 801-111817under $1BOpportunisticForm ADV
What capital do they manage?
Real estate GAV
$160M 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, 3 ever, 0 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2017the extract starts in 2011; an earlier history is not visible
Latest filing
Mar 29, 2024registered adviser
Adviser RAUM
$234Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 2, Private Equity Fund 2
Latest vintage
2022from 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
Hybridbasis: stated
Property types
Office, Multifamily, Mixed use, Landbasis: stated
Markets
not stated
Business kind (site)
Real estate manager
In the manager's own words6 quotesShow
  • Opportunistic:P••••••• A•••••••• L•• is an SEC-registered investment manager pursuing opportunistic credit and equity real estate strategies.
  • Debt:P••••••• A•••••••• L•• is an SEC-registered investment manager pursuing opportunistic credit and equity real estate strategies.
  • Office:What began with the purchase of three office buildings and two parcels of land has evolved into a firm positioned to unlock value across all market phases.
  • Multifamily:P••••••• Realty Group, Inc. is a full-service real estate operations company managing a diverse portfolio, including office, multifamily, mixed-use, and transit-oriented properties.
  • Mixed use:P••••••• Realty Group, Inc. is a full-service real estate operations company managing a diverse portfolio, including office, multifamily, mixed-use, and transit-oriented properties.
  • Land:What began with the purchase of three office buildings and two parcels of land has evolved into a firm positioned to unlock value across all market phases.
Vehicles
3 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
P••••••• S••••••••• F••• I• L•
805-4962892537
fund$124M GAV 2024992022 to 20242022Investing
P••••••• S••••••••• F••• I• L•
805-2995012308
fund$36M GAV 2024232017 to 20242017Harvesting
1 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
P•• I• 5••• C••••••••• L•
805-2473767955, re-typed Private Equity Fund
fund$22M GAV 202472019 to 20242019Harvesting
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
  • J••••• L• P••••• Managing Member / Chief Executive Officer since 2013-06 also on pe
  • V•••• E• D••••••• Member / President since 2013-06 also on pe
  • S••••• a• A•••• Chief Compliance Officer / Chief Financial Officer since 2013-06 also on pe
What is changing?
  • Vehicle first reported Mar 31, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2019 (observed) ••• Locked
  • Vehicle first reported Sep 7, 2017 (observed) ••• Locked
  • First ADV filing on the tape Mar 8, 2017 (observed) ••• Locked
Across DFX

Not yet on record: properties held, institutional LPs.