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L••••••• C•••••• M••••••••• L••

Opportunistic real estate managerSEC-registered adviserunder $1B· Plymouth, Massachusetts

Opportunistic real estate manager, based in Plymouth, Massachusetts, reporting $499M of real estate gross assets across 16 vehicles.

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

Real estate GAV
$499M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
16
Form ADV, Schedule D 7.B.(1)
Properties held
2
Deeds, filings and the manager's own site, bound to its vehicles
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 291898 · SEC 801-119034Show
CRD 291898SEC 801-119034under $1BOpportunisticForm ADV
What capital do they manage?
Real estate GAV
$499M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
16 current, 16 ever, 0 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2018the extract starts in 2011; an earlier history is not visible
Latest filing
Mar 28, 2024registered adviser
Adviser RAUM
$499Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 16
Latest vintage
2024from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
from vehicle names
Strategy
Opportunistic
Operator model
Operator with outside capitalbasis: stated
Property types
Hotelbasis: stated
Markets
United Statesbasis: stated
Business kind (site)
Real estate manager
In the manager's own words3 quotesShow
  • Value add:We have a proven track record for consistently adding value to the properties under our management, from sales and marketing to financial strategies - which allows them to achieve the highest standards in service and satisfaction, along with top performance ratings from guests and industry critics.
  • Hotel:L••••••• is a dynamic hotel management company for full and focused-service hotels and resorts.
  • United States:How We Help You Our Nationwide Presence
Vehicles
16 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
L••••••• C•••••• O••••••••• R••• F••• I• L•
805-3837977616
fund$271M GAV 2024612018* to 2024unknownHarvestingOpportunistic
L••••••• S•••••• O••••••••• F••• I••• L•••
805-8464159366
fund$92M GAV 2024132023 to 20242023InvestingOpportunistic
L••• M•••••• P• J•• L••
805-1374333779
fund$38M GAV 202412023 to 20242023Investing
H•••••• L••• P• J•••••
805-7522745693
fund$33M GAV 2024132023 to 20242023Investing
L••• L••• T•••• P• J•• L••
805-6377991510
fund$16M GAV 2024112023 to 20242023Investing
All 16 current vehicleslargest GAV first
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
L••••••• C•••••• O••••••••• F•••• I• a• L•
805-5157725723
fund$16M GAV 202432018* to 2024unknownInvestingOpportunistic
L••• I• L••• B•••• P• J•• L••
805-7328066332
fund$9M GAV 202452023 to 20242023Investing
P••••••••• L••• P• J•
805-7645949754
fund$8M GAV 2024182024 to 20242024Unknown
L••• A•• A•••• P• J•• L••
805-7479627699
fund$5M GAV 2024112023 to 20242023Investing
H•••••• L••• T••••• J•• L••
805-4037434007
fund$4M GAV 2024142023 to 20242023Investing
L••• N••••••••• J•• L••
805-6278150915
fund$4M GAV 202412023 to 20242023Forming
L••• I• M•••••• T••••• J•• L••
805-6051586393
fund$2M GAV 202412023 to 20242023Forming
L••• L••• T•••• T••••• J•• L••
805-1653934717
fund$925,857 GAV 2024112023 to 20242023Investing
L••• I• L••• B•••• T••••• J•• L••
805-8211787406
fund$495,236 GAV 202452023 to 20242023Investing
L••• A•• A•••• T••••• J•• L••
805-9671729903
fund$275,336 GAV 2024112023 to 20242023Investing
P••••••••• L••• T••••• J•
805-3558384331
fund$233,287 GAV 2024182024 to 20242024Unknown
What do they actually own?
2 trusted of 4 candidate bindings
Owner entityVehicleProperties heldLoansEvidence
H•••••• L••• I••••••••• L••
MA
manager only1 assessed $43.2MManager disclosure
the manager's own website names the property, and the recorder shows this entity at that address today
P••••••••• L••• I•••••• L••
MA
manager only1 assessed $21.1MManager disclosure
the manager's own website names the property, and the recorder shows this entity at that address today
Properties the manager names on its site
  • D••••••••• b• H••••• P•••••• M•••, 1011 W Holmes Ave, M•••, AZ (hotel) ••• Locked
  • A••••• I•, One South Street, Hyannis, MA (hotel) ••• Locked
  • H•••• T••••, 1401 Strand Avenue, T•••• Island, GA (hotel) ••• Locked
  • D••••••••• b• H••••• A•• A•••• N••••, 3600 Plymouth Rd, Ann A••••, MI (hotel) ••• Locked
  • A••••••• b• t•• S••, 295 Ocean Boulevard, H••••••, NH (hotel) ••• Locked
  • H•••••• I•• L••••••••, 580 Meadow Street, L••••••••, NH (hotel) ••• Locked
  • H•••••• I•• W••••••, 350 Three S•••••s Drive, W••••••, WV (hotel) ••• Locked
  • M••••••••• R••••• C••• C••, 1225 Iyannough Rd, Hyannis, MA (hotel) ••• Locked
  • D••••••••• b• H••••• W••••••••• D• S••••• S•••••, 8777 Georgia Ave, S••••• S•••••, MD (hotel) ••• Locked
  • P••••••••• I••, 1 Commercial St, P•••••••••, MA (hotel) ••• Locked
  • I•• a• M•••••••••, M••••••••• (hotel) ••• Locked
  • H•••• P•••••••••, P•••••••••, RI (hotel) ••• 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
  • G•••• M• G••••• Member since 2017-08 also on vc
  • C••••••••• G• G••••• Member since 2017-08 also on vc
  • M•••••• S••••••• Member since 2017-08 also on vc
  • R•••••• C••••• B••••• Chief Compliance Officer since 2020-03 also on vc
What is changing?
  • Vehicle first reported Mar 28, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
Full timeline · 17 events
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • First ADV filing on the tape Jan 5, 2018 (observed) ••• Locked
  • Vehicle first reported Jan 5, 2018 (observed) ••• Locked
  • Vehicle first reported Jan 5, 2018 (observed) ••• Locked
Across DFX

Not yet on record: institutional LPs.