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W•• P•••••••• L••

Not a real estate manager real estate managerSEC-registered adviserunder $1B· Towson, Maryland

Not a real estate manager real estate manager, based in Towson, Maryland, reporting $4.3M of real estate gross assets across 1 vehicle.

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

Real estate GAV
$4.3M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
1
Form ADV, Schedule D 7.B.(1)
Vehicles (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 109971 · SEC 801-46692Show
CRD 109971SEC 801-46692under $1BNot a real estate managerForm ADV
What capital do they manage?
Real estate GAV
$4M 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, 1 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2011the extract starts in 2011; an earlier history is not visible
Latest filing
Apr 30, 2024registered adviser
Adviser RAUM
$5.7Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 1, Other Private Fund 4, Private Equity Fund 4
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
$32+ billionthe manager's statement, not a DFX figure
In the manager's own words1 quotesShow
  • 48 states: “We serve clients in 48 states with over 340 employees across twelve offices.”
Vehicles
1 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
W•• R••• E••••• O••••••••• F•••• L••
805-9823451861
fund of funds$4M GAV 2024262012* to 2024unknownHarvestingOpportunistic
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
  • T•••••• W•••••• C•••• Chairman, Member Of Board since 1992-07 also on pe
  • M••••• J••••• E•• Member Of Board since 1994-05 also on pe
  • P••• a• S••••••• Co-Chief Investment Officer since 2018-01 also on pe
  • C••• J••••• N•••••• Member Of Board since 2018-01 also on pe
  • J•••••• L•••• H••• Member Of Board since 2018-01 also on pe
  • T••• M•••••• W••••••• Chief Executive Officer And Chief Compliance Officer since 2019-09 also on pe
  • B•••• M•••••• L•••• Chief Financial Officer since 2019-12 also on pe
  • B••••••• R••••• Member since 2021-09 also on pe
  • Y••••• N•••••• K••••• Member since 2021-09 also on pe
  • S••••• E••••• C••••• Member since 2021-09 also on pe
Full team · 12 people
  • L•••• M••• C••• Chief Operating Officer since 2021-12 also on pe
  • J••••• F• R••• Co-Chief Investment Officer since 2023-01 also on pe
What is changing?
  • Vehicle first reported Mar 30, 2012 (observed) ••• Locked
  • First ADV filing on the tape Nov 16, 2011 (observed) ••• Locked
Across DFX

Not yet on record: properties held, institutional LPs.