DFX Intelligence
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S••••••••• I•••
Not a real estate manager real estate managerSEC-registered adviserunder $1B· Lake Mary, Florida
Not a real estate manager real estate manager, based in Lake Mary, Florida, reporting $9.0M 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
- $9.0M
- Current vehicles
- 1
- Properties held
- 2
Form ADV, Schedule D, real estate vehicles summed
Form ADV, Schedule D 7.B.(1)
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 173937 · SEC 801-80652ShowHide
What capital do they manage?
- Real estate GAV
- $9M 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
- 2014the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 28, 2024registered adviser
- Adviser RAUM
- $832Mthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 1
- Latest vintage
- 2019from 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
- Not a real estate manager
- Operator model
- unknown
- Property types
- not stated
- Markets
- not stated
- Business kind (site)
- Wealth manager
Vehicles
1 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| S• F•••• R••• E••••• 805-4376442258 | fund | $9M GAV 2024 | 57 | 2019 to 2024 | 2019 | Deploying |
What do they actually own?
1 trusted of 2 candidate bindings
| Owner entity | Vehicle | Properties held | Loans | Evidence |
|---|---|---|---|---|
| S• R• H••••••• L•• FL, professional building | manager only | 2 assessed $1.2M | Address and agent mailing hq suite own house |
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
- W•••• S••••• Shareholder since 2014-10 also on pe
- N•••••• V•••• Portfolio Manager since 2014-10 also on pe
- T•••••••• A•••• Owner since 2018-01 also on pe
- S••• K••••• L••••• Owner since 2018-01 also on pe
- P••••••• A•••• Owner since 2018-01 also on pe
- A••••••• M•••• W•••• Chief Compliance Officer, Chief Executive Officer since 2019-03 also on pe
- A••• V•••• Owner since 2023-07 also on pe
- R••• H••••• Owner since 2023-11 also on pe
What is changing?
- Vehicle first reported Sep 12, 2019 (observed) ••• Locked
- First ADV filing on the tape Nov 19, 2014 (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: institutional LPs.