DFX Intelligence
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What capital do they manage?
- Real estate GAV
- $13M 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, 2 ever, 1 dropped0 feeders, 0 funds of funds
- First on the tape
- 2013the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 25, 2024exempt reporting adviser
- Fund types on the latest filing
- Real Estate Fund 1, Private Equity Fund 8
- 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
- Value add
- Operator model
- Fund managerbasis: stated
- Property types
- Office, Office, Other, Retail, Otherbasis: stated
- Markets
- Pennsylvania, North Carolina, South Carolinabasis: stated
- Business kind (site)
- REAL_ESTATE_MANAGER
In the manager’s own words
- Value add: “value investments in stabilized properties”
- Office: “General Office”
- Office: “Medical Office”
- Other: “Consumer Services”
- Retail: “Specialty Retail”
- Other: “Light Commercial”
- Pennsylvania: “Pennsylvania”
- North Carolina: “North Carolina”
- South Carolina: “South Carolina”
Vehicles
2 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| L•• R••• E•••••• L• 805-3254199213 | fund | $13M GAV 2024 | 37 | 2022 to 2024 | 2022 | Raising |
1 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| L•• T• R••• E•••••• L•• 805-6471572242, dropped 2022 | fund | $1M GAV 2021 | 25 | 2020 to 2021 | 2020 | Dropped from ADV |
What do they actually own?
5 trusted of 7 candidate bindings
| Owner entity | Vehicle | Properties held | Loans | Evidence |
|---|---|---|---|---|
| T• G••••••••• R••• E••••• L•• FL, drive-in restaurant, night club, bar | manager only | 3 assessed $2.6M | Corporate filing sunbiz_officer_is_manager | |
| L•• O••••• L•• FL, restaurant, stores one story | manager only | 3 assessed $4.7M | Corporate filing sunbiz_officer_is_manager | |
| B••••••• B••••••• L•• FL, mixed use store and office | manager only | 1 assessed $1.3M | Corporate filing sunbiz_officer_is_manager | |
| L•• V••• B•••• L•• FL, office multi-story | manager only | 1 assessed $5.0M | Corporate filing sunbiz_officer_is_manager | |
| L•• B••• L•• FL, office one story | manager only | 1 assessed $8.3M | Corporate filing sunbiz_officer_is_manager |
Properties the manager names on its site
- Boca Raton, FL (class a office) “••• Locked”
- Boca Raton, FL (class a office) “••• Locked”
- Vero Beach, FL (office/retail) “••• Locked”
- Orlando, FL (restaurant/retail) “••• Locked”
- Wayne, PA (class a office) “••• Locked”
- Coral Springs, FL (office/retail) “••• Locked”
- Nashville, TN (restaurant/retail) “••• Locked”
- Devon, PA (class a office) “••• Locked”
- Port St. Lucie, FL (restaurant/retail) “••• 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
- T•••••• B••••••• M•••••• Vice President/Director/Shareholder since 2012-11 also on pe
- J•••••• R••••• L••••• President/Director/Shareholder since 2012-11 also on pe
- C••••••••• J• D•••• Chief Financial Officer And Chief Operating Officer since 2013-01 also on pe
What is changing?
- Vehicle dropped from ADV Mar 16, 2022 (observed) ••• Locked
- Vehicle first reported Mar 16, 2022 (observed) ••• Locked
- Vehicle first reported Mar 24, 2020 (observed) ••• Locked
- First ADV filing on the tape Mar 26, 2013 (observed) ••• Locked
Across DFX
Bridged 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.