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C••••••• I••••••••• M••••••••• L••

Value add real estate managerSEC-registered adviser$1B to $5B· Atlanta, Georgia

Value add real estate manager, based in Atlanta, Georgia, reporting $2.0B of real estate gross assets across 2 vehicles.

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

Real estate GAV
$2.0B
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
2
Form ADV, Schedule D 7.B.(1)
Properties held
17
Deeds, filings and the manager's own site, bound to its vehicles
Institutional LPs
2
Pension and endowment disclosures
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 299369 · SEC 801-114572Show
CRD 299369SEC 801-114572$1B to $5BValue addForm ADV
What capital do they manage?
Real estate GAV
$2.0B 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, 1 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
May 21, 2024registered adviser
Adviser RAUM
$5.6Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 2
Latest vintage
2023from 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
Value add
Operator model
Operator with outside capitalbasis: stated
Property types
Multifamilybasis: stated
Markets
Colorado Springs, South Florida, Tampa/St. Petersburg, North Carolina, Raleigh-Durham, Dallas/Ft. Worth (DFW), Virginia & D.C., Northern Virginia & D.C.basis: stated
Business kind (site)
Real estate manager
In the manager's own words10 quotesShow
  • Multifamily:Next-Level Apartment Living
  • Colorado Springs:Colorado Springs
  • South Florida:South Florida
  • Tampa/St. Petersburg:Tampa/St. Petersburg
  • North Carolina:North Carolina
  • Raleigh-Durham:Raleigh-Durham
  • Dallas/Ft. Worth (DFW):Dallas/Ft. Worth (DFW)
  • Virginia & D.C.:Virginia & D.C.
  • Northern Virginia & D.C.:Northern Virginia & D.C.
  • Washington D.C.:Washington D.C.
Vehicles
3 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
C••••••• E••••••• V•••• F••• V•• L•••
805-6655248075
fund$1.4B GAV 20242932023 to 20242023DeployingValue add2
C••••••• E••••••• V•••• F••• V• L•••
805-7371728625
fund$573M GAV 20241952022 to 20242022HarvestingValue add1
1 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
C••••••• G••••• a•• I•••••• L•••
805-3963301483, dropped 2022
fund$1.6B GAV 20211202018* to 2021unknownDropped from ADV1
What do they actually own?
15 trusted of 25 candidate bindings
Owner entityVehicleProperties heldLoansEvidence
2••• N• 1•• A••••• O•••• L••
FL, multifamily 10+ units
manager only1 assessed $119MCorporate filing
sunbiz officer is manager
M••••••• D•••• F• P••••••• L••
FL, multifamily 10+ units
manager only1 assessed $96.1MCorporate filing
sunbiz principal address hq suite
P•••••••• P•••• O•••• I• L••
FL, multifamily 10+ units
manager only1 assessed $94.1MCorporate filing
sunbiz principal address hq suite only
N•••• 2••• F• P••••••• L••
FL, multifamily 10+ units
manager only1 assessed $86.6MCorporate filing
sunbiz officer is manager
P••••••• W•• F• P••••••• L••
FL, multifamily 10+ units
manager only1 assessed $79.8MCorporate filing
sunbiz officer is manager
D•••• F• P••••••• L••
FL, multifamily 10+ units
manager only2 assessed $77.3MCorporate filing
sunbiz officer is manager
O•• H•••••• F••••• F• P•••••••
FL, multifamily 10+ units
manager only1 assessed $77.0MCorporate filing
sunbiz officer is manager
S• 1•• F• P••••••• L••
FL, multifamily 10+ units
manager only1 assessed $74.8MAddress and agent
mailing hq building suited
R•••• P••• P••••••• L••
FL, multifamily 10+ units
manager only1 assessed $69.7MAddress and agent
owner's tax-bill address is the manager's headquarters to the suite or floor
B•••••• L••• F• P••••••• L••
FL, multifamily 10+ units
manager only1 assessed $61.7MAddress and agent
owner's tax-bill address is the manager's headquarters to the suite or floor
All 17 holdingslargest assessed value first
Owner entityVehicleProperties heldLoansEvidence
H•••• F• P••••••• L••
FL, multifamily 10+ units
manager only1 assessed $61.3MCorporate filing
sunbiz officer is manager
H•••• F• P••••••• L••
FL, multifamily 10+ units
manager only1 assessed $61.3MAddress and agent
owner's tax-bill address is the manager's headquarters to the suite or floor
C••••••• L•••• F• P••••••• L••
FL, multifamily 10+ units
manager only1 assessed $59.2MAddress and agent
owner's tax-bill address is the manager's headquarters to the suite or floor
S• 1••• F• P••••••• L••
FL, multifamily 10+ units
manager only1 assessed $57.4MCorporate filing
sunbiz officer is manager
S••••• F• P••••••• L••
FL, multifamily 10+ units, vacant commercial
manager only2 assessed $52.1MAddress and agent
owner's tax-bill address is the manager's headquarters to the suite or floor
S••••• F• P••••••• L••
FL, multifamily 10+ units, vacant commercial
manager only2 assessed $52.1MCorporate filing
sunbiz officer is manager
H••••••••• F• C•••• P••••••• I•
FL, multifamily 10+ units
manager only1 assessed $49.3MAddress and agent
owner's tax-bill address is the manager's headquarters to the suite or floor
Properties the manager names on its site
  • C••••••• B••••••, Tampa, Florida (multifamily) ••• Locked
  • C••••••• M•••••• E•••, Raleigh, North Carolina (multifamily) ••• Locked
  • C••••••• M•••••• M••••, M••••, Florida (multifamily) ••• Locked
  • C••••••• a• t•• B••••••, Atlanta, Georgia (multifamily) ••• Locked
  • C••••••• N•••, Orlando, Florida (multifamily) ••• Locked
  • C••••••• B•••••••, Phoenix, Arizona (multifamily) ••• Locked
  • C••••••• G••••••• (multifamily) ••• Locked
  • C••••••• G•••• R•••• (multifamily) ••• Locked
  • C••••••• M••••• (multifamily) ••• Locked
What are they buying, selling and financing?
1 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?
2 allocators, 6 rows
  • N• Y• C• E•••••••• R••••••••• S••••• in C••••••• E••••••• V•••• F••• V•• L••• exact_name$86.0M committed, as of Dec 31, 2025 comptroller.nyc.gov
  • N•• Y••• S•••• C••••• R••••••••• F••• in C••••••• E••••••• V•••• F••• V• exact_name$130M fair value, as of Mar 31, 2025 osc.ny.gov
  • N•• Y••• S•••• C••••• R••••••••• F••• in C••••••• E••••••• V•••• F••• V• exact_name$89.2M fair value, as of Mar 31, 2025 osc.ny.gov
  • N•• Y••• S•••• C••••• R••••••••• F••• in C••••••• G••••• A•• I••••• exact_name$293M fair value, as of Mar 31, 2025 osc.ny.gov
  • N•• Y••• S•••• C••••• R••••••••• F••• in C••••••• E••••••• V•••• F••• V• exact_name$300M committed, as of Feb 15, 2023 osc.ny.gov
All 6 commitments
  • N•• Y••• S•••• C••••• R••••••••• F••• in C••••••• G••••• a•• I••••• F••• ••••• manager_brand$400 committed, as of Dec 29, 2021 osc.ny.gov
People
Form ADV Schedule A, latest filing
  • C••••••••• T••• G••••• Trustee since 2013-02 also on pe
  • E••••• S•••• S••••• Senior Managing Partner, Head Of Client Relations & Capital Markets since 2014-08
  • M••••••• C•••••• E•••• Trustee since 2016-09
  • C•••• B•••••• M•• Trustee since 2018-08
  • M•••••• E••••• A••••• Cio since 2018-11
  • D•••• M••••• D•••••• Cfo since 2018-11
  • S••••• J••• D•••••••• Manager since 2019-12
  • J•••• B•••• K••• President Of Investment Management since 2022-01 also on pe
  • L•••••• H•••••• S•••• Chief Compliance Officer since 2024-05 also on pe
What is changing?
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 31, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2022 (observed) ••• Locked
  • First ADV filing on the tape Dec 13, 2018 (observed) ••• Locked
  • Vehicle first reported Dec 13, 2018 (observed) ••• Locked
Across DFX