DFX Intelligence
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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.
As of · the latest Form ADV filing; property activity carries its own dates
- Real estate GAV
- $2.0B
- Current vehicles
- 2
- Properties held
- 17
- Institutional LPs
- 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
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 801-114572ShowHide
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 detailShowHide
- 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 quotesShowHide
- 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
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| C••••••• E••••••• V•••• F••• V•• L••• 805-6655248075 | fund | $1.4B GAV 2024 | 293 | 2023 to 2024 | 2023 | Deploying | Value add | 2 |
| C••••••• E••••••• V•••• F••• V• L••• 805-7371728625 | fund | $573M GAV 2024 | 195 | 2022 to 2024 | 2022 | Harvesting | Value add | 1 |
1 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| C••••••• G••••• a•• I•••••• L••• 805-3963301483, dropped 2022 | fund | $1.6B GAV 2021 | 120 | 2018* to 2021 | unknown | Dropped from ADV | 1 |
What do they actually own?
15 trusted of 25 candidate bindings
| Owner entity | Vehicle | Properties held | Loans | Evidence |
|---|---|---|---|---|
| 2••• N• 1•• A••••• O•••• L•• FL, multifamily 10+ units | manager only | 1 assessed $119M | Corporate filing sunbiz officer is manager | |
| M••••••• D•••• F• P••••••• L•• FL, multifamily 10+ units | manager only | 1 assessed $96.1M | Corporate filing sunbiz principal address hq suite | |
| P•••••••• P•••• O•••• I• L•• FL, multifamily 10+ units | manager only | 1 assessed $94.1M | Corporate filing sunbiz principal address hq suite only | |
| N•••• 2••• F• P••••••• L•• FL, multifamily 10+ units | manager only | 1 assessed $86.6M | Corporate filing sunbiz officer is manager | |
| P••••••• W•• F• P••••••• L•• FL, multifamily 10+ units | manager only | 1 assessed $79.8M | Corporate filing sunbiz officer is manager | |
| D•••• F• P••••••• L•• FL, multifamily 10+ units | manager only | 2 assessed $77.3M | Corporate filing sunbiz officer is manager | |
| O•• H•••••• F••••• F• P••••••• FL, multifamily 10+ units | manager only | 1 assessed $77.0M | Corporate filing sunbiz officer is manager | |
| S• 1•• F• P••••••• L•• FL, multifamily 10+ units | manager only | 1 assessed $74.8M | Address and agent mailing hq building suited | |
| R•••• P••• P••••••• L•• FL, multifamily 10+ units | manager only | 1 assessed $69.7M | Address 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 only | 1 assessed $61.7M | Address and agent owner's tax-bill address is the manager's headquarters to the suite or floor |
All 17 holdingsShow fewerlargest assessed value first
| Owner entity | Vehicle | Properties held | Loans | Evidence |
|---|---|---|---|---|
| H•••• F• P••••••• L•• FL, multifamily 10+ units | manager only | 1 assessed $61.3M | Corporate filing sunbiz officer is manager | |
| H•••• F• P••••••• L•• FL, multifamily 10+ units | manager only | 1 assessed $61.3M | Address 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 only | 1 assessed $59.2M | Address 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 only | 1 assessed $57.4M | Corporate filing sunbiz officer is manager | |
| S••••• F• P••••••• L•• FL, multifamily 10+ units, vacant commercial | manager only | 2 assessed $52.1M | Address 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 only | 2 assessed $52.1M | Corporate filing sunbiz officer is manager | |
| H••••••••• F• C•••• P••••••• I• FL, multifamily 10+ units | manager only | 1 assessed $49.3M | Address 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 commitmentsShow fewer
- 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 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.