DFX Intelligence
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P••••••• C•••••• I••••••••• G••••• L••
Multi-strategy real estate managerSEC-registered adviserunder $1B· Boston, Massachusetts
Multi-strategy real estate manager, based in Boston, Massachusetts, reporting $22.0M of real estate gross assets across 4 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
- $22.0M
- Current vehicles
- 4
Form ADV, Schedule D, real estate vehicles summed
Form ADV, Schedule D 7.B.(1)
As of · the latest Form ADV filing; property activity carries its own dates
Why this matters
- Graphs 3
Identifiers, size band and strategyCRD 120663 · SEC 801-61234ShowHide
What capital do they manage?
- Real estate GAV
- $22M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 4 current, 6 ever, 2 dropped0 feeders, 6 funds of funds
How the GAV is measured, and the filing detailShowHide
- First on the tape
- 2012the extract starts in 2011; an earlier history is not visible
- Latest filing
- Aug 27, 2024registered adviser
- Adviser RAUM
- $35Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Hedge Fund 25, Real Estate Fund 4, Private Equity Fund 28
What do they say they do?
stated by the manager
- Strategy
- Multi-strategy
- Operator model
- Fund managerbasis: stated
- Property types
- Multifamilybasis: stated
- Markets
- United Statesbasis: stated
- Business kind (site)
- Wealth manager
In the manager's own words5 quotesShowHide
- Value add: “Our focus is on value-add and opportunistic strategies, where we believe the alpha opportunity is greatest.”
- Opportunistic: “Our focus is on value-add and opportunistic strategies, where we believe the alpha opportunity is greatest.”
- Debt: “real estate debt or construction financing”
- Multifamily: “We co-invested with an opportunistic real estate partner in the acquisition of a portfolio of multifamily properties in the US.”
- United States: “We co-invested with an opportunistic real estate partner in the acquisition of a portfolio of multifamily properties in the US.”
Vehicles
6 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| P••••••• C•••••• P•••••••• F••• I•• L•• 805-3066281025 | fund of funds | $9M GAV 2024 | 41 | 2012* to 2024 | unknown | Winding down | ||
| P••••••• C•••••• P•••••••• F••• I••• L•• 805-6891581274 | fund of funds | $9M GAV 2024 | 44 | 2012* to 2024 | unknown | Winding down | ||
| P••••••• C•••••• P•••••••• F••• I•• L••• 805-5611211563 | fund of funds | $4M GAV 2024 | 25 | 2012* to 2024 | unknown | Harvesting | ||
| P••••••• C•••••• P•••••••• F••• I••• L••• 805-1012455407 | fund of funds | $717,392 GAV 2024 | 16 | 2012* to 2024 | unknown | Winding down |
2 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| P••••••• C•••••• P•••••••• F•••• L•• 805-7102528955, dropped 2018 | fund of funds | $0 GAV 2017 | 43 | 2012* to 2017 | unknown | Dropped from ADV | ||
| P••••••• C•••••• P•••••••• F•••• L••• 805-9990979746, dropped 2018 | fund of funds | $0 GAV 2017 | 24 | 2012* to 2017 | unknown | Dropped from ADV |
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.
Properties the manager names on its site
- C•••••• P••••• A••••, Seattle, Washington (other) “••• 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
- S••• B••••• M•••••• General Partner since 2002-01 also on pe, vc
- P••• A••••• D••••••• General Partner, Senior Partner since 2002-01 also on pe, vc
- W•••••• W••••• F•• General Partner, Director since 2003-08 also on pe, vc
- C•••••• J••• L••••••••• Global Chief Client Operating Officer since 2006-05 also on pe, vc
- R•••••• M•••••• D•••••••• Independent Director since 2006-08 also on pe, vc
- T••••• J••• S••• Director since 2010-01 also on pe, vc
- A•••• R••• R••••••• General Partner, Chief Executive Officer And Director since 2017-06 also on pe, vc
- R••••••• M••••••• H•••••••• Independent Director since 2017-07 also on pe, vc
- O•••••• •••••• P•••••• General Counsel since 2020-01 also on pe, vc
- N•••• M••• K••••• Chief Compliance Officer since 2020-01 also on pe, vc
Full team · 18 peopleShow fewer
- S••••• M•••• Independent Director since 2021-05 also on pe, vc
- K•••• E•••••••• T••••• Global Chief Operating Officer since 2024-03 also on pe, vc
- G•••••• P••••• C••••••• Member Of A Committee That Serves As The Manager since 2024-03 also on pe, vc
- M••••• E••••••• E••••••• L••••••• Member Of A Committee That Serves As The Manager since 2024-03 also on pe, vc
- W•••••• E••••• F••• Member Of A Committee That Serves As The Manager since 2024-03 also on pe, vc
- D•••• C•••••• H•••••• Member Of A Committee That Serves As The Manager since 2024-03 also on pe, vc
- C••••••••• G•••• L•••••• Member Of A Committee That Serves As The Manager since 2024-03 also on pe, vc
- C••••••• M•••• W•••••••• Director since 2024-07 also on pe, vc
What is changing?
- Vehicle dropped from ADV Mar 28, 2018 (observed) ••• Locked
- Vehicle dropped from ADV Mar 28, 2018 (observed) ••• Locked
- Vehicle first reported Mar 27, 2012 (observed) ••• Locked
- Vehicle first reported Mar 27, 2012 (observed) ••• Locked
- Vehicle first reported Mar 27, 2012 (observed) ••• Locked
Full timeline · 9 eventsShow fewer
- Vehicle first reported Mar 27, 2012 (observed) ••• Locked
- Vehicle first reported Mar 27, 2012 (observed) ••• Locked
- First ADV filing on the tape Mar 27, 2012 (observed) ••• Locked
- Vehicle first reported Mar 27, 2012 (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: properties held, institutional LPs.