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C••••• F••• M••••••••• L••

Opportunistic real estate managerExempt reporting adviserunder $1B· Tampa, Florida

Opportunistic real estate manager, based in Tampa, Florida, reporting $20.1M of real estate gross assets across 2 vehicles.

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

Real estate GAV
$20.1M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
2
Form ADV, Schedule D 7.B.(1)
Institutional LPs
1
Pension and endowment disclosures
Vehicles (2)LPs
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 164011 · SEC 802-76720Show
CRD 164011SEC 802-76720under $1BOpportunisticForm ADV
What capital do they manage?
Real estate GAV
$20M 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, 2 ever, 0 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2012the extract starts in 2011; an earlier history is not visible
Latest filing
Mar 28, 2024exempt reporting adviser
Fund types on the latest filing
Real Estate Fund 2
Latest vintage
2017from 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
Opportunistic
Operator model
Operator with outside capitalbasis: stated
Property types
Office, Multifamily, Otherbasis: stated
Markets
Florida, New Jersey, Ohio, Colorado, Utahbasis: stated
Business kind (site)
Real estate manager
In the manager's own words8 quotesShow
  • Office: “flexible workspace, commercial property, multifamily communities and event space”
  • Multifamily: “flexible workspace, commercial property, multifamily communities and event space”
  • Other: “flexible workspace, commercial property, multifamily communities and event space”
  • Florida: “with assets in Florida, New Jersey, Ohio, Colorado and Utah”
  • New Jersey: “with assets in Florida, New Jersey, Ohio, Colorado and Utah”
  • Ohio: “with assets in Florida, New Jersey, Ohio, Colorado and Utah”
  • Colorado: “with assets in Florida, New Jersey, Ohio, Colorado and Utah”
  • Utah: “with assets in Florida, New Jersey, Ohio, Colorado and Utah”
Vehicles
2 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
C••••• R••• E••••• I••••• a•• O••••••••• F•••• L••
805-4370006808
fund$13M GAV 2024152012* to 2024unknownWinding downOpportunistic
C••••• R••• E••••• I••••• • O••••••••• F••• I•• L••
805-2114801251
fund$7M GAV 2024112017 to 20242017HarvestingOpportunistic
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.
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?
1 allocators, 1 rows
  • G•••• F••••••••• T•••• in C••••• C••••••••• R••• E••••• manager_brand$1.6M fair value, as of Dec 31, 2024 apps.irs.gov
People
Form ADV Schedule A, latest filing
  • J••• A••• C••••• Founder And Chief Executive Officer since 2015-09
  • G•••• R•••••• B••••• President since 2015-09
  • H•••• S••••••• Vice President Of Operations since 2015-10
What is changing?
  • Vehicle first reported Mar 31, 2017 (observed) ••• Locked
  • Vehicle first reported May 18, 2012 (observed) ••• Locked
  • First ADV filing on the tape May 18, 2012 (observed) ••• Locked
Across DFX
  • bridged to no other DFX graph by identifier

Not yet on record: properties held.