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Manager

B•••••• G••••• A•••••••• L••

CRD 158508SEC 801-73308Boston, MAb•••••••••.comunder $1BMulti-strategy
Form ADV on IAPD
What capital do they manage?
Real estate GAV
$854M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
17 current, 19 ever, 2 dropped0 feeders, 17 funds of funds
First on the tape
2012the extract starts in 2011; an earlier history is not visible
Latest filing
Jul 2, 2024registered adviser
Adviser RAUM
$4.1Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Hedge Fund 16, Real Estate Fund 17, Other Private Fund 13, Private Equity Fund 3, Venture Capital Fund 12
Latest vintage
2024from 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
Multi-strategy
Operator model
Fund managerbasis: stated
Property types
not stated
Markets
not stated
Business kind (site)
WEALTH_MANAGER
AUM in its own words
over $4Bthe manager's statement, not a DFX figure
In the manager’s own words
  • Multi-strategy: “The additional private funds we have created deliver access to a broad range of strategies including real estate, private equity, hedge funds, electricity trading, commercial aircraft leasing, and pharmaceutical royalties.”
Vehicles
19 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
B•• O••••••••• Z••• F•••• L•• • 2••• S•••••
805-7580949619
fund of funds$113M GAV 2024602023 to 20242022DeployingOpportunistic
B•• O••••••••• Z••• F•••• L•• • 2••••• S•••••
805-5439466032
fund of funds$100M GAV 2024862022 to 20242022InvestingOpportunistic
B•• R••• E••••• F•••• L•• • 2••• S•••••
805-8254460477
fund of funds$90M GAV 2024952022 to 20242021Investing
B•• R••• E••••• F•••• L•• • 2••• S•••••
805-8990071666
fund of funds$80M GAV 20241002023 to 20242022Investing
B•• O••••••••• Z••• F•••• L•• • Y•••••• S•••••
805-4365166243
fund of funds$70M GAV 2024842020 to 20242020InvestingOpportunistic
B•• O••••••••• Z••• F•••• L•• • A••••• S•••••
805-6306416012
fund of funds$68M GAV 2024602021 to 20242021InvestingOpportunistic
B•• R••• E••••• F•••• L•• • 2••• S•••••
805-2935364607
fund$64M GAV 2024882024 to 20242023Unknown
B•• R••• E••••• F•••• L•• • 2••• S•••••
805-6576960233
fund of funds$62M GAV 2024642020 to 20242020Investing
B•• O••••••••• Z••• F•••• L•• • S•• L•••• S•••••
805-4418847933
fund of funds$38M GAV 2024582022 to 20242022InvestingOpportunistic
B•• R••• E••••• F•••• L•• • C••• S•••••
805-7616370495
fund$34M GAV 2024242023 to 20242023Deploying
B•• R••• E••••• F•••• L•• • 2••• S•••••
805-5296874737
fund of funds$32M GAV 2024502021 to 20242019Harvesting
B•• O••••••••• Z••• F•••• L•• • A••••• U•••• E••• 2• S•••••
805-6485967350
fund of funds$30M GAV 2024552024 to 20242024UnknownOpportunistic
B•• O••••••••• Z••• F•••• L•• • E•••••••• S•••••
805-8771046016
fund of funds$24M GAV 2024362020 to 20242020HarvestingOpportunistic
B•• H•••••• F•••• L•• • C••••• H••• S•••••
805-1626161996
fund of funds$18M GAV 2024372018 to 20242018Harvesting
B•• H•••••• F•••• L•• • R•• S•••••
805-4535636476
fund of funds$17M GAV 2024212016 to 20242016Harvesting
B•• R••• E••••• F•••• L•• • 2••• S•••••
805-9107440048
fund of funds$10M GAV 2024412019 to 20242018Harvesting
B•• H•••••• F•••• L•• • B••••••••• S•••••
805-2907639228
fund of funds$6M GAV 2024192017 to 20242017Harvesting
2 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
B•• H•••••• F•••• L•• • 1•• M••• R••• S•••••
805-9322221651, dropped 2018
fund of funds$8M GAV 2017212014 to 20172014Dropped from ADV
B•• H•••••• F•••• L•• • A••••••••• B•••• S•••••
805-4118773781, dropped 2022
fund of funds$300,000 GAV 202152015 to 20212015Dropped from ADV
What do they actually own?
0 trusted of 2 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?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
  • J••• M•••••• O••••••• Ceo, Co-Cio, Manager, Director since 2011-04 also on pe, vc
  • D••••• L•••• B•••• Cco (3/2013), Cfo (4/2011), Director (1/2023) since 2011-04 also on pe, vc
  • J••• W••••• D•••••• Coo (4/2011), Director Of Tax & E••••• Planning (4/2011), Director (1/2023) since 2011-04 also on pe, vc
  • P••••• L•••••• B••••• Director since 2011-04 also on pe, vc
  • A•••••• C••••• D•••••••• Member since 2017-01 also on pe, vc
  • A•••••••• R•••••• C••• Member since 2017-01 also on pe, vc
  • C••••••••• A••• H••••• Director (4/2018) since 2018-04 also on pe, vc
  • H••••• N•• M•••••••• Member since 2019-01 also on pe, vc
  • D•••• R••••••••• Member since 2021-01 also on pe, vc
What is changing?
  • Vehicle first reported Mar 28, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2022 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 30, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 25, 2021 (observed) ••• Locked
  • Vehicle first reported Mar 25, 2021 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2019 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 26, 2018 (observed) ••• Locked
  • Vehicle first reported Mar 26, 2018 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2017 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2016 (observed) ••• Locked
  • Vehicle first reported Mar 24, 2015 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2014 (observed) ••• Locked
  • First ADV filing on the tape Feb 10, 2012 (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.