DFX Intelligence
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C••••••••• W••••• M•••••••••
Not a real estate manager real estate managerSEC-registered adviserunder $1B· Bellevue, Washington
Not a real estate manager real estate manager, based in Bellevue, Washington, reporting $98.5M of real estate gross assets across 1 vehicle.
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
- $98.5M
- Current vehicles
- 1
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
Nothing material in the last 365 days. No dated change on record yet.
Identifiers, size band and strategyCRD 108805 · SEC 801-39379ShowHide
What capital do they manage?
- Real estate GAV
- $99M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 1 current, 3 ever, 2 dropped0 feeders, 0 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
- Dec 17, 2024registered adviser
- Adviser RAUM
- $9.7Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 1
- Latest vintage
- 2016from 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
- Not a real estate manager
- Operator model
- unknown
- Property types
- not stated
- Markets
- not stated
- Business kind (site)
- Wealth manager
- AUM in its own words
- AUA reaches $13 billionthe manager's statement, not a DFX figure
Vehicles
3 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| A••••• C•••••• F••• I•• L•• 805-6343088882 | fund | $99M GAV 2024 | 285 | 2016 to 2024 | 2016 | Mature |
2 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| A••••• C•••••• F••• I• L•• 805-5123989830, dropped 2020 | fund | $30M GAV 2019 | 123 | 2015 to 2019 | 2015 | Dropped from ADV | ||
| A••••• C•••••• F••• I• L•• 805-6684089586, dropped 2015 | fund | $11M GAV 2013 | 31 | 2012* to 2013 | 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.
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
- R•••• C••••••• R••••••• Shareholder since 1996-04
- K•••• M•••••• F••••••••• President; Chairman Of Board since 1997-10
- E•••• E•• Y•••• Chief Compliance Officer since 2004-03
- H••••• a• C•••••• Chief Investment Officer since 2014-08 also on pe
- D•••• G••••• R•••••• Board Director since 2017-04
- H•••••• A•• B••• R••••• Board Director since 2018-11 also on vc
- J••••• E• H••••• Board Director since 2021-06
- A••• M•••• S•••••• Board Director since 2022-03
- N•••••• M•••• S••••• Chief Revenue Officer since 2022-06
- M•••••• A••• S••••• Chief Operating Officer since 2023-05 also on pe
Full team · 11 peopleShow fewer
- M••••• R••• B••••• Board Director since 2024-11
What is changing?
- Vehicle dropped from ADV May 14, 2020 (observed) ••• Locked
- Vehicle first reported Mar 30, 2016 (observed) ••• Locked
- Vehicle dropped from ADV Mar 31, 2015 (observed) ••• Locked
- Vehicle first reported Mar 31, 2015 (observed) ••• Locked
- Vehicle first reported Sep 21, 2012 (observed) ••• Locked
Full timeline · 6 eventsShow fewer
- First ADV filing on the tape 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.