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P•••••• C•••••• P•••••••• L••

Opportunistic real estate managerSEC-registered adviserunder $1B· Alpharetta, Georgia

Opportunistic real estate manager, based in Alpharetta, Georgia, reporting $29.9M of real estate gross assets across 1 vehicle.

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

Real estate GAV
$29.9M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
1
Form ADV, Schedule D 7.B.(1)
Vehicles (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 285635 · SEC 801-121806Show
CRD 285635SEC 801-121806under $1BOpportunisticForm ADV
What capital do they manage?
Real estate GAV
$30M 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, 1 ever, 0 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2019the extract starts in 2011; an earlier history is not visible
Latest filing
Dec 23, 2024registered adviser
Adviser RAUM
$166Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Hedge Fund 1, Real Estate Fund 1
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
Opportunistic
Operator model
Debt managerbasis: stated
Property types
Multifamily, Student housing, Senior housing, Senior housing, Other, Otherbasis: stated
Markets
United States and territories, Georgia (Atlanta), Puerto Rico (San Juan)basis: stated
Business kind (site)
Other
In the manager's own words12 quotesShow
  • Opportunistic: “We invest opportunistically in middle-market credits in the U.S. and its territories through secondary market aggregation of municipal bonds that no longer have a place in traditional income portfolios.”
  • Distressed: “P•••••• C•••••• P••••••• LLC - Opportunistic Municipal Credit”
  • Debt: “seeks to provide investors with superior tax-advantaged total returns in all market conditions by investing in high-yield and distressed asset-backed municipal bonds”
  • Multifamily: “Affordable Housing”
  • Student housing: “Student Housing”
  • Senior housing: “Senior Living”
  • Senior housing: “Continuing Care Retirement”
  • Other: “Conventions Centers”
  • Other: “Municipal Utilities”
  • United States and territories: “We invest opportunistically in middle-market credits in the U.S. and its territories through secondary market aggregation of municipal bonds that no longer have a place in traditional income portfolios.”
  • Georgia (Atlanta): “The firm is headquartered in Atlanta, GA and maintains operations in San Juan, PR.”
  • Puerto Rico (San Juan): “The firm is headquartered in Atlanta, GA and maintains operations in San Juan, PR.”
Vehicles
1 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
P•••••• S••••• H•••••• R••••••• F••• L•
805-2668286596
fund$30M GAV 202492024 to 20242024UnknownDebt
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
  • E••• S•••••••• Managing Member since 2011-02 also on vc
  • W•••••• H•••• H••• Ceo And Managing Partner since 2014-12 also on pe, vc
  • V•••••••• A•••••• S••••• Managing Partner since 2014-12 also on pe, vc
  • S•••••••• K••• J•••••• Cfo since 2014-12 also on pe, vc
  • J••• M•••••• H••••• Coo since 2017-04 also on pe, vc
  • B•••• T••••• W••••••• Chief Compliance Officer since 2024-12 also on pe, vc
What is changing?
  • Vehicle first reported Mar 29, 2024 (observed) ••• Locked
  • First ADV filing on the tape Jun 11, 2019 (observed) ••• Locked
Across DFX

Not yet on record: properties held, institutional LPs.