The names on this page are hidden. Create a free account to reveal 5 records a month, or get Real Estate Fund Intelligence at $199 a month for every name. Every figure, date and source on this page is public either way.

Manager

S••••••• C••••••• L••

CRD 304746SEC 801-117360Raleigh, NCs•••••••••.comunder $1BOpportunistic
Form ADV on IAPD
What capital do they manage?
Real estate GAV
$96M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
8 current, 8 ever, 0 dropped0 feeders, 0 funds of funds
First on the tape
2019the extract starts in 2011; an earlier history is not visible
Latest filing
Aug 15, 2024registered adviser
Adviser RAUM
$318Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 8, Private Equity Fund 3
Latest vintage
2024from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
confirmed
Strategy
Opportunistic
Operator model
Fund managerbasis: stated
Property types
Hotel, Mixed use, Industrial, Otherbasis: stated
Markets
Southeastern United Statesbasis: stated
Business kind (site)
REAL_ESTATE_MANAGER
In the manager’s own words
  • Opportunistic:Through closed- and open-ended investment vehicles, we target off-market opportunities across the risk/return spectrum.
  • Value add:S••••••• C•••••• Charlotte, NC | Value-Add Flex
  • Development:L•••••••• P••• 7• Walton, KY | Industrial Development
  • Development:H•••• H•••• a• V••••••••• Nashville, TN | Hospitality Development
  • Hotel:H•••• H•••• a• V••••••••• Nashville, TN | Hospitality Development
  • Mixed use:2••• C•••••• B•••••••• Raleigh, NC | Stabilized Mixed-Use
  • Industrial:L•••••••• P••• 7• Walton, KY | Industrial Development
  • Other:Diversified across property types
  • Southeastern United States:S••••••• C••••••’s real assets strategy focuses on the high-growth markets of the Southeastern United States.
Vehicles
8 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
S••••••• R••• E••••• P••••••• I•• L•
805-4803032270
fund$25M GAV 2024332022 to 20242022InvestingOpportunistic
S•• I••••• F•••• L•
805-2509915215
fund$15M GAV 202412024 to 20242024UnknownDebt
P•••••• L••••• H•••••••• L••
805-4782814727
fund$15M GAV 2024102024 to 20242024Unknown
S••••••• R••• E••••• F••• 2••• Q•• L•
805-1339139981
fund$14M GAV 2024282019* to 20242018Harvesting
S••••••• R••• E••••• P••••••• I• A•• L•
805-5293381331
fund$7M GAV 2024342022 to 20242022InvestingOpportunistic
S••••••• R••• E••••• F••• 2••• Q•• L•
805-8240573292
fund$7M GAV 2024232019* to 20242016Winding down
S••••••• R••• E••••• F••• 2•••• L•
805-1934241003
fund$7M GAV 20241002019* to 20242016Winding down
S••••••• R••• E••••• F••• 2••• A•• L•
805-7555098747
fund$6M GAV 2024492019* to 20242018Harvesting
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
  • O••••••• H•••, Charlotte, NC (historic redevelopment) ••• Locked
  • J••••• M•••, Greenville, SC (historic redevelopment) ••• Locked
  • H•••• H•••• a• V•••••••••, Nashville, TN (hospitality development) ••• Locked
  • 2••• C•••••• B••••••••, 2••• C•••••• B••••••••, Raleigh, NC (stabilized mixed-use) ••• Locked
  • S••••••• C••••••, Charlotte, NC (value-add flex) ••• Locked
  • L•••••••• P••• 7•, Walton, KY (industrial development) ••• 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
  • L•• H•••••• R•••••• Co-Founder since 2019-06 also on pe
  • D•••••• A••••• V••••• Managing Partner since 2019-06 also on pe
  • B••••• W••••• B••••••• Chief Compliance Officer since 2024-03 also on pe
What is changing?
  • Vehicle first reported Mar 29, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2022 (observed) ••• Locked
  • First ADV filing on the tape Aug 20, 2019 (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.