DFX Intelligence
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.
P••••• C•••••• M••••••••• L••
Debt real estate managerSEC-registered adviserunder $1B· Dallas, Texas
Debt real estate manager, based in Dallas, Texas, reporting $50.0M 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
- $50.0M
- 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 281448 · SEC 801-113467ShowHide
What capital do they manage?
- Real estate GAV
- $50M 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, 1 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShowHide
- First on the tape
- 2016the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 19, 2024registered adviser
- Adviser RAUM
- $389Mthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 1
- Latest vintage
- 2021from 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
- Debt
- Operator model
- Debt managerbasis: stated
- Property types
- not stated
- Markets
- United States, Nationwide (29 States)basis: stated
- Business kind (site)
- Real estate manager
- AUM in its own words
- ••• Lockedthe manager's statement, not a DFX figure
In the manager's own words4 quotesShowHide
- Debt: “We are an alternative investment firm specializing in US based Commercial Real Estate (CRE) bridge loans with an emphasis on the lower middle market.”
- Debt: “P••••• C•••••• provides CRE Sponsors short-term private credit solutions, with an emphasis on originating and servicing loans in the $10 million to $30 million range, secured by the underlying real estate collateral in senior lien position.”
- United States: “We are an alternative investment firm specializing in US based Commercial Real Estate (CRE) bridge loans with an emphasis on the lower middle market.”
- Nationwide (29 States): “Lending activity in 29 States”
Vehicles
3 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| P• A••• S•• 1• L• 805-6127735689 | fund | $50M GAV 2024 | 2 | 2020 to 2024 | 2020 | Harvesting |
2 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| P••••• C•••••• A•••• B•••• L•••••• F••• I• L• 805-9937211983 | fund | $268M GAV 2022 | 1340 | 2016* to 2022 | unknown | Mature | Debt | |
| P••••• A•• I•• L••• 805-2659477833, dropped 2022 | fund | $0 GAV 2021 | 2 | 2021 to 2021 | 2021 | 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
- C••• A•••• J•••••• Ceo since 2014-08
- J•••• B••••••• A•• Chief Compliance Officer since 2022-01
- Z•••••• W•••••••• M••••• Ceo since 2023-06
What is changing?
- Vehicle dropped from ADV Mar 30, 2022 (observed) ••• Locked
- Vehicle first reported Mar 23, 2021 (observed) ••• Locked
- Vehicle first reported Mar 27, 2020 (observed) ••• Locked
- Vehicle first reported Jan 7, 2016 (observed) ••• Locked
- First ADV filing on the tape Jan 7, 2016 (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.