DFX Intelligence
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Manager
M•••• F••• A•••••••
CRD 288426SEC 801-110773Birmingham, ALunder $1BUnclassified
What capital do they manage?
- Real estate GAV
- $141M 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, 14 ever, 12 dropped0 feeders, 0 funds of funds
- First on the tape
- 2017the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 28, 2024registered adviser
- Adviser RAUM
- $189Mthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 1, Private Equity Fund 3
- Latest vintage
- 2023from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
from vehicle names
- Strategy
- Unclassified
- Operator model
- unknown
- Property types
- not stated
- Markets
- not stated
Vehicles
14 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| S••••••••• I••••••••• F••• I•• L•• 805-9772329683 | fund | $141M GAV 2024 | 100 | 2020 to 2024 | 2020 | Investing |
13 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| S•• R•••• C•• L•• 805-3675409747, dropped 2024 | fund | $37M GAV 2023 | 18 | 2022 to 2023 | 2022 | Dropped from ADV | |||
| S•• T••••••• C•• L•• 805-5498057143, dropped 2024 | fund | $34M GAV 2023 | 12 | 2023 to 2023 | 2023 | Dropped from ADV | |||
| S•• H•••••••• W•••• I••••••••• L•• 805-7355562019, dropped 2023 | fund | $29M GAV 2022 | 29 | 2019 to 2022 | 2019 | Dropped from ADV | |||
| S•• R••• a• S••••• M•••••••• L•• 805-7911958619, dropped 2022 | fund | $25M GAV 2021 | 31 | 2020 to 2021 | 2020 | Dropped from ADV | |||
| S•• P•••• S•••••• C•• L•• 805-2707183837, dropped 2024 | fund | $24M GAV 2023 | 17 | 2023 to 2023 | 2023 | Dropped from ADV | |||
| S•• S••••••• O••• I••••••••• L•• 805-7576381457, dropped 2023 | fund | $23M GAV 2022 | 29 | 2019 to 2022 | 2019 | Dropped from ADV | |||
| S•• A•••••• P•••• I••••••••• L•• 805-4816578414, dropped 2023 | fund | $23M GAV 2022 | 29 | 2019 to 2022 | 2019 | Dropped from ADV | |||
| S•• H•••••• P•••• I••••••••• L•• 805-4211142833, dropped 2020 | fund | $23M GAV 2019 | 26 | 2017 to 2019 | 2017 | Dropped from ADV | |||
| S•• T•••••••• I••••••••• L•• 805-7163405820, dropped 2020 | fund | $16M GAV 2019 | 5 | 2017 to 2019 | 2017 | Dropped from ADV | |||
| S•• M••••••• G•••• C•• L•• 805-2079209136, dropped 2024 | fund | $16M GAV 2023 | 5 | 2023 to 2023 | 2023 | Dropped from ADV | |||
| S•• H•••••• H•••• I••••••••• L•• 805-3833907847, dropped 2022 | fund | $12M GAV 2021 | 26 | 2017 to 2021 | 2017 | Dropped from ADV | |||
| S•• R•••••••• R•••• I••••••••• L•• 805-2172743865, dropped 2019 | fund | $9M GAV 2018 | 26 | 2017 to 2018 | 2017 | Dropped from ADV | |||
| S••••••••• I••••••••• F••• I• L•• 805-8144853367 | fund | $0 GAV 2017 | 0 | 2017* to 2017 | unknown | Unknown |
What do they actually own?
0 trusted of 1 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
- B•••• M• L•••••• J•• Sole Shareholder & Director since 1983-01 also on pe
- T••• T•••••• L••••••• Chief Financial Officer since 2017-04 also on pe
- C•••• G••••• M•••••••• Chief Compliance Officer since 2017-04 also on pe
What is changing?
- Vehicle dropped from ADV Mar 28, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 28, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 28, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 28, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 28, 2023 (observed) ••• Locked
- Vehicle first reported Mar 28, 2023 (observed) ••• Locked
- Vehicle first reported Mar 28, 2023 (observed) ••• Locked
- Vehicle first reported Mar 28, 2023 (observed) ••• Locked
- Vehicle dropped from ADV Mar 28, 2023 (observed) ••• Locked
- Vehicle dropped from ADV Mar 28, 2023 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2022 (observed) ••• Locked
- Vehicle first reported Mar 30, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2020 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2020 (observed) ••• Locked
- Vehicle first reported Mar 30, 2020 (observed) ••• Locked
- Vehicle first reported Mar 30, 2020 (observed) ••• Locked
- Vehicle dropped from ADV Mar 27, 2019 (observed) ••• Locked
- Vehicle first reported Mar 27, 2019 (observed) ••• Locked
- Vehicle first reported Mar 27, 2019 (observed) ••• Locked
- Vehicle first reported Mar 27, 2019 (observed) ••• Locked
- Vehicle first reported Nov 3, 2017 (observed) ••• Locked
- Vehicle first reported Nov 3, 2017 (observed) ••• Locked
- Vehicle first reported Nov 3, 2017 (observed) ••• Locked
- Vehicle first reported Nov 3, 2017 (observed) ••• Locked
- Vehicle first reported Jun 7, 2017 (observed) ••• Locked
- First ADV filing on the tape Jun 7, 2017 (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.