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W•••• O•• P••••••• I••••••••• A••••••• L••

Real estate managerSEC-registered adviser$1B to $5B· Westerville, Ohio

Real estate manager, based in Westerville, Ohio, reporting $2.3B of real estate gross assets across 5 vehicles.

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

Real estate GAV
$2.3B
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
5
Form ADV, Schedule D 7.B.(1)
Vehicles (18)
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 157766 · SEC 801-72370Show
CRD 157766SEC 801-72370$1B to $5BUnclassifiedForm ADV
What capital do they manage?
Real estate GAV
$2.3B GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
5 current, 18 ever, 13 dropped0 feeders, 1 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2012the extract starts in 2011; an earlier history is not visible
Latest filing
Mar 27, 2024registered adviser
Adviser RAUM
$2.2Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 5
Latest vintage
2022from 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
Operator with outside capitalbasis: stated
Property types
Multifamilybasis: stated
Markets
Charlotte, NC, Colorado Springs, CO, Columbus, OH, Greenville, SC, Nashville, TN, Philadelphia, PA, Washington, D.C. Suburbsbasis: stated
Business kind (site)
Real estate manager
AUM in its own words
$4.3 billion total gross asset valuethe manager's statement, not a DFX figure
Parent
W•••• Oak Partners, LLC
In the manager's own words8 quotesShow
  • Multifamily: “We Specialize in Investing in Multifamily Communities”
  • Charlotte, NC: “Charlotte, NC”
  • Colorado Springs, CO: “Colorado Springs, CO”
  • Columbus, OH: “Columbus, OH”
  • Greenville, SC: “Greenville, SC”
  • Nashville, TN: “Nashville, TN”
  • Philadelphia, PA: “Philadelphia, PA”
  • Washington, D.C. Suburbs: “Washington, D.C. Suburbs”
Vehicles
18 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
W•••• O•• R••• E••••• 2•••••• L•
805-4834341327
fund$689M GAV 202452021 to 20242020Investing
W•• M••••••••• F•••• L•••
805-2817915975
fund$641M GAV 202432022 to 20242022Investing
B•••••••• O•• M••••••••• F•••• L•••
805-6525722562
fund$464M GAV 202422022 to 20242022Investing
W•••• O•• R••• E••••• I••••••••• 2•••••• L•
805-4431724125
fund$452M GAV 202432018 to 20242017Harvesting
W•••• O•• R••• E••••• I••••••••• 2•••••• L••
805-6549634096
fund$28M GAV 202432020 to 20242019Investing
13 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
A••• W•••• O•• R••• E••••• 2•••••• L•
805-4576103302, dropped 2023
fund$207M GAV 202232020 to 20222019Dropped from ADV
W•••• O•• R••• E••••• 2•••••• L••
805-9997580493, dropped 2022
fund$163M GAV 202142017 to 20212016Dropped from ADV
W•••• O•• R••• E••••• 2•••••• L•
805-3187068856, dropped 2020
fund$150M GAV 201922014 to 20192014Dropped from ADV
W•••• O•• R••• E••••• 2•••••• L•
805-9075585394, dropped 2020
fund$114M GAV 201952016 to 20192015Dropped from ADV
W•••• O•• R••• E••••• 2•••••• L••
805-9536856799, dropped 2020
fund$80M GAV 201922017 to 20192016Dropped from ADV
W•• B•••••• O••••• L••
805-2169207018, dropped 2024
fund$55M GAV 202322020 to 20232020Dropped from ADV
W•••• O•• M••••• R••• E••••• 2• L•
805-9842986428, dropped 2023
fund$55M GAV 202222018 to 20222018Dropped from ADV
W•••• O•• M••••• R••• E•••••• L•
805-1232249740, dropped 2021
fund$54M GAV 202022018 to 20202018Dropped from ADV
W•••• O•• M••••• A••• R••• E••••• 2•••• L•
805-5260678187, dropped 2023
fund$51M GAV 202222018 to 20222017Dropped from ADV
W•••• O•• R••• E••••• 2•••••• L••
805-7656332475, dropped 2021
fund$50M GAV 202052017 to 20202016Dropped from ADV
W•••• O•• R••• E••••• 2•••••• L•
805-2729771868, dropped 2024
fund$42M GAV 202322018 to 20232017Dropped from ADV
W•••• O•• R••• E••••• O••••••••• F••• 2•••••• L•
805-2255070014, dropped 2019
master$343,393 GAV 201852013 to 20182012Dropped from ADVOpportunistic
W•••• O•• R••• E••••• O••••••••• F••• 2•••••• L••
805-4600840528, dropped 2019
fund of funds$151,932 GAV 2018242012* to 20182011Dropped from ADVOpportunistic
What do they actually own?
0 trusted of 2 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, 1 rows
  • N•• Y••• S•••• C••••• R••••••••• F••• in 4•• W•••• S••••• B••••••••• R••••••••• N• manager_brand$2.8M committed, as of Oct 11, 2023 osc.ny.gov
People
Form ADV Schedule A, latest filing
  • J•••• P••• C••••• President since 2011-04
  • M•••••• J•••• M••••• Member since 2011-10
  • C••••••••• D•••• A••••••• Chief Compliance Officer since 2018-11
What is changing?
  • Vehicle dropped from ADV Mar 27, 2024 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 27, 2024 (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 28, 2023 (observed) ••• Locked
Full timeline · 30 events
  • Vehicle first reported 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 25, 2021 (observed) ••• Locked
  • Vehicle first reported Mar 25, 2021 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 25, 2021 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 27, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 27, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 27, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 28, 2019 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 28, 2019 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2018 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2018 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2018 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2018 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2018 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2017 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2017 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2017 (observed) ••• Locked
  • Vehicle first reported Mar 18, 2016 (observed) ••• Locked
  • Vehicle first reported Aug 8, 2014 (observed) ••• Locked
  • Vehicle first reported Mar 25, 2013 (observed) ••• Locked
Across DFX

Not yet on record: properties held, institutional LPs.