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P••••••••• E••••• F••• A•••••••• L••

Real estate managerSEC-registered adviserunder $1B· Irvine, California

Real estate manager, based in Irvine, California, reporting $393M of real estate gross assets across 3 vehicles.

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

Real estate GAV
$393M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
3
Form ADV, Schedule D 7.B.(1)
Vehicles (3)
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 300968 · SEC 801-124859Show
CRD 300968SEC 801-124859under $1BUnclassifiedForm ADV
What capital do they manage?
Real estate GAV
$393M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
3 current, 3 ever, 0 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2022the extract starts in 2011; an earlier history is not visible
Latest filing
Mar 26, 2024registered adviser
Adviser RAUM
$392Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate 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?
from vehicle names
Strategy
Unclassified
Operator model
Fund managerbasis: stated
Property types
Multifamily, Senior housingbasis: stated
Markets
United States, California, United States (nationwide fund)basis: stated
Business kind (site)
Real estate manager
AUM in its own words
$555M Assets Under Managementthe manager's statement, not a DFX figure
Parent
WNC & Associates, Inc.
In the manager's own words5 quotesShow
  • Multifamily: “Through our acquisition strategy we attempt to develop multifamily-driven returns, durable revenue streams and preserve affordability for low-income housing.”
  • Senior housing: “a 108-unit affordable senior housing community”
  • United States: “preserve and strengthen affordable housing in the United States”
  • California: “CA-only footprint”
  • United States (nationwide fund): “High-cost housing markets throughout the U.S.”
Vehicles
3 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
W•• P••••••••• E••••• F••• 2• L•••
805-6111962512
fund$251M GAV 2024142022* to 2024unknownInvesting
W•• C••••••••• P••••••••• E••••• F•••• L•••
805-6580037919
fund$105M GAV 202462022* to 2024unknownInvesting
P•• P••••••••• E••••• F••• 3• L•••
805-2301162401
fund$37M GAV 202462024 to 20242024Unknown
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
  • Q•••• R•• A•••••••••, San Leandro, Calif. (multifamily) “••• Locked”
  • C•••••• T•••• A•••••••••, St. Charles, Ill. (senior_housing) “••• 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
  • C•••••• M•••• L•••••• Chief Financial Officer since 2020-10
  • J••••••• E•••• C••••• Trustee since 2021-11
  • E••••• J••••• C••••••• Chief Compliance Officer since 2022-03
  • A•• E•••••••• C•••••• President & Chief Investment Officer since 2022-05
  • J•• W•••••• N•••••• C••••• Trustee since 2022-06
What is changing?
  • Vehicle first reported Mar 26, 2024 (observed) ••• Locked
  • First ADV filing on the tape Mar 31, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2022 (observed) ••• Locked
Across DFX

Not yet on record: properties held, institutional LPs.