DFX Intelligence
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Manager
L•••••• M••••••••• V•••• M••••••• L••
What capital do they manage?
- Real estate GAV
- $384M 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, 4 ever, 1 dropped0 feeders, 0 funds of funds
- First on the tape
- 2012the extract starts in 2011; an earlier history is not visible
- Latest filing
- Sep 24, 2024registered adviser
- Adviser RAUM
- $2.0Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 3, Venture Capital Fund 3
- Latest vintage
- 2019from 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
- Value add
- Operator model
- Hybridbasis: stated
- Property types
- Multifamily, Mixed use, Healthcarebasis: stated
- Markets
- 20+ marketsbasis: stated
- Business kind (site)
- REAL_ESTATE_MANAGER
- AUM in its own words
- $2.4B Portfolio V••••the manager's statement, not a DFX figure
In the manager’s own words
- Value add: “Multifamily and mixed-use properties across 20+ markets. with an emphasis on value add, core+ and core opportunities.”
- Core plus: “with an emphasis on value add, core+ and core opportunities.”
- Core: “with an emphasis on value add, core+ and core opportunities.”
- Development: “L•••••• Group to Break Ground on 155-Unit Multifamily Development in Denver”
- Multifamily: “Multifamily and mixed-use properties across 20+ markets.”
- Mixed use: “Specialized investment and asset management platform for small multifamily mixed-used properties in key urban neighborhood markets.”
- Healthcare: “MEDICAL PROPERTIES Investment platform focused on assembling a portfolio of distinct assets that balance stability with value-add opportunities in select geographies”
- 20+ markets: “Multifamily and mixed-use properties across 20+ markets.”
Vehicles
4 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| L••••••••• • L•••••• U•••• N••••••••• F•••• L••• 805-9368003028 | fund | $274M GAV 2024 | 31 | 2016 to 2024 | 2016 | Harvesting | |||
| L••••••• W•••••••• H•••••• I•• L• 805-5979298041 | fund | $86M GAV 2024 | 92 | 2019 to 2024 | 2019 | Harvesting | |||
| L••••••••• • L•••••• U•••• N••••••••• C•••••• F•••• L••• 805-7929301387 | fund | $24M GAV 2024 | 2 | 2017 to 2024 | 2017 | Harvesting |
1 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| L••••••• W•••••••• H•••••• L• 805-3520597415, dropped 2022 | fund | $667,192 GAV 2021 | 100 | 2015 to 2021 | 2015 | 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.
Properties the manager names on its site
- E••••• T•••••, 1130 S Michigan Ave, Chicago, IL (multifamily) “••• 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
- J•••••• S•••• E•••• Member since 2007-07 also on vc
- K•••• J•• L••• Vp Senior Controller since 2020-10 also on vc
- J••••• F•••••• S••••• Chief Operating Officer since 2020-12 also on vc
- B•••••• P••• N••••• Chief Investment Officer since 2020-12 also on vc
- S•••• W•••••• M••••••• President since 2020-12 also on vc
- J••••••• W•••• S••••• Elected M•••••• since 2021-09 also on vc
- M•••••• G••• H••• Elected M•••••• since 2021-09 also on vc
- M•••• R••• B••••••• Chief Compliance Officer since 2024-03 also on pe, vc
What is changing?
- Vehicle dropped from ADV Mar 31, 2022 (observed) ••• Locked
- Vehicle first reported Mar 28, 2019 (observed) ••• Locked
- Vehicle first reported Apr 19, 2017 (observed) ••• Locked
- Vehicle first reported Mar 28, 2016 (observed) ••• Locked
- Vehicle first reported Mar 30, 2015 (observed) ••• Locked
- First ADV filing on the tape Feb 13, 2012 (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.