DFX Intelligence
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What capital do they manage?
- Real estate GAV
- $102M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- GAV as filed
- $147Mfeeders and quarantined readings included
- Vehicles
- 2 current, 2 ever, 0 dropped1 feeders, 0 funds of funds
- First on the tape
- 2011the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 22, 2024registered adviser
- Adviser RAUM
- $147Mthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 2
- Latest vintage
- 2022from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
confirmed
- Strategy
- Value add
- Operator model
- Fund managerbasis: stated
- Property types
- Student housingbasis: stated
- Markets
- United States, Alexandria, VA, Arlington, VA, Boca Raton, FL, Broomfield, CO, Charlotte, NC, East Bay, CA, Flowery Branch, GAbasis: stated
- Business kind (site)
- REAL_ESTATE_MANAGER
In the manager’s own words
- Value add: “A Denver-based real estate private equity firm targeting both value-add and core investments across the major property types and geographic regions within the United States.”
- Core: “A Denver-based real estate private equity firm targeting both value-add and core investments across the major property types and geographic regions within the United States.”
- Student housing: “Student Housing”
- United States: “across the major property types and geographic regions within the United States.”
- Alexandria, VA: “Alexandria, VA”
- Arlington, VA: “Arlington, VA”
- Boca Raton, FL: “Boca Raton, FL”
- Broomfield, CO: “Broomfield, CO”
- Charlotte, NC: “Charlotte, NC”
- East Bay, CA: “East Bay, CA”
- Flowery Branch, GA: “Flowery Branch, GA”
- Fort Worth, TX: “Fort Worth, TX”
- Inland Empire, CA: “Inland Empire, CA”
- J•••• C••••, GA: “J•••• C••••, GA”
- Lone Tree, CO: “Lone Tree, CO”
- Los Angeles, CA: “Los Angeles, CA”
- Nashville, TN: “Nashville, TN”
- Orange County, CA: “Orange County, CA”
- Plant City, FL: “Plant City, FL”
- Portland, OR: “Portland, OR”
- Richardson, TX: “Richardson, TX”
- Salt Lake City, UT: “Salt Lake City, UT”
- San Antonio, TX: “San Antonio, TX”
- San Diego, CA: “San Diego, CA”
- Scottsdale, AZ: “Scottsdale, AZ”
Vehicles
2 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| A•••••••• V•••• A•• F••• I•• ••• L••• 805-6852556620 | master | $102M GAV 2024 | 5 | 2022 to 2024 | 2022 | Investing | Value add | ||
| A•••••••• V•••• A•• F••• I•• •• F•••••• L••• 805-5396502528 | feeder | $45M GAV 2024 | 7 | 2021 to 2024 | 2021 | Harvesting | Value add |
What do they actually own?
1 trusted of 1 candidate bindings
| Owner entity | Vehicle | Properties held | Loans | Evidence |
|---|---|---|---|---|
| H•••• D•••• O•••• L•• FL, office multi-story | manager only | 1 assessed $20.4M | Corporate filing sunbiz_principal_address_hq_suite |
Properties the manager names on its site
- H•••• D••••, withheld-1, D••••, FL (residential) “••• Locked”
- N•••• 2•••, withheld-2, Austin, TX (student housing) “••• Locked”
- 6•• • P•••, withheld-3, San Diego, CA (residential) “••• Locked”
- 2••• W••• E••, 2••• W••• E•• Ave, Nashville, TN (office) “••• Locked”
- R••••••••• I••••, withheld-4, Austin, TX (office) “••• Locked”
- E•••• S•••••, 2200 W••• Main Street, Durham, NC (office) “••• Locked”
- T•• E••••••, withheld-5, Raleigh, NC (residential) “••• Locked”
- H••••••••, 8611 H•••••••• Road, Dallas, TX (retail) “••• Locked”
- C••••• C•••• W•••, withheld-6, Denver, CO (mixed use) “••• Locked”
- M••••• J•••• C••••, 11650 J•••• C•••• Parkway, J•••• C••••, GA (mixed use) “••• Locked”
- T•• A•••••••, withheld-7, Houston, TX (residential) “••• Locked”
- R•••••• D••••••, withheld-8, D••••••, GA (residential) “••• 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
- P••••••• L•• N•••• Managing Director since 2015-11
- G••• L••••••• F•••• Member since 2016-11
- R••••• A•••• T••••• Managing Member since 2016-11
- M••• D•••• S•••••• Chief Compliance Officer since 2017-04
- P•••••• T••••• K•••••• Managing Director since 2018-12
- D•••• J•••••• C••••• Managing Director since 2021-01
- P•••• W•••••• S••••• Managing Director since 2021-09 also on pe
- A•••••• G••••• B•••••• Managing Director since 2022-07
- S•••••••• J••• B••••••••• Chief Financial Officer since 2023-05
What is changing?
- Vehicle first reported Mar 8, 2022 (observed) ••• Locked
- Vehicle first reported Mar 31, 2021 (observed) ••• Locked
- First ADV filing on the tape Nov 7, 2011 (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.