DFX Intelligence
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What capital do they manage?
- Real estate GAV
- $62M 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, 7 ever, 2 dropped0 feeders, 0 funds of funds
- First on the tape
- 2022the extract starts in 2011; an earlier history is not visible
- Latest filing
- Dec 5, 2024exempt reporting adviser
- Fund types on the latest filing
- Real Estate Fund 5
- Latest vintage
- 2024from 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
- Development
- Operator model
- Hybridbasis: stated
- Property types
- Multifamily, Industrial, Retail, Single-family rentalbasis: stated
- Markets
- T••••, Salt Lake City, Boise, Nashville, North Carolina, Raleigh, Charlotte, Washington DCbasis: stated
- Business kind (site)
- REAL_ESTATE_MANAGER
In the manager’s own words
- Core: “Strategy: Core”
- Core plus: “Strategy: Core-Plus”
- Value add: “Strategy: Value-Add”
- Development: “Strategy: Development”
- Opportunistic: “Strategy: Opportunistic”
- Multifamily: “specializes in acquiring and developing institutional multifamily assets in select high-growth markets across the United States”
- Industrial: “Two building flex-industrial property located in Lindon, UT with prominent frontage along the I-15 freeway.”
- Retail: “M••••••• and its partners plan to redevelop C•••••• P••••, a 65% occupied, 73,000 sf retail center located in St. P•••rsburg’s Union C•••••• District.”
- Single-family rental: “C••••••• is a planned 8-unit single-family home subdivision that will be built in the hills above downtown Napa, CA.”
- T••••: “T•••• is among the strongest markets in the southeastern United States”
- Salt Lake City: “Over the past decade, Utah has consistently ranked among the strongest economies in the nation”
- Boise: “Due to its thriving start-up scene, Inc. Magazine recently ranked Boise the 5th best city in the nation for starting a business.”
- Nashville: “Nashville has always been a draw to young people desiring to experience its unique culture and legendary music scene.”
- North Carolina: “North Carolina”
- Raleigh: “With its world-class research facilities, a highly educated workforce, increasingly walkable urban centers, and proximity to major universities, Raleigh ranks among the top markets in the country for businesses and residents alike.”
- Charlotte: “A quintessential 18-hour city, Charlotte has become a destination for young professionals and middle-class families alike.”
- Washington DC: “Location: Washington DC”
- Orlando, FL: “Location: Orlando, FL”
- Philadelphia, PA: “Location: Philadelphia, PA”
- Portland, OR: “Location: Portland, OR”
- Seattle, WA: “Location: Seattle, WA”
- San Diego, CA: “Location: San Diego, CA”
- Napa, CA: “Location: Napa, CA”
- Fort Worth, TX: “Location: Fort Worth, TX”
- Thousand Oaks, CA: “Location: Thousand Oaks, CA”
- Wilmington, NC: “Location: Wilmington, NC”
- St. P•••rsburg, FL: “Location: St. P•••rsburg, FL”
- Springville, UT: “Location: Springville, UT”
Vehicles
7 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| M••••••• P••••••• S•••••••• O••••••••• Z••• I••••••••• F••• I•• L•• 805-3811159371 | fund | $21M GAV 2024 | 18 | 2022 to 2024 | 2022 | Raising | Opportunistic | ||
| M••••••• S•••••••• O••••••••• F••• I• L•• 805-8841226414 | fund | $21M GAV 2024 | 40 | 2022 to 2024 | 2022 | Deploying | Opportunistic | ||
| M••••••• P••••••• S•••••••• O••••••••• Z••• I••••••••• F•••• L•• 805-1315126624 | fund | $9M GAV 2024 | 5 | 2022 to 2024 | 2022 | Investing | Opportunistic | ||
| M••••••• S•••••••• O••••••••• F••• I•• L•• 805-5101912296 | fund | $7M GAV 2024 | 24 | 2023 to 2024 | 2023 | Deploying | Opportunistic | ||
| M••••••• P••••••• S•••••• P•••••• O• F••• I• L•• 805-2199155642 | fund | $4M GAV 2024 | 4 | 2024 to 2024 | 2024 | Unknown |
2 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| M••••••• P••••••• S•••••••• O••••••••• Z••• I••••••••• F•••• L•• 805-4822737969, dropped 2022 | fund | $15M GAV 2022 | 6 | 2022* to 2022 | unknown | Dropped from ADV | Opportunistic | ||
| M••••••• P••••••• S•••••••• O••••••••• Z••• I••••••••• F•••• L•• 805-8280200176, dropped 2022 | fund | $9M GAV 2022 | 4 | 2022* to 2022 | unknown | Dropped from ADV | Opportunistic |
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
- H•••••• P••••, Charlotte, NC (multifamily) “••• Locked”
- C••••••••• a• t•• G••••, Nashville, TN (multifamily) “••• Locked”
- T•• A••••, Raleigh, NC (multifamily) “••• Locked”
- W••••••• a• W••••••••, Washington, DC (multifamily) “••• Locked”
- T••• T••••••, Orlando, FL (multifamily) “••• Locked”
- B•••• • N••••, Philadelphia, PA (multifamily) “••• Locked”
- B•••••• C••••••, Portland, OR (multifamily) “••• Locked”
- S•••• • H•••••, Charlotte, NC (multifamily) “••• Locked”
- C•••••••, Seattle, WA (multifamily) “••• Locked”
- T•••• P••• I•, T••••, FL (multifamily) “••• Locked”
- O•••, Midvale, UT (multifamily) “••• Locked”
- 1••• W•••, Lindon, UT (industrial) “••• 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•••• B•••• B•••••••• Limited Partner since 2019-06 also on pe, vc
- E••• S•••••• B••••• Limited Partner since 2019-06 also on pe, vc
- C••••••••• N•• R•••••• Managing Member since 2019-06
What is changing?
- Vehicle first reported Dec 5, 2024 (observed) ••• Locked
- Vehicle first reported Apr 13, 2023 (observed) ••• Locked
- Vehicle dropped from ADV Mar 7, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 7, 2022 (observed) ••• Locked
- Vehicle first reported Mar 7, 2022 (observed) ••• Locked
- Vehicle first reported Mar 7, 2022 (observed) ••• Locked
- Vehicle first reported Mar 7, 2022 (observed) ••• Locked
- Vehicle first reported Mar 2, 2022 (observed) ••• Locked
- Vehicle first reported Mar 2, 2022 (observed) ••• Locked
- First ADV filing on the tape Mar 2, 2022 (observed) ••• Locked
Across DFX
- bridged to no other DFX graph by identifier
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.