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H••• P••••••••• C•••••• M••••••••• L••

Development real estate managerSEC-registered adviserunder $1B· Charlotte, North Carolina

Development real estate manager, based in Charlotte, North Carolina, reporting $45.4M of real estate gross assets across 2 vehicles.

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

Real estate GAV
$45.4M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
2
Form ADV, Schedule D 7.B.(1)
Properties held
Not established
Institutional LPs
Not established
Vehicles (2)
As of · the latest Form ADV filing; property activity carries its own dates
Why this matters
Identifiers, size band and strategyCRD 297174 · SEC 801-113387Show
CRD 297174SEC 801-113387under $1BDevelopmentForm ADV
What capital do they manage?
Real estate GAV
$45M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
2 current, 2 ever, 0 dropped0 feeders, 0 funds of funds
First on the tape
2018the extract starts in 2011; an earlier history is not visible
Latest filing
May 1, 2024registered adviser
Adviser RAUM
$593Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Hedge Fund 6, Real Estate Fund 2
Latest vintage
2020from 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
Fund managerbasis: stated
Property types
Healthcarebasis: stated
Markets
Southeast and Mid-Atlantic regionsbasis: stated
Business kind (site)
REAL_ESTATE_MANAGER
AUM in its own words
$700 million AUMthe manager's statement, not a DFX figure
In the manager’s own words
  • Development: “the Fund invests in ground-up development or value-added lease-up of medical office buildings in the Southeast and Mid-Atlantic regions.”
  • Value add: “the Fund invests in ground-up development or value-added lease-up of medical office buildings in the Southeast and Mid-Atlantic regions.”
  • Healthcare: “the Fund invests in ground-up development or value-added lease-up of medical office buildings in the Southeast and Mid-Atlantic regions.”
  • Southeast and Mid-Atlantic regions: “the Fund invests in ground-up development or value-added lease-up of medical office buildings in the Southeast and Mid-Atlantic regions.”
Vehicles
2 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
H••• M•••••• O••••• B••••••• F•••• L•••
805-9495741882
fund$28M GAV 2024352018* to 2024unknownMature
H••• G••••••••• B••••••• F•••• L•••
805-2649618370
fund$17M GAV 2024302020 to 20242020Investing
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.
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
  • S••••• A••••• H••• General Partner since 2010-09
  • B•••••• G•••••• G••••• Chief Financial Officer And Chief Compliance Officer since 2015-10
What is changing?
  • Vehicle first reported Mar 30, 2020 (observed) ••• Locked
  • Vehicle first reported May 4, 2018 (observed) ••• Locked
  • First ADV filing on the tape May 4, 2018 (observed) ••• Locked
Across DFX