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Manager

R••••••• F••• A•••••• L••

CRD 326939SEC 801-129077Newport Beach, CAr•••••••.comunder $1BDevelopment
Form ADV on IAPD
What capital do they manage?
Real estate GAV
$130M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
4 current, 4 ever, 0 dropped1 feeders, 0 funds of funds
First on the tape
2023the extract starts in 2011; an earlier history is not visible
Latest filing
Mar 29, 2024registered adviser
Adviser RAUM
$206Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 4
Latest vintage
2022from 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, Office, Mixed usebasis: stated
Markets
U.S. Opportunity Zones / emerging U.S. markets, Midwest, Huntsville, AL, Sacramento, CA, Albuquerque, NM, Philadelphia, PA, San Bernardino, CA, Indianapolis, INbasis: stated
Business kind (site)
REAL_ESTATE_MANAGER
AUM in its own words
••• Lockedthe manager's statement, not a DFX figure
In the manager’s own words
  • Development: “RevOZ invests real estate private equity into developments in Opportunity Zones and has been recognized as a national leader for the positive social and economic impact it has created since the inception of the incentive in 2018.”
  • Value add: “It focuses on acquiring, repositioning, and operating workforce housing in the Midwest aimed at preserving attainable housing options for working families.”
  • Multifamily: “with a primary focus on new multifamily and industrial developments”
  • Industrial: “with a primary focus on new multifamily and industrial developments”
  • Office: “Property Type: Medical Office OZ | Strategy: RevOZ Capital | Business Plan: Pre-leased Build-to-suit Development”
  • Mixed use: “Property Type: Mixed-use | Strategy: RevOZ | Business Plan: Development”
  • U.S. Opportunity Zones / emerging U.S. markets: “Since 2018, RevOZ has invested in commercial real estate within Qualified Opportunity Zones across emerging U.S. markets, with a primary focus on new multifamily and industrial developments.”
  • Midwest: “It focuses on acquiring, repositioning, and operating workforce housing in the Midwest aimed at preserving attainable housing options for working families.”
  • Huntsville, AL: “Huntsville, AL A•••••• Property Type: Multifamily | Strategy: RevOZ | Business Plan: Development”
  • Sacramento, CA: “Sacramento, CA S••••••• Property Type: Ambulatory Service Center | Strategy: RevOZ | Business Plan: Renovation”
  • Albuquerque, NM: “Albuquerque, NM T•• C•••••• Property Type: Multifamily | Strategy: RevOZ | Business Plan: Development”
  • Philadelphia, PA: “Philadelphia, PA T•• G•• Philadelphia, PA | Property Type: Multifamily | Strategy: RevOZ | Business Plan: Development”
  • San Bernardino, CA: “San Bernardino, CA S•• B••••••••• M•••••• C••••• Property Type: Medical Office OZ | Strategy: RevOZ Capital | Business Plan: Pre-leased Build-to-suit Development”
  • Indianapolis, IN: “Indianapolis, IN I••••••• Property Type: Mixed-use | Strategy: RevOZ | Business Plan: Development”
Vehicles
4 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
R•••• F••• I••• L•
805-2170280089
fund$41M GAV 2024362023* to 2024unknownInvesting
R••••••• I••••• O• F••• 2•••• L•
805-8734522786
fund$39M GAV 2024152023* to 20242022Investing
R•••• F••• I•• L•
805-9083361663
fund$32M GAV 2024322023* to 2024unknownInvesting
R•••• P••••••• F••• I••• L•
805-5404560994
feeder$17M GAV 2024182023* to 2024unknownInvesting
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
  • A••••••, Huntsville, AL (multifamily) “••• Locked”
  • S•••••••, Sacramento, CA (ambulatory service center) “••• Locked”
  • T•• C••••••, Albuquerque, NM (multifamily) “••• Locked”
  • T•• G••, Philadelphia, PA (multifamily) “••• Locked”
  • S•• B••••••••• M•••••• C•••••, San Bernardino, CA (medical office oz) “••• Locked”
  • I•••••••, Indianapolis, IN (mixed-use) “••• 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
  • A•••••••• S••••••• B•••••• Managing Member since 2022-06
  • L••• B•••••• M••••• Managing Member since 2022-06
  • K•••• N•• M••••••• Chief Operating Officer since 2022-07
  • M•••••• F•••••• H•••• Chief Compliance Officer since 2024-02 also on pe
  • R••• J••• L••• Chief Finanacial Officer since 2024-02 also on pe
What is changing?
  • Vehicle first reported Oct 19, 2023 (observed) ••• Locked
  • Vehicle first reported Oct 19, 2023 (observed) ••• Locked
  • Vehicle first reported Oct 19, 2023 (observed) ••• Locked
  • Vehicle first reported Oct 19, 2023 (observed) ••• Locked
  • First ADV filing on the tape Oct 19, 2023 (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.