DFX Intelligence
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C••••••• I••••••••• A••••••• L••
Opportunistic real estate managerExempt reporting adviserunder $1B· New Orleans, Louisiana
Opportunistic real estate manager, based in New Orleans, Louisiana, reporting $27.9M of real estate gross assets across 3 vehicles.
Composed from this manager's Form ADV filings and classification.
As of · the latest Form ADV filing; property activity carries its own dates
- Real estate GAV
- $27.9M
- Current vehicles
- 3
Form ADV, Schedule D, real estate vehicles summed
Form ADV, Schedule D 7.B.(1)
As of · the latest Form ADV filing; property activity carries its own dates
Nothing material in the last 365 days. No dated change on record yet.
Identifiers, size band and strategyCRD 269888 · SEC 802-107889ShowHide
What capital do they manage?
- Real estate GAV
- $28M 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, 3 ever, 0 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShowHide
- First on the tape
- 2016the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 5, 2024exempt reporting adviser
- Fund types on the latest filing
- Real Estate Fund 3, Other Private Fund 1
- Latest vintage
- 2022from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
from vehicle names
- Strategy
- Opportunistic
- Operator model
- Fund managerbasis: default for fund filer
- Property types
- not stated
- Markets
- not stated
Vehicles
3 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| C•••• T•••••• A••••••••• L•• 805-2639477704 | fund | $12M GAV 2024 | 1 | 2022 to 2024 | 2022 | Investing | ||
| C••••••• O••••••••• Z••• I••••••••• F•••• L••••••••• I• 805-9722320434 | fund | $10M GAV 2024 | 1 | 2019 to 2024 | 2019 | Mature | Opportunistic | |
| C••••••• O••••••••• Z••• I••••••••• F•••• L••••••••• I• 805-8461591197 | fund | $6M GAV 2024 | 1 | 2019 to 2024 | 2019 | Mature | 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.
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
- E••• L• F••••• Managing Director since 2015-08
- C•••••• L••• G••••• Member since 2015-08
- R••• B•••••• K••••• Managing Director since 2015-08
- R•••••• J••••• R••••••• Managing Director/Chief Compliance Officer since 2015-08
- T••• J••••• V••••••••• Managing Director since 2015-08
What is changing?
- Vehicle first reported Mar 16, 2022 (observed) ••• Locked
- Vehicle first reported Mar 29, 2019 (observed) ••• Locked
- Vehicle first reported Mar 29, 2019 (observed) ••• Locked
- First ADV filing on the tape May 19, 2016 (observed) ••• Locked
Across DFXHow records are bridgedBridged 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.
Not yet on record: properties held, institutional LPs.