The names on this page are hidden. Create a free account to reveal 5 records a month, or get Real Estate Fund Intelligence at $199 a month for every name. Every figure, date and source on this page is public either way.

C•••••• S••••••••

Real estate managerExempt reporting adviserunder $1B· Blue Bell, Pennsylvania

Real estate manager, based in Blue Bell, Pennsylvania, reporting $140M of real estate gross assets across 16 vehicles.

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

Real estate GAV
$140M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
16
Form ADV, Schedule D 7.B.(1)
Vehicles (49)
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 283533 · SEC 802-118624Show
CRD 283533SEC 802-118624under $1BUnclassifiedForm ADV
What capital do they manage?
Real estate GAV
$140M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
16 current, 49 ever, 25 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2016the extract starts in 2011; an earlier history is not visible
Latest filing
Mar 19, 2024exempt reporting adviser
Fund types on the latest filing
Real Estate Fund 16, Private Equity Fund 2
Latest vintage
2024from 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
Unclassified
Operator model
Fund managerbasis: stated
Property types
Multifamily, Student housing, Senior housing, Healthcare, Office, Retailbasis: stated
Markets
United Statesbasis: 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 words9 quotesShow
  • Multifamily: “Our current portfolio and previous investments consist of a diversified mix of real estate including multi-family, student housing, senior housing, medical office, office, retail and industrial properties throughout the country.”
  • Student housing: “Our current portfolio and previous investments consist of a diversified mix of real estate including multi-family, student housing, senior housing, medical office, office, retail and industrial properties throughout the country.”
  • Senior housing: “Our current portfolio and previous investments consist of a diversified mix of real estate including multi-family, student housing, senior housing, medical office, office, retail and industrial properties throughout the country.”
  • Healthcare: “Our current portfolio and previous investments consist of a diversified mix of real estate including multi-family, student housing, senior housing, medical office, office, retail and industrial properties throughout the country.”
  • Office: “Our current portfolio and previous investments consist of a diversified mix of real estate including multi-family, student housing, senior housing, medical office, office, retail and industrial properties throughout the country.”
  • Retail: “Our current portfolio and previous investments consist of a diversified mix of real estate including multi-family, student housing, senior housing, medical office, office, retail and industrial properties throughout the country.”
  • Industrial: “Our current portfolio and previous investments consist of a diversified mix of real estate including multi-family, student housing, senior housing, medical office, office, retail and industrial properties throughout the country.”
  • Net lease: “C•••••• S•••••••• also acquires properties on its own account within the single tenant lease arena.”
  • United States: “C•••••• S•••••••• provides equity to experienced and high quality operating and development partners across all asset classes and geographies within the United States.”
Vehicles
49 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
F••• C•••••• F••••• A••••••••• L•••
805-7457129789
fund$18M GAV 20241272020 to 20242020Investing
V••••• A••••••••• L•••
805-9987559793
fund$16M GAV 20241222024 to 20242024Unknown
3•• H•••• P•••••••• L••
805-4823571904
fund$16M GAV 20241172018 to 20242018Harvesting
N•• A••••••••• L•••
805-7123971512
fund$13M GAV 20241032024 to 20242024Unknown
C• G••••••••• A••••••••• L•
805-9140759686
fund$12M GAV 2024942021 to 20242021Investing
All 16 current vehicleslargest GAV first
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
A•••• L••• A••••••••• L•••
805-3744607859
fund$9M GAV 2024882023 to 20242023Investing
C• D••••• A••••••••• L•••
805-1572586270
fund$9M GAV 2024752018 to 20242018Mature
C• T•••••• P•••••••• I•• L•
805-2529328639
fund$8M GAV 2024392021 to 20242021Investing
S•• 1••• A••••••••• L•••
805-2967008205
fund$7M GAV 2024532017 to 20242017Investing
C• B•••••• P••••••••• L•
805-2811744145
fund$7M GAV 2024392020 to 20242020Harvesting
T•••••••• a• S••••••••• A••••••••• L•
805-8023104224
fund$6M GAV 2024452021 to 20242021Investing
E•••••• S••••••••• A••••••••• L•••
805-4720120445
fund$6M GAV 2024502020 to 20242020Investing
C• 5•• N•••• B•••• L••
805-8277781266
fund$6M GAV 2024272022 to 20242022Investing
B•••••••• V•••••• A••••••••• L•••
805-2603939653
fund$3M GAV 2024342023 to 20242023Investing
C• C•••••••• A••••••••• L•••
805-9804534540
fund$2M GAV 2024172018 to 20242018Deploying
C• A•••••••• P•••••• A••••••••• L•
805-7022089152
fund$2M GAV 2024392021 to 20242021Harvesting
33 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
C•• B•• B••••••••• I•• L•••
805-6874435310, dropped 2022
fund$15M GAV 2021422017 to 20212017Dropped from ADV
U• A•••••••• P••••••••• L•••
805-1591122348, dropped 2021
fund$15M GAV 2020732017 to 20202017Dropped from ADV
T•••• a• S•••• T•••• P•••••••• L••
805-1258164085
fund$15M GAV 2019582019 to 20192019Unknown
I••••••••• D•• A••••••••• L•••
805-2164555747
fund$14M GAV 2019932017 to 20192017Investing
L••••••••• L•• C•••••• A••••••••• L•••
805-9451804938, dropped 2024
fund$12M GAV 2023932020 to 20232020Dropped from ADV
I••••••••• D•• A••••••••• L•••
805-6756666653, dropped 2018
fund$12M GAV 2017792017 to 20172017Dropped from ADV
I••••••••• A••••••••• A••••••••• L•••
805-2388900388, dropped 2023
fund$12M GAV 2022712018 to 20222018Dropped from ADV
C•• I••••••••• D••••• A••••••••• L•
805-7546971607
fund$11M GAV 2019932016* to 2019unknownInvesting
S••••••••• C••• P•••••••• L•
805-4745597695
fund$10M GAV 2019952019 to 20192019Unknown
C•• P•••••••• A• A••••••••• L•••
805-5644252251, dropped 2017
fund$9M GAV 2016522016* to 2016unknownDropped from ADV
C•••• L•••
805-2182239276, dropped 2017
fund$9M GAV 2016612016* to 2016unknownDropped from ADV
C• F••••••••• L•••
805-6069159517, dropped 2022
fund$9M GAV 2021772018 to 20212018Dropped from ADV
B••••••••• G•••• C•••••• S•••••• T••••• L•
805-2942589594, dropped 2018
fund$8M GAV 2017612017 to 20172017Dropped from ADV
W••••• E••• T••••• L•
805-9778654650, dropped 2022
fund$8M GAV 2021752019 to 20212019Dropped from ADV
R••••••••• R••••••• A••••••••• L•
805-3573677090, dropped 2019
fund$7M GAV 2018692018 to 20182018Dropped from ADV
C• E••••• H•••••••• L•••
805-6823463663
fund$6M GAV 2019542018 to 20192018Investing
M••••••• H•••••• P•••••••• L••
805-5653237762, dropped 2017
fund$6M GAV 2016512016* to 2016unknownDropped from ADV
I••••••••• A••••• A••••••••• L•
805-8538556392, dropped 2018
fund$6M GAV 2017572016* to 2017unknownDropped from ADV
C• M••••••• A••••••••• L•••
805-2140214601, dropped 2022
fund$5M GAV 2021672018 to 20212018Dropped from ADV
C• B••••••••• A••••••••• L•••
805-1616304697
fund$5M GAV 2019402018 to 20192018Investing
C• A•••• H•••••• A••••••••• L•••
805-1507817852, dropped 2019
fund$4M GAV 2018252018 to 20182018Dropped from ADV
C• B•••••• I••••••••• L•
805-8640936954, dropped 2019
fund$3M GAV 201822016* to 2018unknownDropped from ADV
C• A•• A••••••••• L••
805-8845943781
fund$3M GAV 2019222018 to 20192018Investing
U• I••••••••• L•
805-2133735424, dropped 2017
fund$2M GAV 2016562016* to 2016unknownDropped from ADV
C• P•••• P•••• A••••••••• L•
805-9098194576, dropped 2022
fund$1M GAV 2021132016* to 2021unknownDropped from ADV
2••• F•• S••••• A••••••••• L•••
805-7750484093
fund$880,216 GAV 201922018 to 20192018Forming
C• F••••••••• L•••• A••••••••• L•
805-5025694045, dropped 2021
fund$767,000 GAV 202082016* to 2020unknownDropped from ADV
C•••••• P••• A••••••••• L•
805-1850995245, dropped 2017
fund$712,800 GAV 201672016* to 2016unknownDropped from ADV
C• R••••••• I••••••••• L•
805-1569476743, dropped 2018
fund$300,000 GAV 2017632016* to 2017unknownDropped from ADV
C• H••••••••• I••••••••• L•
805-2625744111, dropped 2018
fund$187,000 GAV 2017292016* to 2017unknownDropped from ADV
2••• C••••••••• A••••••••• L•••
805-8063419527, dropped 2018
fund$159,179 GAV 201712016* to 2017unknownDropped from ADV
C• M••••••••• S•••• A••••••••• L•
805-9074821800, dropped 2023
fund$146,427 GAV 2022412016* to 2022unknownDropped from ADV
C• C••••• C•••••• A••••••••• L•••
805-2452498091, dropped 2023
fund$0 GAV 2022352016* to 2022unknownDropped from ADV
What do they actually own?
0 trusted of 1 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
  • E•••••• a• B••••••• P•••, Summerville, SC (multifamily) “••• Locked”
  • A•••• H•••••• a• T••••••••• S••••••, College S••••••, TX (student housing) “••• Locked”
  • L•••••• • L•••• a• N•••••••••, N•••••••••, TX (student housing) “••• Locked”
  • A••••• S••••• I•• P••••••• M••••••, P••••••• M••••••, PA (senior living) “••• Locked”
  • T•• S••••••••• P••••••••, Pittsburgh, PA (office) “••• Locked”
  • 1••• R•••• 2•, 1••• R•••• 2•, Bridgewater, NJ (medical office) “••• Locked”
  • 2••• F•• S•••••, 2••• F•• S•••••, Philadelphia, PA (medical office) “••• Locked”
  • 3• L••••••• R••• •••••••••, 30 L••••••• R•••, Broomall, PA (medical office) “••• Locked”
  • 3••• F••• R•••, 3••• F••• R•••, Philadelphia, PA (multi-tenant medical office) “••• Locked”
  • 4••• K•••• D••••, 4••• K•••• D••••, Philadelphia, PA (multifamily) “••• Locked”
  • 1••• W••••••••• A•••••, 1••• W••••••••• A•••••, Philadelphia, PA (multifamily) “••• Locked”
  • 2••• S••••••, 2••• S••••••, Phoenix, AZ (multifamily) “••• 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
  • F•••• L•• S•••••• President since 1991-01 also on pe, vc
  • J•••••• L• S•••••• Vp Asset Management, Controller & Cco since 2001-01 also on pe, vc
  • F•••••• L• D••••• Vice President since 2002-08 also on pe, vc
  • N••••• N• S••••••••• Member since 2014-01 also on pe, vc
What is changing?
  • Vehicle first reported Mar 19, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 19, 2024 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 19, 2024 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 21, 2023 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 21, 2023 (observed) ••• Locked
Full timeline · 30 events
  • Vehicle dropped from ADV Mar 21, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 21, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 21, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2022 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 31, 2022 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 31, 2022 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 31, 2022 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 31, 2022 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 31, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2021 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2021 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2021 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 29, 2021 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 29, 2021 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2021 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 26, 2019 (observed) ••• Locked
  • Vehicle first reported Mar 26, 2019 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 26, 2019 (observed) ••• Locked
  • Vehicle first reported Mar 26, 2019 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 26, 2019 (observed) ••• Locked
  • Vehicle first reported Mar 26, 2019 (observed) ••• Locked
Across DFX

Not yet on record: properties held, institutional LPs.