DFX Intelligence
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Manager
C••••• S•••••• A••••••••• I••••••••• L••
What capital do they manage?
- Real estate GAV
- $97M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 11 current, 17 ever, 3 dropped0 feeders, 1 funds of funds
- First on the tape
- 2014the extract starts in 2011; an earlier history is not visible
- Latest filing
- May 29, 2024exempt reporting adviser
- Fund types on the latest filing
- Real Estate Fund 11
- 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
- Net lease
- Operator model
- Fund managerbasis: stated
- Property types
- Multifamily, Multifamilybasis: stated
- Markets
- not stated
- Business kind (site)
- REAL_ESTATE_MANAGER
- AUM in its own words
- ••• Lockedthe manager's statement, not a DFX figure
Vehicles
17 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| C•• H•••••••• N•• L•••• F••• I• L•• 805-8056239798 | fund of funds | $15M GAV 2024 | 56 | 2014* to 2024 | unknown | Harvesting | Net lease | ||
| C• B•••• 1• N••• I••••••• L•• 805-8652585212 | fund | $11M GAV 2024 | 78 | 2021 to 2024 | 2021 | Harvesting | |||
| C• V••••• E•••••• I•••••••• L•• 805-4735135977 | fund | $11M GAV 2024 | 34 | 2021 to 2024 | 2021 | Deploying | |||
| C• U••• I••••••• L•• 805-3558388141 | fund | $11M GAV 2024 | 41 | 2023 to 2024 | 2023 | Investing | |||
| C• B•••••• I•••••••• L•• 805-8102978400 | fund | $11M GAV 2024 | 76 | 2020 to 2024 | 2020 | Investing | |||
| C• D•••• 2••• L•• 805-3796879668 | fund | $9M GAV 2024 | 5 | 2023 to 2024 | 2022 | Investing | |||
| C• N••• I•••••••• L•• 805-7258965973 | fund | $8M GAV 2024 | 56 | 2019 to 2024 | 2019 | Harvesting | |||
| C• H••• S•••• I••••••• L•• 805-8749144894 | fund | $8M GAV 2024 | 48 | 2022 to 2024 | 2022 | Investing | |||
| C• H••••••• I• I••••••• L•• 805-3831640623 | fund | $7M GAV 2024 | 55 | 2022 to 2024 | 2022 | Investing | |||
| C• S••••••• I••••••• L•• 805-9557645291 | fund | $5M GAV 2024 | 46 | 2022 to 2024 | 2022 | Harvesting | |||
| C• H••••••• I• Q•• L•• 805-6885849092 | fund | $2M GAV 2024 | 6 | 2024 to 2024 | 2024 | Unknown |
6 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| C• C•••••• P••••• I•••••••• L•• 805-6165718732, dropped 2023 | fund | $7M GAV 2023 | 24 | 2023 to 2023 | 2023 | Dropped from ADV | |||
| C• H••• I•••••••• L•• 805-1719534015 | fund | $6M GAV 2021 | 35 | 2019 to 2021 | 2019 | Investing | |||
| C• M•••••• C••••••••• 2••• I••••••• L•• 805-5512835375, dropped 2023 | fund | $5M GAV 2023 | 27 | 2023 to 2023 | 2023 | Dropped from ADV | |||
| C• N•••••• I•••••••• L•• 805-6115867185 | fund | $4M GAV 2021 | 28 | 2019 to 2021 | 2019 | Investing | |||
| C• M••••••• L•• 805-9741395129, dropped 2021 | fund | $950,000 GAV 2020 | 9 | 2019 to 2020 | 2019 | Dropped from ADV | |||
| C• B•••••• I•••••••• L•• 805-8240883769 | fund | $100,000 GAV 2019 | 25 | 2019 to 2019 | 2019 | Unknown |
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
- C• H••• S•••• M•••••••••, H••• S•••• (multifamily) “••• Locked”
- C• H••••••• I• M•••••••••, H••••••• (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
- J•••••• C••••• S••• Managing Member, Chief Financial Officer, Chief Executive Officer, Chief Information Officer since 2014-09
- C••••• L•••• C•••• Chief Operating Officer since 2014-09
What is changing?
- Vehicle first reported May 29, 2024 (observed) ••• Locked
- Vehicle first reported Jul 21, 2023 (observed) ••• Locked
- Vehicle dropped from ADV Jul 21, 2023 (observed) ••• Locked
- Vehicle dropped from ADV Jul 21, 2023 (observed) ••• Locked
- Vehicle first reported Mar 31, 2023 (observed) ••• Locked
- Vehicle first reported Mar 31, 2023 (observed) ••• Locked
- Vehicle first reported Mar 31, 2023 (observed) ••• Locked
- Vehicle first reported May 12, 2022 (observed) ••• Locked
- Vehicle first reported May 12, 2022 (observed) ••• Locked
- Vehicle first reported May 12, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 26, 2021 (observed) ••• Locked
- Vehicle first reported Mar 26, 2021 (observed) ••• Locked
- Vehicle first reported Mar 26, 2021 (observed) ••• Locked
- Vehicle first reported Mar 30, 2020 (observed) ••• Locked
- Vehicle first reported Aug 7, 2019 (observed) ••• Locked
- Vehicle first reported Aug 7, 2019 (observed) ••• Locked
- Vehicle first reported Mar 27, 2019 (observed) ••• Locked
- Vehicle first reported Mar 27, 2019 (observed) ••• Locked
- Vehicle first reported Mar 27, 2019 (observed) ••• Locked
- First ADV filing on the tape Oct 15, 2014 (observed) ••• Locked
- Vehicle first reported Oct 15, 2014 (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.