DFX Intelligence
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B••••••••• L••
Debt real estate managerSEC-registered adviserunder $1B· Miami, Florida
Debt real estate manager, based in Miami, Florida, reporting $749M of real estate gross assets across 4 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
- $749M
- Current vehicles
- 4
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 307343 · SEC 801-119401ShowHide
What capital do they manage?
- Real estate GAV
- $749M 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, 9 ever, 0 dropped5 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShowHide
- First on the tape
- 2020the extract starts in 2011; an earlier history is not visible
- Latest filing
- Sep 19, 2024registered adviser
- Adviser RAUM
- $749Mthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 4
- Latest vintage
- 2023from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
confirmed
- Strategy
- Debt
- Operator model
- Debt managerbasis: stated
- Property types
- not stated
- Markets
- United States, Southeast U.S., Northeast U.S., Midwest, Texasbasis: stated
- Business kind (site)
- Real estate manager
- AUM in its own words
- $2.5BN INVESTED; $1BN IN AUMthe manager's statement, not a DFX figure
In the manager's own words6 quotesShowHide
- Debt: “diversified portfolios of short-term, senior-secured loans collateralized by U.S. commercial real estate (CRE) that seek consistent yield enhancement and downside protection across market cycles”
- United States: “BridgeInvest closes Fund IV and a parallel investment vehicle, raising over $670 MM in aggregate LP equity commitments and expanding its lending program nationwide across the U.S.”
- Southeast U.S.: “BridgeInvest launches first discretionary fund with $75 MM in LP equity commitments and expands origination platform to cover the entire Southeast U.S.”
- Northeast U.S.: “BridgeInvest raises over $281 MM for Fund III and expands into the Northeast U.S.”
- Midwest: “BridgeInvest liquidates Fund I and expands the origination platform to include the Northeast and Midwest.”
- Texas: “BridgeInvest invests over $100 MM across platform and expands into Texas market.”
Vehicles
9 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| B••••••••• S•••••••• C••••• F••• I• L• 805-7608888307 | master | $366M GAV 2024 | 289 | 2023 to 2024 | 2023 | Deploying | Debt | |
| B••••••••• S•••••••• C••••• F••• I•• L• 805-4813843969 | master | $274M GAV 2024 | 252 | 2021 to 2024 | 2021 | Harvesting | Debt | |
| B••••••••• C••••• O••••••••• F••• L• 805-6237651087 | fund | $109M GAV 2024 | 102 | 2023 to 2024 | 2023 | Raising | Debt | |
| B••••••••• S•••••••• C••••• F••• I•• L••• 805-7705618066 | master | $554,600 GAV 2024 | 115 | 2020* to 2024 | unknown | Winding down | Debt |
5 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| B••••••••• P••••••• I•• L• 805-9254093145 | feeder | $224M GAV 2022 | 189 | 2021 to 2022 | 2021 | Deploying | ||
| B• P••••••• I• F• L• 805-9907702351 | feeder | $148M GAV 2023 | 95 | 2023 to 2023 | 2023 | Unknown | ||
| B• P••••••••• I•• L••• 805-5321074648 | feeder | $58M GAV 2022 | 68 | 2021 to 2022 | 2021 | Deploying | ||
| B• P••••••••• I• L• 805-2128536577 | feeder | $34M GAV 2023 | 41 | 2023 to 2023 | 2023 | Unknown | ||
| B••••••••• P••••••• I• L• 805-8652975790 | feeder | $9M GAV 2022 | 82 | 2020* to 2022 | unknown | Winding down |
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
- R•••• •••• H••• Member since 2011-08
- J••••• •••• H••• Trustee since 2011-08
- D••••• L•••••• S•••• Chief Compliance Officer since 2020-06
- A••• •••• H••• Manager since 2021-01
- J•• •••• G••••• Member since 2022-01
- I•• •••• R•••• G••••• Manager since 2022-12
What is changing?
- 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 Mar 31, 2023 (observed) ••• Locked
- Vehicle first reported Mar 31, 2021 (observed) ••• Locked
Full timeline · 10 eventsShow fewer
- Vehicle first reported Mar 31, 2021 (observed) ••• Locked
- Vehicle first reported Mar 31, 2021 (observed) ••• Locked
- First ADV filing on the tape Aug 6, 2020 (observed) ••• Locked
- Vehicle first reported Aug 6, 2020 (observed) ••• Locked
- Vehicle first reported Aug 6, 2020 (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.