DFX Intelligence
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B••••••• S••••• P•••••••• L•••
Multi-strategy real estate managerSEC-registered adviserunder $1B· Newport Beach, California
Multi-strategy real estate manager, based in Newport Beach, California, reporting $68.5M of real estate gross assets across 1 vehicle.
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
- $68.5M
- Current vehicles
- 1
- Properties held
- Not established
- Institutional LPs
- Not established
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
Why this matters
- Graphs 1
Identifiers, size band and strategyCRD 169052 · SEC 801-78627ShowHide
What capital do they manage?
- Real estate GAV
- $68M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 1 current, 3 ever, 2 dropped0 feeders, 0 funds of funds
- First on the tape
- 2013the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 28, 2024registered adviser
- Adviser RAUM
- $1.7Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 1
- Latest vintage
- 2014from 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
- Multi-strategy
- Operator model
- Hybridbasis: stated
- Property types
- Multifamily, Self storage, Office, Retail, Industrialbasis: stated
- Markets
- Western United States, California, Nevadabasis: stated
- Business kind (site)
- REAL_ESTATE_MANAGER
- AUM in its own words
- $8 billion+the manager's statement, not a DFX figure
In the manager’s own words
- Debt: “Bridge and construction loans with a focus on first lien positions and experienced borrowers.”
- Core plus: “Multifamily, commercial, and self-storage properties with a focus on current income and long-term appreciation.”
- Value add: “Newly built pre-leased self-storage facilities with long-term appreciation potential and income upon stabilization.”
- Opportunistic: “Deeper value-add and opportunistic direct investments in multifamily, commercial, and self-storage.”
- Development: “has provided a $12.0 million non-recourse senior construction loan to finance the entitlement and development of a Class-A industrial outdoor storage (IOS) facility”
- Multifamily: “Multifamily, commercial, and self-storage properties with a focus on current income and long-term appreciation.”
- Self storage: “Newly built pre-leased self-storage facilities with long-term appreciation potential and income upon stabilization.”
- Office: “Property Types Multifamily, retail, office, industrial, and self-storage”
- Retail: “Property Types Multifamily, retail, office, industrial, and self-storage”
- Industrial: “Property Types Multifamily, retail, office, industrial, and self-storage”
- Western United States: “Markets: Primary Western US markets Western United States”
- California: “B••••••• establishes its headquarters in Newport Beach, CA”
- Nevada: “has acquired I••••••••• U••••• • A•••••••••, a stabilized, institutional-quality self-storage facility located at 905 A••••••••• Drive in Reno, Nevada, for $20.2 million”
Vehicles
3 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| B••• • G••• P•••••••• L•• 805-6700938511 | fund | $68M GAV 2024 | 3 | 2014 to 2024 | 2014 | Harvesting |
2 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| T••••••••• F••• V•• L••• 805-1770785105, dropped 2016 | fund | $45M GAV 2015 | 49 | 2014 to 2015 | 2014 | Dropped from ADV | ||
| B••••••• U•••• I•••••••• I•• L•• 805-2420374911, dropped 2016 | fund | $14M GAV 2015 | 3 | 2014 to 2015 | 2014 | Dropped from ADV |
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
- I••••••••• U••••• • A•••••••••, 905 A••••••••• Drive, Reno, Nevada (self-storage) “••• Locked”
- L•••• A•••••••••, Los Angeles, CA (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
- K••••••• J• B•••••••• Trustee Of R••••• S. B•••••••• And K••••••• J. B•••••••• Revocable Family Trust Dated December 16, 1998 since 1998-12
- R••••• S•••••• B•••••••• Member since 2013-12
- T•••••• J• B•••••• Shareholder [Through The T•••••• And Wendy B•••••• Revocable Trust Dated January 28, 2000] since 2013-12
- C•••••••• D• M•••••••• Trustee Of C•••••••• D• M•••••••• Living Trust, Established April 16, 2015 since 2015-04
What is changing?
- Vehicle dropped from ADV Mar 30, 2016 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2016 (observed) ••• Locked
- First ADV filing on the tape Sep 23, 2013 (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.