DFX Intelligence
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What capital do they manage?
- Real estate GAV
- $82M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 5 current, 6 ever, 1 dropped0 feeders, 0 funds of funds
- First on the tape
- 2012the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 29, 2024exempt reporting adviser
- Fund types on the latest filing
- Real Estate Fund 5
- Latest vintage
- 2017from 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
- Value add
- Operator model
- Fund managerbasis: stated
- Property types
- Industrial, Self storage, Otherbasis: stated
- Markets
- Western United States, San Diego, California, Vernon, California, Tempe, Arizona, Sorrento Mesa, Californiabasis: 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 words
- Value add: “H• C•••••• frequently acquires “off-market” assets that can be actively managed and improved in order to generate attractive risk adjusted and highly tax efficient returns.”
- Debt: “H• C•••••• invests in real estate assets primarily through joint venture equity, but also structures preferred equity as well as mezzanine and participating debt investments.”
- Development: “These investments range across the real estate life cycle to include the acquisition, repositioning, development, note purchases, and recapitalization of both commercial and residential real estate.”
- Industrial: “H• C••••••, through a joint venture with an experienced local operating partner, acquired an 89,120 sq. ft. industrial building in central San Diego at a significant discount to the outstanding debt on the property.”
- Self storage: “H• C•••••• and its partner acquired a well-located, but undermanaged self-storage facility in Tempe, Arizona.”
- Other: “Established in 1995, H• C•••••• invests in commercial and residential real estate projects in the Western United States.”
- Western United States: “Established in 1995, H• C•••••• invests in commercial and residential real estate projects in the Western United States.”
- San Diego, California: “E••••••••• D••••••••• F•••••••: San Diego, California”
- Vernon, California: “L•••••••• F•••••••: Vernon, California”
- Tempe, Arizona: “S••• S••••••: Tempe, Arizona”
- Sorrento Mesa, California: “I••••••••• R&D: Sorrento Mesa, California”
Vehicles
6 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| H• C•••••• V•••• L•• 805-4487700738 | fund | $33M GAV 2024 | 87 | 2012* to 2024 | unknown | Harvesting | |||
| H• C•••••• X•• L•• 805-3372657646 | fund | $26M GAV 2024 | 53 | 2017 to 2024 | 2017 | Harvesting | |||
| H• C•••••• X• L•• 805-3664963970 | fund | $15M GAV 2024 | 59 | 2014 to 2024 | 2014 | Harvesting | |||
| H• C•••••• I•• L•• 805-1526183603 | fund | $4M GAV 2024 | 55 | 2012* to 2024 | unknown | Winding down | |||
| H• C•••••• V••• L•• 805-9665254848 | fund | $3M GAV 2024 | 71 | 2012* to 2024 | unknown | Harvesting |
1 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| H• C•••••• V•• L•• 805-9981978608, dropped 2016 | fund | $451,000 GAV 2015 | 33 | 2012* to 2015 | unknown | 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
- E••••••••• D••••••••• F•••••••, San Diego, California (i•••••••••) “••• Locked”
- L•••••••• F•••••••, Vernon, California (i•••••••••/l••••••••) “••• Locked”
- S••• S•••••• F•••••••, Tempe, Arizona (s••• s••••••) “••• Locked”
- I••••••••• R•• P•••••••, Sorrento Mesa, California (i••••••••• r&d) “••• 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
- R••••• R• A•••• Trustee since 1997-04
- K•••• T• A•••• Trustee since 1997-04
- H•••• J••• B••••• F••••••• P••••••• M•••••• • M••••• O• H•• X•• L•• since 2015-09
- A••••• J•••• P••••••• M•••••• • M••••• O• H•• X•• L•• since 2015-09
What is changing?
- Vehicle first reported Mar 28, 2017 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2016 (observed) ••• Locked
- Vehicle first reported Mar 31, 2014 (observed) ••• Locked
- Vehicle first reported Apr 23, 2012 (observed) ••• Locked
- Vehicle first reported Apr 23, 2012 (observed) ••• Locked
- First ADV filing on the tape Apr 23, 2012 (observed) ••• Locked
- Vehicle first reported Apr 23, 2012 (observed) ••• Locked
- Vehicle first reported Apr 23, 2012 (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.