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Manager

S••••••••• M••••••••• C•••••• L••

CRD 308979SEC 802-118708Sarasota, FLs•••••••••.comunder $1BOpportunistic
Form ADV on IAPD
What capital do they manage?
Real estate GAV
$66M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
2 current, 2 ever, 0 dropped1 feeders, 0 funds of funds
First on the tape
2020the extract starts in 2011; an earlier history is not visible
Latest filing
Mar 28, 2024exempt reporting adviser
Fund types on the latest filing
Real Estate Fund 2
Latest vintage
2023from 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
Opportunistic
Operator model
Fund managerbasis: default for fund filer
Property types
not stated
Markets
not stated
Vehicles
2 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
S••••••••• S•••••••• O••••••••• F••• I••• L•
805-9557375956
feeder$33M GAV 2024692023 to 20242023DeployingOpportunistic
S••••••••• S•••••••• O••••••••• F••• L•
805-6083384895
fund$33M GAV 2024902020* to 2024unknownInvestingOpportunistic
What do they actually own?
2 trusted of 2 candidate bindings
Owner entityVehicleProperties heldLoansEvidence
1••• T•• L••
FL, vacant commercial
manager only6 assessed $8.3MCorporate filing
sunbiz_officer_person_is_manager
2••• L••••• L••
FL, vacant commercial
manager only1 assessed $21.3MCorporate filing
sunbiz_officer_person_is_manager
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
  • H•••• D••••• H••••••••• Trustee since 2012-11
  • D••••• C•••••• H••••••••• Manager since 2019-02
  • C•••••• W••••••• Managing Director since 2019-03
  • R••••• J• F••••• Chief Financial Officer since 2020-01
  • C••••••••• C•••••• M••••• Managing Member since 2020-02
What is changing?
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Apr 13, 2020 (observed) ••• Locked
  • First ADV filing on the tape Apr 13, 2020 (observed) ••• Locked
Across DFX
  • bridged to no other DFX graph by identifier

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.