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Manager

L••• F••• M••••••••• L••

CRD 304733SEC 801-119978New York, NYl•••.orgunder $1BDebt
Form ADV on IAPD
What capital do they manage?
Real estate GAV
$555M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
8 current, 8 ever, 0 dropped0 feeders, 0 funds of funds
First on the tape
2020the extract starts in 2011; an earlier history is not visible
Latest filing
Jun 14, 2024registered adviser
Adviser RAUM
$840Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 8, Private Equity Fund 3
Latest vintage
2022from 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
Debt
Operator model
Hybridbasis: stated
Property types
Multifamilybasis: vehicle names
Markets
United States, Greater Cincinnati, OH, Indianapolis, IN, Jacksonville, FL, Greater Kansas City, MO, Massachusetts, Philadelphia, PA, Rhode Islandbasis: stated
Business kind (site)
OTHER
AUM in its own words
$38 billion in total investment since 1979the manager's statement, not a DFX figure
Parent
Local Initiatives Support Corporation (LISC)
In the manager’s own words
  • Debt: “We, in turn, use that funding to provide financing ( loans , grants and equity ) and technical and management assistance to local partners and developers.”
  • United States: “we help forge resilient and inclusive communities of opportunity across America”
  • Greater Cincinnati, OH: “Greater Cincinnati”
  • Indianapolis, IN: “Indianapolis”
  • Jacksonville, FL: “Jacksonville”
  • Greater Kansas City, MO: “Greater Kansas City”
  • Massachusetts: “Massachusetts”
  • Philadelphia, PA: “Philadelphia”
  • Rhode Island: “Rhode Island”
  • Rural LISC (nationwide rural program): “a wide-ranging rural program that invests in and supports partners across hundreds of communities across the country”
  • Washington, DC: “Washington, DC”
Vehicles
8 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
C•••••••• H•••••• F••• L••
805-7441860176
fund$152M GAV 202422021 to 20242021Investing
E••••••••• o• C•••• L••• F••• L••
805-6350505034
fund$100M GAV 202472022 to 20242022InvestingDebt
B•••• F••••• F••• L••
805-7853750121
fund$72M GAV 202482020* to 2024unknownInvesting
N• F•••••• L••• F••• T••••
805-7015555543
fund$61M GAV 2024152020* to 2024unknownHarvestingDebt
D•••••• A•••••••• F••• L••
805-7005990094
fund$58M GAV 2024132020* to 2024unknownInvesting
S••••••• O••••••••• a•• R••••••••• F••• L••
805-9368342506
fund$58M GAV 2024282022 to 20242022InvestingOpportunistic
C•••••••• H•••••• O••••••••• I••••••••• F••• L••
805-6489374414
fund$43M GAV 2024122020* to 2024unknownInvestingOpportunistic
B•• P••••••••• S••• C•• L••
805-1759534519
fund$10M GAV 202422020* to 2024unknownInvesting
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•••••• E••••• P••••• Associate General Counsel (L•••) And Secretary since 2019-12 also on pe
  • J•• R••••• L•••••• C••••• General Counsel (L•••) And Vice Chair Of The Board Of Managers since 2019-12 also on pe
  • C••••••• D•••• B•••••• Vice President (L•••) And Treasurer since 2020-08 also on pe
  • T••••••• T••• S••• Associate General Counsel (L•••), Chief Compliance Officer, Assistant Secretary since 2020-08 also on pe
  • C•••••••• E••••• M•• Executive Vice President (L•••) And Manager since 2020-12 also on pe
  • C•••••••• L••• K••• T•••••• Executive Vice President And Chief Financial Officer (L•••) And Manager since 2021-11 also on pe
  • M•••••• T••••• P••• Chief Executive Officer And President (L•••) And Chair Of The Board Of Managers since 2023-10 also on pe
  • T•••••• L••• D••• Interim Senior Vice President (L•••) And Interim President since 2024-05 also on pe
What is changing?
  • Vehicle first reported Mar 3, 2022 (observed) E••••••••• o• C•••• L••• F••• L•• first reported on Form ADV by L••• F••• M••••••••• L••
  • Vehicle first reported Mar 3, 2022 (observed) S••••••• O••••••••• a•• R••••••••• F••• L•• first reported on Form ADV by L••• F••• M••••••••• L••, GAV $60,075,000
  • Vehicle first reported Mar 31, 2021 (observed) C•••••••• H•••••• F••• L•• first reported on Form ADV by L••• F••• M••••••••• L••, GAV $150,000,000
  • Vehicle first reported Nov 16, 2020 (observed) N• F•••••• L••• F••• T•••• first reported on Form ADV by L••• F••• M••••••••• L••, GAV $70,000,000 (tape start: the fund may be older)
  • Vehicle first reported Nov 16, 2020 (observed) C•••••••• H•••••• O••••••••• I••••••••• F••• L•• first reported on Form ADV by L••• F••• M••••••••• L••, GAV $43,000,000 (tape start: the fund may be older)
  • Vehicle first reported Nov 16, 2020 (observed) B•••• F••••• F••• L•• first reported on Form ADV by L••• F••• M••••••••• L••, GAV $51,000,000 (tape start: the fund may be older)
  • First ADV filing on the tape Nov 16, 2020 (observed) L••• F••• M••••••••• L•• first filed Form ADV in the extract (IA)
  • Vehicle first reported Nov 16, 2020 (observed) D•••••• A•••••••• F••• L•• first reported on Form ADV by L••• F••• M••••••••• L••, GAV $7,000,000 (tape start: the fund may be older)
  • Vehicle first reported Nov 16, 2020 (observed) B•• P••••••••• S••• C•• L•• first reported on Form ADV by L••• F••• M••••••••• L••, GAV $10,000,000 (tape start: the fund may be older)
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.