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R•• R••••• A••••••• L••

Value add real estate managerSEC-registered adviserunder $1B· Palm Beach Gardens, Florida

Value add real estate manager, based in Palm Beach Gardens, Florida, reporting $839M of real estate gross assets across 7 vehicles.

Composed from this manager's Form ADV filings and classification.

Real estate GAV
$839M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
7
Form ADV, Schedule D 7.B.(1)
Properties held
4
Deeds, filings and the manager's own site, bound to its vehicles
Institutional LPs
1
Pension and endowment disclosures
Vehicles (9)HoldingsLPs
As of · the latest Form ADV filing; property activity carries its own dates

What matters now

  1. $16.9M
    largest deal, 12 months

    1 acquisition recorded in 12 months; the largest, the purchase of 1150 NW B••••• S•••• PKWY, Boca Raton, FL for $16.9M (1 Nov 2025).

    What it buys now is where its capital is going: brokers and sellers in the same market get the next call.

    Factrecorded deedsFor Brokers, sellers, lendersActivity →
Identifiers, size band and strategyCRD 160238 · SEC 801-74464Show
CRD 160238SEC 801-74464under $1BValue addForm ADV
What capital do they manage?
Real estate GAV
$839M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
7 current, 9 ever, 2 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2012the extract starts in 2011; an earlier history is not visible
Latest filing
May 6, 2024registered adviser
Adviser RAUM
$1.2Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 7
Latest vintage
2024from 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
Hybridbasis: stated
Property types
Multifamily, Retail, Mixed usebasis: stated
Markets
Charlotte, Nashville, Atlanta, South & Central Florida, Raleigh/Durham/Chapel Hill, Tampa, Orlando, South Floridabasis: 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 words13 quotesShow
  • Value add: “We acquire, renovate and develop multifamily, retail, and mixed-use real estate in select high-growth markets in the Southeast.”
  • Development: “We acquire, renovate and develop multifamily, retail, and mixed-use real estate in select high-growth markets in the Southeast.”
  • Multifamily: “Our multifamily projects range from suburban infill garden or mid-rise, to urban high-rise.”
  • Retail: “Our retail projects are primarily grocery-anchored shopping centers.”
  • Mixed use: “Our mixed-use projects typically include both components.”
  • Charlotte: “Charlotte | Nashville | Atlanta | South & Central Florida | Raleigh/Durham/Chapel Hill”
  • Nashville: “Charlotte | Nashville | Atlanta | South & Central Florida | Raleigh/Durham/Chapel Hill”
  • Atlanta: “Charlotte | Nashville | Atlanta | South & Central Florida | Raleigh/Durham/Chapel Hill”
  • South & Central Florida: “Charlotte | Nashville | Atlanta | South & Central Florida | Raleigh/Durham/Chapel Hill”
  • Raleigh/Durham/Chapel Hill: “Charlotte | Nashville | Atlanta | South & Central Florida | Raleigh/Durham/Chapel Hill”
  • Tampa: “South Florida | Tampa | Orlando | Charlotte | Raleigh-Durham Triangle | Atlanta | Nashville”
  • Orlando: “South Florida | Tampa | Orlando | Charlotte | Raleigh-Durham Triangle | Atlanta | Nashville”
  • South Florida: “South Florida | Tampa | Orlando | Charlotte | Raleigh-Durham Triangle | Atlanta | Nashville”
Vehicles
9 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
R•• R••••• P••••••• V• L• • R•• V• C•••••••• L•
805-1491084443
co-investment$588M GAV 2024282019 to 20242019Deploying
R•• R••••• P••••••• V• L• • R•• V• C•••••••• L• • R•• V• C•••••••• S• L•
805-8490056343
co-investment$195M GAV 2024442022 to 20242022Deploying
R•• R••••• P••••••• I• • I• •• L•
805-3191226217
fund$55M GAV 2024162016 to 20242016Winding down
R•• R••••• I•••••••• I• L••
805-7942156044
fund$893,822 GAV 2024202024 to 20242024Unknown
R•• R••••• I•••••••• V• L••
805-5927025343
fund$12,676 GAV 2024142024 to 20242024Unknown
All 7 current vehicleslargest GAV first
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
R•• R••••• I•••••••• V• L••
805-9867575228
fund$2,823 GAV 2024212024 to 20242024Unknown1
R•• R••••• I•••••••• I• L••
805-6035433453
fund$2,199 GAV 202462024 to 20242024Unknown
2 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
R•• R••••• P••••••• I•• • I•• •• L•
805-7862695958, dropped 2021
fund$3M GAV 2020292012* to 2020unknownDropped from ADV
R•• R••••• P••••••• I• L•
805-9663225981, dropped 2022
fund$259,555 GAV 2021262012* to 2021unknownDropped from ADV
What do they actually own?
4 trusted of 6 candidate bindings
Owner entityVehicleProperties heldLoansEvidence
P••••••• A• S••••••• L••
FL, multifamily 10+ units
manager only1 assessed $56.1MCorporate filing
sunbiz agent is manager
E•••• M•••• P••• L••
FL, community shopping center
manager only1 assessed $23.1MCorporate filing
sunbiz agent is manager
B••••• S•••• B••• L••
FL, office one story
manager only1 assessed $13.8MCorporate filing
sunbiz agent is manager
T•••• K• R••••• L••
FL, vacant commercial
manager only1 assessed $4.7MCorporate filing
sunbiz agent is manager
Properties the manager names on its site
  • B••••• 4••, St. Petersburg, FL (multifamily) “••• Locked”
What are they buying, selling and financing?
1 acquisition, 0 sales, 0 financings in 12 months
  • AcquisitionNov 1, 2025$16.9M
    1150 NW B••••• S•••• PKWY, Boca Raton FL (office one story) through B••••• S•••• B••• L••
    Public records search.sunbiz.org
Who finances them?
0 loans, 0 lender groups
No recorded loans through trusted holdings.
Who backs them?
1 allocator, 1 row
  • M•• M• • M••••••• S• F••••• F••••••••• I•• in R•• R••••• P••••••• V• name stem, series and numeral$1.9M fair value, as of Dec 31, 2024 apps.irs.gov
People
Form ADV Schedule A, latest filing
  • J•••• W•••••• S•••• President since 2010-10
  • K•••• D•••• G••••• Executive Vice President General Counsel/Cco since 2011-06
  • K•••• L••••••• C••••••• Manager since 2012-12
  • J••••••• S•••• S•••• Chief Operating Officer since 2021-05
  • K•••• S••• B••••• Chief Investment Officer since 2023-09
What is changing?
  • Vehicle first reported Feb 12, 2024 (observed) ••• Locked
  • Vehicle first reported Feb 12, 2024 (observed) ••• Locked
  • Vehicle first reported Feb 12, 2024 (observed) ••• Locked
  • Vehicle first reported Feb 12, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2022 (observed) ••• Locked
Full timeline · 12 events
  • Vehicle dropped from ADV Mar 31, 2022 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 30, 2021 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2019 (observed) ••• Locked
  • Vehicle first reported Apr 11, 2016 (observed) ••• Locked
  • First ADV filing on the tape Feb 28, 2012 (observed) ••• Locked
  • Vehicle first reported Feb 28, 2012 (observed) ••• Locked
  • Vehicle first reported Feb 28, 2012 (observed) ••• Locked
Across DFX