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Manager

S••• F•••••••• G•••• I•••

CRD 116574SEC 801-61553West Conshohocken, PAs•••••••••.comunder $1BOpportunistic
Form ADV on IAPD
What capital do they manage?
Real estate GAV
$95M 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, 5 ever, 0 dropped0 feeders, 1 funds of funds
First on the tape
2011the extract starts in 2011; an earlier history is not visible
Latest filing
Nov 16, 2024registered adviser
Adviser RAUM
$3.2Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 5
Latest vintage
2020from 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: stated
Property types
not stated
Markets
not stated
Business kind (site)
WEALTH_MANAGER
AUM in its own words
$4.2 billion AUM, 700+ high-net-worth clientsthe manager's statement, not a DFX figure
Vehicles
5 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
S••• R••• E••••• F••• V••• L•••
805-7599761900
fund$32M GAV 20241722020 to 20242020Investing
S••• R••• E••••• F••• V•• L•••
805-5409746855
fund of funds$23M GAV 20241502018 to 20242018Harvesting
S••• R••• E••••• F••• I•• L•••
805-5246663591
fund$18M GAV 2024872014 to 20242014Investing
S••• Q•••••••• O••••••••• F••• I• L•••
805-1432758668
fund$11M GAV 2024972020 to 20242020InvestingOpportunistic
S••• R••• E••••• F••• V• L•••
805-3723249497
fund$11M GAV 20241802016 to 20242016Harvesting
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
  • A••• J•••••• C••• Co-President, Cfo, Cio, Director since 1991-10 also on pe
  • S•••••• L•••••• C••• Co-President, Coo, Director since 1991-10 also on pe
  • J••• J•••• S••• Chief Compliance Officer, Partner since 2007-01 also on pe
  • M••••••• E••• B•••••• Vice President, Partner since 2007-01 also on pe
What is changing?
  • Vehicle first reported Mar 16, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 16, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 12, 2018 (observed) ••• Locked
  • Vehicle first reported Mar 17, 2016 (observed) ••• Locked
  • Vehicle first reported Mar 24, 2014 (observed) ••• Locked
  • First ADV filing on the tape Nov 28, 2011 (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.