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A•••••• C••••••• L••

Value add real estate managerSEC-registered adviserunder $1B· Bloomfield Hills, Michigan

Value add real estate manager, based in Bloomfield Hills, Michigan, reporting $600M of real estate gross assets across 2 vehicles.

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

Real estate GAV
$600M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
2
Form ADV, Schedule D 7.B.(1)
Properties held
3
Deeds, filings and the manager's own site, bound to its vehicles
Institutional LPs
Not established
Vehicles (5)Holdings
As of · the latest Form ADV filing; property activity carries its own dates
Why this matters
Identifiers, size band and strategyCRD 165341 · SEC 801-78660Show
CRD 165341SEC 801-78660under $1BValue addForm ADV on IAPD
What capital do they manage?
Real estate GAV
$600M 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, 5 ever, 1 dropped0 feeders, 0 funds of funds
First on the tape
2013the extract starts in 2011; an earlier history is not visible
Latest filing
Apr 8, 2024registered adviser
Adviser RAUM
$600Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 2
Latest vintage
2021from 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
Multifamily, Industrial, Other, Net leasebasis: stated
Markets
secondary markets nationwide, Raleigh-Durham, NC, Charlotte, NC, Orlando, FL, Greenville, SCbasis: 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: “the focus of which has been on value-add real estate investments primarily in select secondary geographic markets nationwide”
  • Net lease: “a single-tenant net lease value-add strategy focused on long-term single tenant net leases”
  • Multifamily: “Fund I successfully invested in a diversified pool of real estate assets weighted toward multifamily residential projects poised for re-positioning after the global financial crisis.”
  • Industrial: “Fund II invested in a diversified pool of real estate assets weighted towards Industrial and R&D Flex properties in select markets.”
  • Other: “A•••••• C•••••• maintains its strategic focus on repositioning and creating value in the R&D Flex property category, including laboratory space, specifically targeting tenants in the technology and life sciences sectors.”
  • Net lease: “a single-tenant net lease value-add strategy focused on long-term single tenant net leases”
  • secondary markets nationwide: “value-add real estate investments primarily in select secondary geographic markets nationwide”
  • Raleigh-Durham, NC: “Raleigh-Durham, NC”
  • Charlotte, NC: “Fund IV - Charlotte, NC”
  • Orlando, FL: “Fund V – Orlando, FL”
  • Greenville, SC: “Fund I & II - Greenville, SC”
Vehicles
5 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
A•••••• C•••••• F••• V• L•
805-3724644055
fund$303M GAV 2024822021 to 20242021Investing
A•••••• C•••••• F••• I•• L•
805-6071077081
fund$297M GAV 2024762018 to 20242018Harvesting
3 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
A•••••• C•••••• F••• I•• L•
805-5030369598
fund$4M GAV 2019352013* to 2019unknownWinding down
A•••••• C•••••• F•••• L•••
805-1364942769
fund$3M GAV 2019162013* to 2019unknownWinding down
A•••••• C•••••• F••• I••• L•
805-9572066552, dropped 2024
fund$881,597 GAV 2023572015 to 20232015Dropped from ADV
What do they actually own?
3 trusted of 3 candidate bindings
Owner entityVehicleProperties heldLoansEvidence
A•••••• R•••••• L••
FL, light manufacturing
manager only1 assessed $13.9MCorporate filing
sunbiz_officer_is_manager
A•••••• D•••••••• L•••• I• L••
FL, office one story
manager only1 assessed $11.4MCorporate filing
sunbiz_officer_is_manager
A•••••• 2••• D•••••••• L••
FL, office one story
manager only1 assessed $11.0MCorporate filing
sunbiz_officer_is_manager
Properties the manager names on its site
  • B••••••• • B•••••••••, Durham, NC “••• Locked”
  • M••••••• V••••••, Raleigh-Durham, NC “••• Locked”
  • C••••••• C•••••••••, Phoenix, AZ “••• 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
  • M••• T••••• H•••••• Trustee, M••• T. H•••••• Revocable Trust since 2010-02
  • G••••••• R•••••• L•••••• Trustee, G••••••• R. L•••••• Trust since 2010-02
  • S••••• J••• F•••••• Chief Financial Officer (01/2020), Trustee, S••••• J. F•••••• Revocable Trust since 2010-02
  • M•••••• I•• R••••• Chief Legal Officer since 2012-08
  • M••• F•••••• L••• Chief Compliance Officer since 2018-03
What is changing?
  • Vehicle dropped from ADV Mar 20, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 24, 2021 (observed) ••• Locked
  • Vehicle first reported Mar 21, 2018 (observed) ••• Locked
  • Vehicle first reported Mar 26, 2015 (observed) ••• Locked
  • Vehicle first reported Oct 2, 2013 (observed) ••• Locked
  • Vehicle first reported Oct 2, 2013 (observed) ••• Locked
  • First ADV filing on the tape Oct 2, 2013 (observed) ••• Locked
Across DFX