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Manager

P••••••••• C•••••• M••••••••• L••

CRD 160056SEC 801-73385Austin, TXp•••••••••.com$1B to $5BOpportunistic
Form ADV on IAPD
What capital do they manage?
Real estate GAV
$3.5B GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
21 current, 31 ever, 10 dropped1 feeders, 0 funds of funds
First on the tape
2012the extract starts in 2011; an earlier history is not visible
Latest filing
Jul 12, 2024registered adviser
Adviser RAUM
$3.7Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 21, Private Equity 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?
stated by the manager
Strategy
Opportunistic
Operator model
Fund managerbasis: stated
Property types
Multifamilybasis: vehicle names
Markets
United States (nationwide)basis: stated
Business kind (site)
REAL_ESTATE_MANAGER
AUM in its own words
4.9B total assets under managementthe manager's statement, not a DFX figure
In the manager’s own words
  • Opportunistic: “Discover our opportunistic Value strategy”
  • Value add: “a data-driven strategy focused on improving underperforming properties and neighborhoods in key growth markets.”
  • Multi-strategy: “Evergreen uses differentiated strategies to target attractive, risk-adjusted entry points to deliver long-term outperformance.”
  • United States (nationwide): “We focus on finding real estate and infrastructure enhancement opportunities nationwide — and we never stop looking for better ways to optimize our portfolios.”
Vehicles
31 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
P••••••••• V•• L•
805-5170508486
master$1.4B GAV 20242082023 to 20242023Deploying
P••••••••• V• L•
805-2270074965
fund$858M GAV 2024652020 to 20242020Harvesting
P••••••••• E•••••••• P•••••••• L•
805-3767293573
fund$271M GAV 2024182022 to 20242022Raising
P••••••••• E••• L•
805-5295365585
fund$260M GAV 2024382020 to 20242020Harvesting
P••••••••• I•• L•
805-5533692600
master$225M GAV 2024982017 to 20242017Harvesting
P••••••••• R••• E••••• C••••• I•• L•
805-7662883171
fund$137M GAV 2024312020 to 20242020InvestingDebt
P••••••••• I••• L•
805-1305190244
master$58M GAV 2024882014 to 20242014Winding down
P••••••••• C••••• I• L•
805-9695101330
fund$53M GAV 202452019 to 20242019MatureDebt
P•• A••••••••• L•
805-1399831158
fund$25M GAV 202422020 to 20242020Investing
D•• A••••••••• M••••••••• H•••••••• L•
805-7415143808
fund$21M GAV 2024472019 to 20242019Investing
P•• D••••• 2••• E••••• I• L•
805-2823044392
fund$20M GAV 202422023 to 20242021Investing
P•• A••••• 2••• E••••• I• L•
805-4226227167
fund$20M GAV 202422022 to 20242021Investing
P•• 1••• W• 6••• L•
805-9174690402
fund$16M GAV 2024312022 to 20242022Investing
7••• G•••• N•••••••• L•
805-9361111337
fund$16M GAV 2024262019 to 20242019Investing
P•• 3••• S••••••• S••••• R•••• L•
805-8735762100
fund$11M GAV 2024392022 to 20242022Investing
N• O••••••••• F••• I• L•
805-1997955915
fund$10M GAV 2024382012* to 2024unknownHarvestingOpportunistic
P•• 4••• P•••••• D••••• L•
805-1744332759
fund$7M GAV 2024352020 to 20242020Harvesting
P••••••••• R••• E••••• C••••• I• P••••••• L••
805-5182382699
fund$4M GAV 202412023 to 20242023FormingDebt
1••• C•••• C••••• H•••••••• L•
805-3818851033
fund$2M GAV 202442021 to 20242021Investing
M•••••• S•••••• H•••••••• L•
805-2479487600
fund$1M GAV 202442023 to 20242023Deploying
5••• B••••• R••• H•••••••• L•
805-8536033215
fund$1M GAV 202432022 to 20242022Investing
10 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
P••••••••• C••••• I•••• L•
805-7042636307, dropped 2023
feeder$26M GAV 202222022 to 20222022Dropped from ADVDebt
M• U••••• O•••••• L••
805-6246664531, dropped 2015
fund$3M GAV 201422012* to 2014unknownDropped from ADV
3••• W•••• B••••• P•••••• H•••••••• L•
805-8888118493, dropped 2024
fund$874,325 GAV 202332022 to 20232022Dropped from ADV
2••• 1•••• S••••• H•••••••• L•
805-2833437896, dropped 2024
fund$807,896 GAV 202332022 to 20232022Dropped from ADV
2••• W••• M••••••• D•••• H•••••••• L•
805-2594630531, dropped 2024
fund$764,760 GAV 202332022 to 20232022Dropped from ADV
7•• R•••• R•• H•••••••• L•
805-3365229052, dropped 2024
fund$514,179 GAV 202332022 to 20232022Dropped from ADV
5•• M•••• H•••••••• L•
805-4062194404, dropped 2023
fund$438,562 GAV 202232021 to 20222021Dropped from ADV
P•• M•••••• P••• H••••••• L•
805-1396773417, dropped 2020
fund$29,000 GAV 2019352015 to 20192015Dropped from ADV
P••••••••• I•• L•
805-3909316968, dropped 2020
master$12,625 GAV 2019782012* to 2019unknownDropped from ADV
P•• N•••••• C•••••••• L•
805-8834796521, dropped 2015
fund$0 GAV 201402012* to 2014unknownDropped from ADV
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.
Properties the manager names on its site
  • V••••••, Dallas, TX “••• Locked”
  • A••••••••, Austin, TX “••• Locked”
  • 1•••, Austin, TX “••• Locked”
  • T•• P•••••, Tempe, 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
  • T•••••• P••••• B•••• Limited Partner since 2005-12 also on pe
  • A••••• M••••••• B•••• Limited Partner since 2005-12 also on pe
  • V•••••• P•••••• R•••• Member And Chief Investment Officer since 2009-01 also on pe
  • L•••••• A•••• J•••• Chief Compliance Officer/Chief Financial Officer since 2020-03 also on pe
  • T••••• H•••• B•••• President since 2023-01 also on pe
What is changing?
  • Vehicle dropped from ADV Mar 28, 2024 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 28, 2024 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 28, 2024 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 28, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 31, 2023 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 23, 2021 (observed) ••• Locked
  • Vehicle first reported Mar 23, 2021 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 30, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 30, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2019 (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.