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Manager

U••••• I••••••••• M••••••••• L••

CRD 150893SEC 801-109979San Francisco, CAu•••••••.com$1B to $5BMulti-strategy
Form ADV on IAPD
What capital do they manage?
Real estate GAV
$1.6B GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
3 current, 4 ever, 1 dropped0 feeders, 0 funds of funds
First on the tape
2017the extract starts in 2011; an earlier history is not visible
Latest filing
Mar 26, 2024registered adviser
Adviser RAUM
$1.6Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 3
Latest vintage
2019from 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
Multi-strategy
Operator model
Hybridbasis: stated
Property types
Otherbasis: stated
Markets
United States, +30 statesbasis: stated
Business kind (site)
REAL_ESTATE_MANAGER
In the manager’s own words
  • Debt: “U•••••IM’s credit strategy complements its housing equity investments by providing exposure to residential credit associated with owner-occupied housing.”
  • Multi-strategy: “The firm provides diversified equity and credit strategies that focus on residential housing and home price appreciation.”
  • Other: “Owner-occupied residential housing represents one of the largest stores of value for millions of homeowners in the United States.”
  • United States: “builds and manages institutional investment strategies that provide exposure to US home price appreciation (HPA).”
  • +30 states: “Portfolios are constructed across +30 states and over 250 MSAs to provide broad market exposure, with active portfolio management and disciplined underwriting supporting risk management over long-term holding periods.”
Vehicles
4 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
U••••• M•••••• F••• L•
805-1733683618
fund$894M GAV 2024102019 to 20242019Mature
O••• N•• H•••••• R••• E••••• F••• L•
805-7230000277
fund$723M GAV 202422017* to 2024unknownMature
O••• R••••••••• R••• E••••• F••• L•
805-9539068949
fund$22M GAV 202422017* to 2024unknownHarvesting
1 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
O••• U• R••••••••• R••• E••••• F••• I• L•
805-6971168276, dropped 2022
fund$584,109 GAV 202162017* to 2021unknownDropped 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.
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••••• S••••• S•••••••• Shareholder (Common And Special Voting) since 2009-01
  • M•••••• O••••• Chief Investment Officer since 2022-11
  • B•••• M•••••• C••••• Chief Compliance Officer And Corporate Counsel since 2023-12
What is changing?
  • Vehicle dropped from ADV Mar 31, 2022 (observed) ••• Locked
  • Vehicle first reported Aug 22, 2019 (observed) ••• Locked
  • Vehicle first reported Feb 3, 2017 (observed) ••• Locked
  • Vehicle first reported Feb 3, 2017 (observed) ••• Locked
  • Vehicle first reported Feb 3, 2017 (observed) ••• Locked
  • First ADV filing on the tape Feb 3, 2017 (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.