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S••• R••••••••• M••••••••• L••

Debt real estate managerExempt reporting adviserunder $1B· Morristown, New Jersey

Debt real estate manager, based in Morristown, New Jersey, reporting $103M of real estate gross assets across 1 vehicle.

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

Real estate GAV
$103M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
1
Form ADV, Schedule D 7.B.(1)
Vehicles (1)
As of · the latest Form ADV filing; property activity carries its own dates

Nothing material in the last 365 days. No dated change on record yet.

Identifiers, size band and strategyCRD 315039 · SEC 802-121608Show
CRD 315039SEC 802-121608under $1BDebtForm ADV
What capital do they manage?
Real estate GAV
$103M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
1 current, 1 ever, 0 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2021the extract starts in 2011; an earlier history is not visible
Latest filing
Mar 25, 2024exempt reporting adviser
Fund types on the latest filing
Real Estate Fund 1
What do they say they do?
stated by the manager
Strategy
Debt
Operator model
Debt managerbasis: stated
Property types
Otherbasis: stated
Markets
not 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 words3 quotesShow
  • Debt: “Investing in mortgage loans involves purchasing loans which are collateralized by residential property. Mortgage loans provide a diversified risk adjusted income stream.”
  • Opportunistic: “Opportunistic. Experienced. Transparent.”
  • Other: “Investing in structured products involves the acquisition of fixed income securities collateralized by residential real estate.”
Vehicles
1 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
S••• R••••••••• M•••• 2• L•
805-8105629486
fund$103M GAV 202422021* to 2024unknownInvesting
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
  • M••• V•••••• Elected Manager since 2021-04
  • C••••••• S•••••• A•••••• Chief M•••eting And Business Development Officer since 2021-04
  • M•••• V•••••• Treasurer, Secretary, Chief Operating Officer, Chief Financial Officer, Chief Compliance Officer since 2021-04
  • D••••• P•••••••• Elected Manager since 2021-04
What is changing?
  • Vehicle first reported May 27, 2021 (observed) ••• Locked
  • First ADV filing on the tape May 27, 2021 (observed) ••• Locked
Across DFX

Not yet on record: properties held, institutional LPs.