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C•••••••• I••••••••• M••••••••• L••

Debt real estate managerNot current: last filed 2024SEC-registered adviser· Charlotte, North Carolina

Debt real estate manager, based in Charlotte, North Carolina.

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

Current vehicles
None
Form ADV, Schedule D 7.B.(1)
Properties held
2
Deeds, filings and the manager's own site, bound to its vehicles
Vehicles (2)Holdings
As of · the latest Form ADV filing; property activity carries its own dates

Nothing material in the last 365 days. Last change: 14 Aug 2019, ••• Locked.

Identifiers, size band and strategyCRD 305060 · SEC 801-121168Show
CRD 305060SEC 801-121168unsizedDebtForm ADV
What capital do they manage?
Real estate GAV
no GAVsum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
0 current, 2 ever, 1 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2019the extract starts in 2011; an earlier history is not visible
Latest filing
Jun 13, 2024registered adviser
Adviser RAUM
$187Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
none
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
Debt
Operator model
Debt managerbasis: stated
Property types
Multifamily, Single-family rental, Mixed use, Landbasis: stated
Markets
United States, Florida, Northeast, New York Citybasis: stated
Business kind (site)
Real estate manager
AUM in its own words
$16.2 billion of assets under advisorythe manager's statement, not a DFX figure
In the manager's own words10 quotesShow
  • Debt: “Senior secured lending to originators and owners of residential mortgages”
  • Debt: “Business purpose loan originations via direct and third-party origination channels with a core focus on short-term bridge residential transitional loans (RTL) and long-term investor purpose rental loans (DSCR)”
  • Multifamily: “delivering an all-inclusive solution for originators and aggregators of investor purpose single family, condominium, multifamily, townhome and build-to-rent property loans”
  • Single-family rental: “investor purpose single family, condominium, multifamily, townhome and build-to-rent property loans”
  • Mixed use: “Credit-focused investment adviser that specializes in bridge and construction financing for multifamily, condominium, mixed-use, primarily in NYC.”
  • Land: “Real estate debt platform that seeks senior debt investments in residential land acquisition and development projects in markets with strong demand for housing throughout the United States.”
  • United States: “harness the opportunity in the short-term residential lending space across the United States”
  • Florida: “Private real estate lender, specializing in RTL and DSCR offerings, predominantly in Florida but with presence and access to nationwide lending”
  • Northeast: “Private lender of bridge and construction real estate financing with a focus in the Northeast markets.”
  • New York City: “specializes in bridge and construction financing for multifamily, condominium, mixed-use, primarily in NYC”
Vehicles
2 on Form ADV
No vehicles match.
2 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
C•••••••• I••••• O••••••••• F•••• L•
805-4144236416, re-typed Hedge Fund
fund$2M GAV 202312019* to 2023unknownWinding downOpportunistic
C•••••••• S•••••• S••••••••• F•••• L•
805-1994452115, dropped 2023
master$0 GAV 202212021 to 20222021Dropped from ADVDistressed
What do they actually own?
1 trusted of 7 candidate bindings
Owner entityVehicleProperties heldLoansEvidence
C•••••••• 8•• M••••••
NY, multifamily
manager only2Name only
owner name opens with the manager's brand, no second signal
What are they buying, selling and financing?
0 acquisitions, 0 sales, 0 financings in 12 months
  • AcquisitionAug 14, 2019$56.8M
    through C•••••••• 8•• M•••••• from P•••••••• A•••••
    Public records no URL
Who finances them?
0 loans, 0 lender groups
  • C•••••••• Mra Funding I single1 loans, $19.0M, Sep 17, 2025 to Sep 17, 2025
  • 888 Carroll single1 loans, $2.3M, Aug 14, 2025 to Aug 14, 2025
Who backs them?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
  • S•••••• T••••• M•••••• Managing Partner since 2019-05
  • D•••••• M•••••• L••• Managing Partner since 2019-05
  • J••••• W•••• E•••••• Managing Partner since 2019-05
  • S••••• N•• M••••••••• Managing Partner since 2019-05
  • B•••• J•••• S•••• Owner since 2023-02
  • J••••• B••••••• Z•••• Owner since 2023-02
  • A•••••• M•••••• C••••••• Chief Financial Officer since 2024-01
  • J••••• A••••• G••••• Chief Compliance Officer since 2024-06 also on pe
What is changing?
  • Vehicle dropped from ADV Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2021 (observed) ••• Locked
  • Vehicle first reported Nov 1, 2019 (observed) ••• Locked
  • First ADV filing on the tape Nov 1, 2019 (observed) ••• Locked
Across DFX

Not yet on record: last reported GAV, institutional LPs.