DFX Intelligence
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T••• N•••• A•••••••• L••
Real estate managerSEC-registered adviserunder $1B· Dallas, Texas
Real estate manager, based in Dallas, Texas, reporting $77.7M of real estate gross assets across 7 vehicles.
Composed from this manager's Form ADV filings and classification.
As of · the latest Form ADV filing; property activity carries its own dates
- Real estate GAV
- $77.7M
- Current vehicles
- 7
- Properties held
- Not established
- Institutional LPs
- Not established
Form ADV, Schedule D, real estate vehicles summed
Form ADV, Schedule D 7.B.(1)
As of · the latest Form ADV filing; property activity carries its own dates
Why this matters
- Graphs 2
Identifiers, size band and strategyCRD 116048 · SEC 801-66250ShowHide
What capital do they manage?
- Real estate GAV
- $78M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 7 current, 7 ever, 0 dropped0 feeders, 7 funds of funds
- First on the tape
- 2012the extract starts in 2011; an earlier history is not visible
- Latest filing
- Sep 26, 2024registered adviser
- Adviser RAUM
- $3.3Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Hedge Fund 6, Real Estate Fund 7, Other Private Fund 11, Venture Capital Fund 3
- Latest vintage
- 2022from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
from vehicle names
- Strategy
- Unclassified
- Operator model
- Fund managerbasis: stated
- Property types
- not stated
- Markets
- 63 countries and 6 continentsbasis: stated
- Business kind (site)
- WEALTH_MANAGER
- AUM in its own words
- $5.86B+the manager's statement, not a DFX figure
In the manager’s own words
- 63 countries and 6 continents: “Our investments span 63 countries and 6 continents, including Africa, Asia, Europe, N•••• America, South America, and Oceania (Australia/New Zealand).”
Vehicles
7 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| W•••••• A••••••••• S••••••••• L••• • R••• E••••• V•• 805-5925297209 | fund of funds | $29M GAV 2024 | 73 | 2022 to 2024 | 2022 | Deploying | ||
| W•••••• A••••••••• S••••••••• L••• • R••• E••••• V• 805-6642222241 | fund of funds | $20M GAV 2024 | 41 | 2021 to 2024 | 2021 | Harvesting | ||
| W•••••• A••••••••• S••••••••• L••• • R••• E••••• V• 805-6267361672 | fund of funds | $13M GAV 2024 | 22 | 2020 to 2024 | 2020 | Harvesting | ||
| W•••••• A••••••••• S••••••••• L••• • R••• E••••• I• 805-3501886251 | fund of funds | $9M GAV 2024 | 17 | 2019 to 2024 | 2019 | Harvesting | ||
| W•••••• A••••••••• S••••••••• L••• • R••• E••••• I•• 805-5617156280 | fund of funds | $3M GAV 2024 | 16 | 2019 to 2024 | 2019 | Harvesting | ||
| W•••••• A••••••••• S••••••••• L••• • R••• E••••• 805-8070633645 | fund of funds | $2M GAV 2024 | 7 | 2019 to 2024 | 2019 | Harvesting | ||
| W•••••• A••••••••• S••••••••• L••• • R••• E••••• I• 805-4535429848 | fund of funds | $1M GAV 2024 | 14 | 2019 to 2024 | 2019 | Winding down |
What do they actually own?
0 trusted of 1 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
- cmbs_trust single1 loans, $5.3M, Jun 4, 2026 to Jun 4, 2026
Who backs them?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
- P•••• P••• D•••• Md Of Dallas since 2013-01 also on vc
- W•••••• M•••••• S•••• Chief Compliance Officer And Md Of Finance since 2018-01 also on vc
- M••• H••••• G••••••• Elected Manager since 2024-01 also on vc
- S•••• A•••• W••• Trustee since 2024-01 also on vc
- D•••• M•••••••• Elected Manager since 2024-01 also on vc
- C••••••••• E•••••• P••• Elected Manager since 2024-01 also on pe, vc
- J••• W•••••• C••••••• Elected Manager since 2024-01 also on vc
What is changing?
- Vehicle first reported Mar 29, 2022 (observed) ••• Locked
- Vehicle first reported Mar 30, 2021 (observed) ••• Locked
- Vehicle first reported Mar 30, 2020 (observed) ••• Locked
- Vehicle first reported May 3, 2019 (observed) ••• Locked
- Vehicle first reported May 3, 2019 (observed) ••• Locked
- Vehicle first reported May 3, 2019 (observed) ••• Locked
- Vehicle first reported May 3, 2019 (observed) ••• Locked
- First ADV filing on the tape Mar 29, 2012 (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.