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B••••••••• P•••••••

Not a real estate manager real estate managerSEC-registered adviserunder $1B· Waltham, Massachusetts

Not a real estate manager real estate manager, based in Waltham, Massachusetts, reporting $30.0M of real estate gross assets across 1 vehicle.

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

Real estate GAV
$30.0M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
1
Form ADV, Schedule D 7.B.(1)
Properties held
Not established
Institutional LPs
Not established
Vehicles (1)
As of · the latest Form ADV filing; property activity carries its own dates
Why this matters
Identifiers, size band and strategyCRD 152802 · SEC 801-71062Show
CRD 152802SEC 801-71062under $1BNot a real estate managerForm ADV on IAPD
What capital do they manage?
Real estate GAV
$30M 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, 1 funds of funds
First on the tape
2012the extract starts in 2011; an earlier history is not visible
Latest filing
Dec 18, 2024registered adviser
Adviser RAUM
$11Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 1, Private Equity Fund 7
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
Not a real estate manager
Operator model
unknown
Property types
not stated
Markets
not stated
Business kind (site)
WEALTH_MANAGER
Vehicles
1 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
B••••••••• P•••••• R••• A••••• F•••• L•
805-3961922106
fund of funds$30M GAV 2024402023 to 20242023Deploying
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
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
  • C••••••• E••••••••• Chief Creative Officer since 2011-10 also on pe
  • A••••• J••• M••••••• President, Ceo, Elected Manager since 2016-01 also on pe
  • K••• J•••• S••••••• Member And Elected Manager since 2020-01 also on pe
  • R•• C••••• B••••••••• Elected Manager since 2020-01 also on pe
  • A••• W•••••• O••••• Chief Wealth Advisory Officer since 2021-01 also on pe
  • J••••• S•••••• D•••••••• Chief Development Officer since 2021-01 also on pe
  • J••• B•••• T••••• Chief Operating Officer since 2021-01 also on pe
  • J•••••• W•••••••• P••••• Cfo since 2021-05 also on pe
  • J••••••• M•••••• E•••• Elected Manager since 2022-05 also on pe
  • J••••••• C•••••••• M••••• Elected Manager since 2022-05 also on pe, vc
  • L••••• A•••• G•••••• Elected Manager since 2022-09 also on pe
  • M••• N•••••• W••••••••• Elected Manager since 2022-09 also on pe
  • C••••••••• C• C••••••• Chief Investment Officer since 2023-03 also on pe
  • P•••• C••••••••• Chief Investment Officer since 2023-03 also on pe
  • S•••••• H•••• H•••••• Elected Manager since 2023-09 also on pe
  • B•••• C• B••••••••• Elected Manager since 2023-09
  • S••• C••••• Chief Compliance Officer since 2024-04 also on pe
What is changing?
  • Vehicle first reported Oct 25, 2023 (observed) ••• Locked
  • First ADV filing on the tape Apr 2, 2012 (observed) ••• Locked
Across DFX