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B••••• P••••• A•••••••• L••

Not a real estate manager real estate managerSEC-registered adviserunder $1B· Newport Beach, California

Not a real estate manager real estate manager, based in Newport Beach, California, reporting $48.5M of real estate gross assets across 2 vehicles.

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

Real estate GAV
$48.5M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
2
Form ADV, Schedule D 7.B.(1)
Vehicles (2)
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 119290 · SEC 801-60943Show
CRD 119290SEC 801-60943under $1BNot a real estate managerForm ADV
What capital do they manage?
Real estate GAV
$49M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
2 current, 2 ever, 0 dropped0 feeders, 2 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2011the extract starts in 2011; an earlier history is not visible
Latest filing
Dec 26, 2024registered adviser
Adviser RAUM
$31Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 2, Other Private Fund 3
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
AUM in its own words
$63B+ Assets Under Advisement (as of 6/30/2026)the manager's statement, not a DFX figure
Vehicles
2 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
B• R••• E••••• O••••••••• F••• I• L•••
805-5089435845
fund of funds$26M GAV 2024662023 to 20242023DeployingOpportunistic
B• R••• E••••• O••••••••• F•••• L•••
805-3135520409
fund of funds$23M GAV 2024702019 to 20242019DeployingOpportunistic
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•••••• B•••• C••••• President since 2002-02
  • S•••••• E•••••••• E•••• Chief Executive Officer, Chief Compliance Officer since 2002-02
  • C••••• S•••••• Chief Practice Officer since 2016-01
  • M•••••• G•••••• D•• Chief Investment Officer since 2018-11
  • J•••• J••••• H••••••• General Counsel since 2019-05
  • J••• R•••••• G••• Chief Financial Officer since 2021-03
  • K••••• J••• D•••••••• Chief Operating Officer since 2021-04
What is changing?
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Apr 26, 2019 (observed) ••• Locked
  • First ADV filing on the tape Dec 23, 2011 (observed) ••• Locked
Across DFX

Not yet on record: properties held, institutional LPs.