DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Real Estate Fund Intelligence at $199 a month for every name. Every figure, date and source on this page is public either way.
K•••••• P••••••• U•• L••
Real estate managerSEC-registered adviser$1B to $5B· Westlake, Texas
Real estate manager, based in Westlake, Texas, reporting $1.9B of real estate gross assets across 5 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
- $1.9B
- Current vehicles
- 5
- 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 1
Identifiers, size band and strategyCRD 167984 · SEC 801-78481ShowHide
What capital do they manage?
- Real estate GAV
- $1.9B GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 5 current, 6 ever, 1 dropped0 feeders, 0 funds of funds
- First on the tape
- 2013the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 26, 2024registered adviser
- Adviser RAUM
- $1.9Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 5
- Latest vintage
- 2024from 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
- unknown
- Property types
- not stated
- Markets
- not stated
Vehicles
6 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| K•••••• E••••••• P••••••• I•• L••• 805-5155392975 | master | $1.1B GAV 2024 | 64 | 2017 to 2024 | 2017 | Harvesting | ||
| K•••••• U• P••••••• I••• L••• 805-8445638905 | master | $403M GAV 2024 | 28 | 2023 to 2024 | 2023 | Investing | ||
| K•••••• P••••••• I•• L••• 805-3646274975 | master | $210M GAV 2024 | 13 | 2024 to 2024 | 2024 | Unknown | ||
| K•••••• E••••••• P••••••• I• L••• 805-6781093073 | master | $106M GAV 2024 | 33 | 2013* to 2024 | unknown | Winding down | ||
| K• C•••••••• I• L••• 805-4917606449 | co-investment | $35M GAV 2024 | 10 | 2022 to 2024 | 2022 | Investing |
1 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| K•••••• E••••••• P••••••• I••• L••• 805-4188496675, dropped 2023 | master | $243M GAV 2022 | 28 | 2022 to 2022 | 2022 | Dropped from ADV |
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
- L•••• P•••••• P•••••••• A•• C•••• O•••••••• O•••••• • K•••••• P••••••• U•• L•• since 2013-04
- G••••• M•••• Q•••••• V••• P•••••••• • S••••• M••••••• D••••••• • K•••••• P••••••• U•• L•• since 2013-04
- E•••• S•••• Beneficiary since 2013-07 also on pe
- M••• L•••• L••••• Chief Compliance Officer since 2021-06 also on pe
What is changing?
- Vehicle first reported Mar 26, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 28, 2023 (observed) ••• Locked
- Vehicle first reported Mar 28, 2023 (observed) ••• Locked
- Vehicle first reported Mar 30, 2022 (observed) ••• Locked
- Vehicle first reported Mar 30, 2022 (observed) ••• Locked
- Vehicle first reported Mar 31, 2017 (observed) ••• Locked
- First ADV filing on the tape Aug 16, 2013 (observed) ••• Locked
- Vehicle first reported Aug 16, 2013 (observed) ••• Locked
Across DFXHow records are bridgedBridged 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.