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.

P••••••• C•••••• P•••••••• L•••

Special situations real estate managerSEC-registered adviser$1B to $5B· Stamford, Connecticut

Special situations real estate manager, based in Stamford, Connecticut, reporting $2.2B of real estate gross assets across 8 vehicles.

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

Real estate GAV
$2.2B
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
8
Form ADV, Schedule D 7.B.(1)
As of · the latest Form ADV filing; property activity carries its own dates
Identifiers, size band and strategyCRD 165441 · SEC 801-77406Show
CRD 165441SEC 801-77406$1B to $5BSpecial situationsForm ADV
What capital do they manage?
Real estate GAV
$2.2B GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
8 current, 8 ever, 0 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2012the extract starts in 2011; an earlier history is not visible
Latest filing
Mar 27, 2024registered adviser
Adviser RAUM
$4.3Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Hedge Fund 1, Real Estate Fund 8
Latest vintage
2024from 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
Special situations
Operator model
Fund managerbasis: stated
Property types
Multifamily, Student housing, Industrial, Hotelbasis: stated
Markets
United States, Europe, Asia Pacific, over 11 countriesbasis: stated
Business kind (site)
Real estate manager
AUM in its own words
$4.3 billion Net Equity AuMthe manager's statement, not a DFX figure
Parent
L&G
In the manager's own words10 quotesShow
  • Special situations:P••••••• strategically invests in proven real estate strategies, prioritizing those with potential for growth and scalability, as well as special situations.
  • Opportunistic:P•••••••'s operating platform investment strategy seeks to deliver outsized returns by combining real estate investing with private equity style value creation, exploiting complexity, and capitalizing on dislocation.
  • Multifamily:23,000 units Residential / PBSA
  • Student housing:23,000 units Residential / PBSA
  • Industrial:900,000 sqm Logistics
  • Hotel:39,000 rooms Hospitality
  • United States:a presence spanning seven offices across the US, Europe, and the Asia Pacific region
  • Europe:a presence spanning seven offices across the US, Europe, and the Asia Pacific region
  • Asia Pacific:a presence spanning seven offices across the US, Europe, and the Asia Pacific region
  • over 11 countries:the P••••••• team has managed investments in over 11 countries
Vehicles
8 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
M••••• C••••••••• L•••
805-7024353850
co-investment$964M GAV 2024132020 to 20242020Deploying
M••••• C••••••••• L•••
805-8751108772
co-investment$414M GAV 202412015 to 20242015Mature
S•••• C••••••••• L•••
805-4918266871
co-investment$342M GAV 202412021 to 20242021Investing
F••••• C••••••••• L•••
805-3648259804
co-investment$157M GAV 202412020 to 20242020Harvesting
A•••• C••••••••• L•••
805-6324523504
co-investment$142M GAV 202432022 to 20242022Investing
All 8 current vehicleslargest GAV first
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
E••• J•• L•
805-9969553803
fund$96M GAV 202462024 to 20242024Unknown
C••••• I••••••••• L•
805-2769718419
fund$62M GAV 202412024 to 20242024Unknown
C••••• I••••••••• I• L•
805-7245715990
fund$53M GAV 202412024 to 20242024Unknown
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
  • J••• W•••••• C••••• Chief Financial Officer since 2012-10
  • J••• T•••••• M••••• Shareholder since 2015-04
  • P•••••• N•• W••••••••• Limited Partner since 2015-04
  • T••••• C••• K••• W••• Limited Partner since 2016-01
  • N•••••• R••• M•••••••• General Counsel And Chief Compliance Officer since 2018-01
What is changing?
  • Vehicle first reported Mar 27, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 25, 2021 (observed) ••• Locked
Full timeline · 9 events
  • Vehicle first reported Mar 25, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 25, 2020 (observed) ••• Locked
  • Vehicle first reported Nov 25, 2015 (observed) ••• Locked
  • First ADV filing on the tape Nov 20, 2012 (observed) ••• Locked
Across DFX

Not yet on record: properties held, institutional LPs.