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P•• M•••••• L••

Debt real estate managerSEC-registered adviserunder $1B· Yardley, Pennsylvania

Debt real estate manager, based in Yardley, Pennsylvania, reporting $779M of real estate gross assets across 36 vehicles.

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

Real estate GAV
$779M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
36
Form ADV, Schedule D 7.B.(1)
Vehicles (36)
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 311756 · SEC 801-121248Show
CRD 311756SEC 801-121248under $1BDebtForm ADV
What capital do they manage?
Real estate GAV
$779M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
36 current, 36 ever, 0 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2021the extract starts in 2011; an earlier history is not visible
Latest filing
Sep 3, 2024registered adviser
Adviser RAUM
$779Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 36
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
Debt
Operator model
Debt managerbasis: stated
Property types
Retail, Self storage, Manufactured housing, Industrial, Office, Mixed usebasis: stated
Markets
U•••ed States & Canadabasis: stated
Business kind (site)
Real estate manager
AUM in its own words
withheld-1the manager's statement, not a DFX figure
In the manager's own words8 quotesShow
  • Debt: “providing preferred equity to capitalize income-producing commercial real estate assets”
  • Retail: “shopping centers”
  • Self storage: “self storage projects”
  • Manufactured housing: “mobile home parks”
  • Industrial: “industrial buildings”
  • Office: “office projects”
  • Mixed use: “mixed-use, etc.”
  • U•••ed States & Canada: “Geography: U•••ed States & Canada”
Vehicles
36 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
P•• T•• 2••• L••
805-1312925653
fund$125M GAV 202422024 to 20242023Unknown
P•• K•• I• L••
805-7356063179
fund$122M GAV 202422021* to 2024unknownInvesting
P•• T•• 2••• L••
805-1557500458
fund$83M GAV 202422023 to 20242022Investing
P•• D•• P••••••••• L••
805-6010956860
fund$61M GAV 202422022 to 20242022Investing
P•• A•••••• P•••••••• ••• L••
805-1277991978
fund$35M GAV 202432024 to 20242024Unknown
All 36 current vehicleslargest GAV first
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
P•• E•••••••• ••• L••
805-7721312321
fund$29M GAV 202432024 to 20242024Unknown
P•• P••••••• M•••••• ••• L••
805-8098796256
fund$29M GAV 202422023 to 20242023Investing
P•••••••• P•••••••• I••••••• X••• ••• L••
805-9134152113
fund$26M GAV 202432022 to 20242022Investing
P•• C••••••• ••• L••
805-5544707040
fund$23M GAV 202422024 to 20242024Unknown
P•• A••••• ••• L••
805-2942413928
fund$23M GAV 202422023 to 20242023Investing
T•• P•••••••• I••••••• M••••• I• L••
805-1044531149
fund$23M GAV 202422022 to 20242022Investing
P•• E•••••••• P•••• ••• L••
805-6661615798
fund$19M GAV 202422022 to 20242022Investing
P•• T•• A••••• ••• L••
805-9048639974
fund$18M GAV 202422023 to 20242023Investing
P•••••••• P•••••••• I••••••• X•••• ••• L••
805-6861249169
fund$15M GAV 202422023 to 20242023Investing
P•• B••••••• ••• L••
805-8674707145
fund$15M GAV 202422023 to 20242023Investing
P•••••••• P•••••••• I••••••• X••• ••• L••
805-9556308046
fund$12M GAV 202422022 to 20242022Investing
P•• G•••••••• ••• L••
805-7279599397
fund$11M GAV 202422022 to 20242022Investing
P•• S•••••• P•••••••• ••• L••
805-3902595746
fund$11M GAV 202422024 to 20242024Unknown
P•••••••• P•••••••• I••••••• X•••• ••• L••
805-4240561290
fund$11M GAV 202422022 to 20242022Investing
P•••••••• P•••••••• I••••••• X•• ••• L••
805-4721820472
fund$10M GAV 202422022 to 20242022Harvesting
P•• L••• S•••••• ••• L••
805-1059322539
fund$10M GAV 202422023 to 20242023Deploying
P•••••••• I••••••• G•••• I• ••• L••
805-3228836329
fund$9M GAV 2024202022 to 20242022Investing
P•• I••••••• B••••••• ••• S•• 1• L••
805-4118057546
fund$7M GAV 202422023 to 20242023Investing
P•••••••• I••••••• G•••• I•• ••• L••
805-9497591968
fund$6M GAV 2024232023 to 20242023Investing
P•• I••••••• G•••••••• ••• L••
805-1100825753
fund$6M GAV 202422023 to 20242023Investing
P•••••••• I••••••• G•••• I• ••• L••
805-4096852825
fund$6M GAV 2024192024 to 20242024Unknown
P•••••••• I••••••• G•••• I• ••• L••
805-1471288373
fund$5M GAV 2024262022 to 20242022Investing
P•• T•• N••••••••• M• ••• L••
805-7992955964
fund$5M GAV 202422022 to 20242022Investing
P•••••••• P•••••••• I••••••• X• ••• L••
805-9903526752
fund$5M GAV 202422022 to 20242022Investing
P•• I••••••• C••• W••• ••• L••
805-1637881283
fund$4M GAV 202422024 to 20242024Unknown
P•• T•• C••• W••• ••• L••
805-9129588710
fund$4M GAV 202422022 to 20242022Harvesting
P•••••••• P•••••••• I••••••• X••• ••• L••
805-6698139403
fund$4M GAV 202422022 to 20242022Harvesting
P•• M••••• I••••• ••• L••
805-8198323289
fund$3M GAV 202422022 to 20242022Harvesting
P•••••••• P•••••••• I••••••• X••• ••• L••
805-2485303417
fund$287,882 GAV 202422022 to 20242022Winding down
T•• P•••••••• I••••••• M••••• I•• L••
805-9181575198
fund$272,754 GAV 202422022 to 20242022Winding down
P•••••••• P•••••••• I••••••• X•••• ••• L••
805-4750724213
fund$9,000 GAV 202432022 to 20242022Winding down
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.
Properties the manager names on its site
  • P••• M••••••, Phoenix, AZ “••• Locked”
  • 1•• U••• A•••••••• C••••••, Bethesda, MD (multifamily) “••• Locked”
  • S•••• P••••••• S••• S•••••• P••••••••, Dothan, AL (self_storage) “••• Locked”
  • 5••• S• D••••• G•••••• A••••••• R••••• C•••••, Parma (Cleveland), OH (retail) “••• Locked”
  • D••••••••• P•••• 4•• U••• A•••••••• C••••••, Jacksonville Beach, FL (multifamily) “••• Locked”
  • 3••• S• G•••••• A••••••• R••••• C•••••, Vestavia Hills (Birmingham), AL (retail) “••• Locked”
  • 8•• S• N••••••••• S••••••• C•••••, Fairview Heights, IL (St. Louis MSA) (retail) “••• Locked”
  • 5•• U••• S••• S•••••• C••••••, Swartz Creek, MI (self_storage) “••• Locked”
  • A•••••••• C••••••, Pennsylvania (multifamily) “••• Locked”
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
  • D•••• B•••• H•••• Co-Founder since 2021-04
  • A••• S••• G••••••• Managing Partner since 2024-07 also on pe
  • N••• E••• G••••••• Managing Partner since 2024-07 also on pe
  • J••••• D•••• S•••••• Chief Accounting Officer since 2024-09
  • J•••• J••• B•••• President And Cfo since 2024-09
  • B••••••• E•••••••• S•••• D••••• Cco since 2024-09 also on pe
  • F•••••••• N••••••• K••• Managing Director since 2024-09
  • E••••• A•••••• J•••••• Ceo since 2024-09
What is changing?
  • Vehicle first reported Mar 28, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2024 (observed) ••• Locked
Full timeline · 30 events
  • Vehicle first reported Mar 28, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 27, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2022 (observed) ••• Locked
Across DFX

Not yet on record: properties held, institutional LPs.