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.
W•• M•••••• L••
Value add real estate managerExempt reporting adviserunder $1B· Fremont, California
Value add real estate manager, based in Fremont, California, reporting $26.7M of real estate gross assets across 7 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
- $26.7M
- Current vehicles
- 7
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
Nothing material in the last 365 days. No dated change on record yet.
Identifiers, size band and strategyCRD 321812 · SEC 802-129787ShowHide
What capital do they manage?
- Real estate GAV
- $27M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 7 current, 7 ever, 0 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShowHide
- First on the tape
- 2024the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 7, 2024exempt reporting adviser
- Fund types on the latest filing
- Real Estate Fund 7
What do they say they do?
stated by the manager
- Strategy
- Value add
- Operator model
- Hybridbasis: stated
- Property types
- Healthcare, Officebasis: stated
- Markets
- Florida, Oklahoma City, OK, F••• M•••, SC, North C•••••••, South C•••••••, Texas, Arkansas, Mississippibasis: stated
- Business kind (site)
- Real estate manager
- AUM in its own words
- $2 Billion+ In Assets Acquiredthe manager's statement, not a DFX figure
In the manager's own words16 quotesShowHide
- Value add: “as we target investment properties with value-added opportunities”
- Net lease: “backed by long-term NNN leases to healthcare tenants”
- Healthcare: “H••••••••• R••• E••••• F•••”
- Office: “Medical Office Building”
- Florida: “– FL and OKC”
- Oklahoma City, OK: “– FL and OKC”
- F••• M•••, SC: “– Ft. M•••, SC”
- North C•••••••: “– NC, SC, OKC”
- South C•••••••: “– NC, SC, OKC”
- Texas: “– TX, AR, MS”
- Arkansas: “– TX, AR, MS”
- Mississippi: “– TX, AR, MS”
- Phoenix, AZ: “– Phoenix, AZ”
- Mooresville, NC: “– Moorseville, NC”
- sunbelt states: “he has invested as a Limited Partner in several syndication deals across the sunbelt states”
- Denver, Colorado: “Her investments also include commercial real estate partnerships in Denver, Colorado.”
Vehicles
7 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| W•• S•••••••• P•••••••• X• L•• 805-3919709226 | fund | $6M GAV 2024 | 68 | 2024* to 2024 | unknown | Unknown | ||
| W•• N••• V•• L•• 805-7186476750 | fund | $5M GAV 2024 | 47 | 2024* to 2024 | unknown | Unknown | ||
| W•• M• A••••• X• L•• 805-1905193570 | fund | $5M GAV 2024 | 50 | 2024* to 2024 | unknown | Unknown | ||
| W•• P••• a• T•••••• S• P••••••••• I• L•• 805-3418561728 | fund | $4M GAV 2024 | 70 | 2024* to 2024 | unknown | Unknown | ||
| W•• L••••••• L••••••• V••• L•• 805-7975409619 | fund | $3M GAV 2024 | 46 | 2024* to 2024 | unknown | Unknown |
All 7 current vehiclesShow fewerlargest GAV first
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| W•• A•• F••• I• L•• 805-6955375584 | fund | $3M GAV 2024 | 30 | 2024* to 2024 | unknown | Unknown | ||
| W•• H••••••••• X•• L•• 805-1722647243 | fund | $2M GAV 2024 | 31 | 2024* to 2024 | unknown | Unknown |
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
- O••••, Tempe, AZ (multifamily) “••• Locked”
- H••••••••• R••• E••••• F•••, FL and OKC (healthcare) “••• Locked”
- V•••• a• F••• M•••, Ft. M•••, SC (multifamily) “••• Locked”
- S•••••••• P••••••••, 7 States (multifamily) “••• Locked”
- C••••••• P••••••••, NC, SC, OKC (multifamily) “••• Locked”
- S•••••• 1• P••••••••, TX, AR, MS (multifamily) “••• Locked”
- T••••••••• 2• P••••••••, 7 States (multifamily) “••• Locked”
- T••••, Phoenix, AZ (multifamily) “••• Locked”
- H•••••••• a• L••• N•••••, Moorseville, NC (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
- A••••••••• K••••••••• Member since 2019-09
- A••••• S•••• Member since 2019-09
What is changing?
- Vehicle first reported Feb 27, 2024 (observed) ••• Locked
- Vehicle first reported Feb 27, 2024 (observed) ••• Locked
- Vehicle first reported Feb 27, 2024 (observed) ••• Locked
- Vehicle first reported Feb 27, 2024 (observed) ••• Locked
- Vehicle first reported Feb 27, 2024 (observed) ••• Locked
Full timeline · 8 eventsShow fewer
- Vehicle first reported Feb 27, 2024 (observed) ••• Locked
- Vehicle first reported Feb 27, 2024 (observed) ••• Locked
- First ADV filing on the tape Feb 27, 2024 (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.
Not yet on record: properties held, institutional LPs.