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Manager

S••••••• F••• A•••••••• I•••

CRD 327262SEC 801-131048New York, NYs•••••••••.com$1B to $5BMulti-strategy
Form ADV on IAPD
What capital do they manage?
Real estate GAV
$3.2B GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
4 current, 4 ever, 0 dropped0 feeders, 0 funds of funds
First on the tape
2024the extract starts in 2011; an earlier history is not visible
Latest filing
Oct 8, 2024registered adviser
Adviser RAUM
$3.2Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 4
What do they say they do?
stated by the manager
Strategy
Multi-strategy
Operator model
Operator with outside capitalbasis: stated
Property types
Multifamily, Otherbasis: stated
Markets
United States, Germany, Australiabasis: stated
Business kind (site)
REAL_ESTATE_MANAGER
AUM in its own words
••• Lockedthe manager's statement, not a DFX figure
In the manager’s own words
  • Core: “S••••••• performs all phases of the investment process including on-site property management, and has developed proprietary property management systems focused on bottom line performance.”
  • Value add: “Since 2006, S••••••• has successfully executed a value-added strategy focused on multifamily properties comprising an aggregate value of $1.2 billion in 107 investments.”
  • Development: “S••••••• Acquires S••• in G••• C••••, Australia, for B•••• to R••• Development”
  • Multifamily: “159,000 apartment units”
  • Other: “S••••••• has been actively acquiring and managing commercial properties for its investors since 1977, and has successfully executed commercial workout assignments.”
  • United States: “our portfolio has included properties in 120 markets in the US, Germany and Australia.”
  • Germany: “our portfolio has included properties in 120 markets in the US, Germany and Australia.”
  • Australia: “our portfolio has included properties in 120 markets in the US, Germany and Australia.”
Vehicles
4 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
S••••••• R••• E••••• F••• L•
805-7348808708
fund$2.1B GAV 2024932024* to 2024unknownUnknown
S••••••• R••• E••••• F••• G••••• L•
805-1943363761
fund$628M GAV 202472024* to 2024unknownUnknown
S••••••• U• C•••••••• M••••••••• F•••• L•
805-5802751779
fund$403M GAV 202452024* to 2024unknownUnknownCore plus
S••••••• N••••••• U•••• R••••••••• P••••••• I• L•
805-2164043476
fund$49M GAV 202472024* to 2024unknownUnknown
What do they actually own?
0 trusted of 1 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
  • A•• U••••• A••••••••• (multifamily) “••• Locked”
  • G••• C•••• B•••• t• R••• S•••, G••• C•••• (multifamily) “••• Locked”
  • E•••••• 2•, Subiaco (multifamily) “••• Locked”
  • N••• a• G•••• V••••• A••••••••• (multifamily) “••• Locked”
  • T••••••• A•••••••••, Folsom, California (multifamily) “••• Locked”
  • W••••• A•••••••••, Lake Oswego, Oregon (multifamily) “••• Locked”
  • T•• E••••••• b• K•••••• (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
  • K•••• F•••• H•••••• Assistant Secretary, Vice President, And Director since 1998-03
  • L••••• J• R••• Treasurer, Vice President, And Director since 2005-01
  • J••• H•••• Z•••••• Chief Compliance Officer And Senior Vice President since 2007-03
  • C•••••• J•••• W•••••• Secretary since 2019-12
  • M•••••• F•••••• S•••••••• President; Trustee Of The S••••••• Holdings Trust since 2022-08
What is changing?
  • Vehicle first reported Aug 5, 2024 (observed) ••• Locked
  • Vehicle first reported Aug 5, 2024 (observed) ••• Locked
  • Vehicle first reported Aug 5, 2024 (observed) ••• Locked
  • Vehicle first reported Aug 5, 2024 (observed) ••• Locked
  • First ADV filing on the tape Aug 5, 2024 (observed) ••• Locked
Across DFX

Bridged 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.