DFX Intelligence
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S•• H••••• C•••••• M••••••••• L••
Opportunistic real estate managerSEC-registered adviserunder $1B· Great Neck, New York
Opportunistic real estate manager, based in Great Neck, New York, reporting $13.0M of real estate gross assets across 1 vehicle.
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
- $13.0M
- Current vehicles
- 1
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 161490 · SEC 801-100439ShowHide
What capital do they manage?
- Real estate GAV
- $13M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 1 current, 2 ever, 1 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShowHide
- First on the tape
- 2012the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 29, 2024registered adviser
- Adviser RAUM
- $448Mthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Hedge Fund 1, Real Estate Fund 1
- Latest vintage
- 2020from 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
- Opportunistic
- Operator model
- Fund managerbasis: default for fund filer
- Property types
- not stated
- Markets
- not stated
Vehicles
2 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| A••••••••• O••••••••• F•••• L• 805-7253421530 | fund | $13M GAV 2024 | 108 | 2017 to 2024 | 2017 | Harvesting | Opportunistic |
1 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| C••••• H••• O•• L•• 805-5576037543, dropped 2023 | fund | $5M GAV 2022 | 24 | 2020 to 2022 | 2020 | Dropped from ADV |
What do they actually own?
0 trusted of 2 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
- G•••• X•••••• W••••• Manager/Member since 2007-04 also on vc
- D•••• M••• H••••• Manager/Member since 2007-04 also on vc
- A••• M•••••• W•••••• Member/Chief Financial Officer/Chief Compliance Officer since 2014-01 also on vc
- J••••• A••• S••••••• Member since 2017-08 also on vc
What is changing?
- Vehicle dropped from ADV Mar 28, 2023 (observed) ••• Locked
- Vehicle first reported Mar 27, 2020 (observed) ••• Locked
- Vehicle first reported Mar 28, 2017 (observed) ••• Locked
- First ADV filing on the tape Mar 22, 2012 (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.