DFX Intelligence
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C••••••• C•••••• M••••••••• C•••••• L••
Multi-strategy real estate managerSEC-registered adviserunder $1B· Cleveland, Ohio
Multi-strategy real estate manager, based in Cleveland, Ohio, reporting $463M of real estate gross assets across 2 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
- $463M
- Current vehicles
- 2
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 291405 · SEC 801-112435ShowHide
What capital do they manage?
- Real estate GAV
- $463M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 2 current, 3 ever, 1 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShowHide
- First on the tape
- 2018the extract starts in 2011; an earlier history is not visible
- Latest filing
- Oct 1, 2024registered adviser
- Adviser RAUM
- $463Mthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 2
- Latest vintage
- 2022from 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
- Multi-strategy
- Operator model
- Fund managerbasis: stated
- Property types
- Multifamilybasis: stated
- Markets
- United Statesbasis: stated
- Business kind (site)
- Real estate manager
In the manager's own words4 quotesShowHide
- Debt: “we invest in senior loan notes and mezzanine/preferred debt, providing opportunities for enhanced investor returns in a safer part of the capital stack.”
- Value add: “we invest in high-quality assets across the US through our value-add equity strategy, which is supported by our long-standing relationships with established real estate operators.”
- Multifamily: “A leading US real estate capital markets platform investing in multifamily.”
- United States: “give us unique access to diverse, often off-market, investment opportunities across the US.”
Vehicles
3 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| C••••••• C•••••• U••• A•••••••• F••• I•• L••• 805-2573862603 | fund | $359M GAV 2024 | 96 | 2022 to 2024 | 2022 | Raising | ||
| C••••••• C•••••• U••• A•••••••• F••• I• L••• 805-3291481431 | fund | $104M GAV 2024 | 101 | 2018 to 2024 | 2018 | Winding down |
1 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| C••••••• C•••••• F••• I• L••• 805-7778693175, dropped 2022 | fund | $98M GAV 2021 | 69 | 2018* to 2021 | unknown | Dropped from ADV |
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
- D••••• P•••••• W•••• Managing Member since 2015-03
- M•••••• P••• M••••• Chief Compliance Officer since 2024-10
What is changing?
- Vehicle dropped from ADV Mar 30, 2022 (observed) ••• Locked
- Vehicle first reported Mar 30, 2022 (observed) ••• Locked
- Vehicle first reported Jun 29, 2018 (observed) ••• Locked
- Vehicle first reported Jan 12, 2018 (observed) ••• Locked
- First ADV filing on the tape Jan 12, 2018 (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.