DFX Intelligence
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What capital do they manage?
- Real estate GAV
- $811M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 3 current, 6 ever, 3 dropped0 feeders, 0 funds of funds
- First on the tape
- 2012the extract starts in 2011; an earlier history is not visible
- Latest filing
- Jun 26, 2024registered adviser
- Adviser RAUM
- $1.6Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 3
- Latest vintage
- 2023from 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
- Value add
- Operator model
- Hybridbasis: stated
- Property types
- Industrial, Multifamily, Life science, Office, Healthcarebasis: stated
- Markets
- East Coast, Metro Boston, Metro New York, Mid-Atlantic, Southeast, Raleigh-Durham, NC, Southern New Hampshirebasis: stated
- Business kind (site)
- PRIVATE_EQUITY
In the manager’s own words
- Value add: “We focus on value-add investment strategies across industrial, multifamily, and other select property types where we aim to create value and generate risk-adjusted returns for our investors.”
- Debt: “Our vertically integrated team's ability to invest across asset classes, the full capital stack, and distressed opportunities provides flexibility to evolve our strategy with market dynamics.”
- Distressed: “Our vertically integrated team's ability to invest across asset classes, the full capital stack, and distressed opportunities provides flexibility to evolve our strategy with market dynamics.”
- Industrial: “I••••••••• 11.0M SF”
- Multifamily: “Multifamily 4,700+ Units”
- Life science: “Life Science 2.2M SF”
- Office: “Office & Medical 6.9M SF”
- Healthcare: “Office & Medical 6.9M SF”
- East Coast: “a team that has a 30+ year history of investment, development, and management in knowledge-based East Coast markets”
- Metro Boston: “Metro Boston One Boston Place 201 Washington S••••• Suite 2100 Boston, MA 02108”
- Metro New York: “Metro New York 253 Post R••• W••• W•••port, CT 06880”
- Mid-Atlantic: “Mid-Atlantic 19309 Winmeade D•••• Suite 150 Lansdowne, VA 20176”
- Southeast: “Southeast 999 Peachtree S••••• NE Suite 400 Atlanta, GA 30309”
- Raleigh-Durham, NC: “This is the firm's second multifamily investment in the Raleigh-Durham market and expands the portfolio of its new Southeast Regional office.”
- Southern New Hampshire: “The acquisition deepens M••••• P•••••••' footprint in Southern New Hampshire, a high conviction region the firm intends to keep growing in.”
Vehicles
6 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| M••••• C•••••• P••••••• F••• I••• L••• 805-8588389680 | fund | $379M GAV 2024 | 82 | 2020 to 2024 | 2020 | Harvesting | |||
| M••••• C•••••• P••••••• F••• I•• L••• 805-9669522521 | fund | $292M GAV 2024 | 83 | 2023 to 2024 | 2023 | Deploying | |||
| M••••• C•••••• P••••••• F••• I•• L••• 805-4696408636 | fund | $139M GAV 2024 | 76 | 2014 to 2024 | 2014 | Harvesting |
3 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| M••••• B• I•••••••• I•• L•• 805-6401616453, dropped 2013 | fund | $10M GAV 2012 | 11 | 2012* to 2012 | unknown | Dropped from ADV | |||
| W•••••••• H•••••••• L•• 805-1519915548, dropped 2013 | fund | $1M GAV 2012 | 14 | 2012* to 2012 | unknown | Dropped from ADV | |||
| M••••• C•••••• P••••••• F••• I• L••• 805-6641004308, dropped 2021 | fund | $0 GAV 2020 | 80 | 2012* to 2020 | unknown | Dropped from ADV |
What do they actually own?
1 trusted of 16 candidate bindings
| Owner entity | Vehicle | Properties held | Loans | Evidence |
|---|---|---|---|---|
| M•• I•• F•••••• L•• MA, laboratory | manager only | 1 assessed $136M | Address and agent owner's tax-bill address is the manager's headquarters to the suite or floor |
Properties the manager names on its site
- 1•• M•••••••• A•••••, 1•• M•••••••• A•••••, Norton, MA (i•••••••••) “••• Locked”
- 1•• A•••• R•••, 1•• A•••• R•••, Clinton, MA (i•••••••••) “••• Locked”
- 1•• C••••••••• D••••, 1•• C••••••••• D••••, MA (i•••••••••) “••• Locked”
- 1••• W••• C••••••• S•••••, 1••• W••• C••••••• S•••••, Brockton, MA (i•••••••••) “••• Locked”
- 2•• G•••• S•••••, 2•• G•••• S•••••, Franklin, MA (i•••••••••) “••• Locked”
- 2•• G•••• S•••••, 2•• G•••• S•••••, Franklin, MA (i•••••••••) “••• Locked”
- 2• H•••••• R•••, 2• H•••••• R•••, South Plainfield, NJ (i•••••••••) “••• Locked”
- M••, 1500 Main S•••••, Weymouth, MA (multifamily) “••• Locked”
- A••••• H•••••••, 3 W•••chester Park D••••, H•••••••, NY (multifamily) “••• Locked”
- D••••• P••••••••, Boston, MA (multifamily) “••• Locked”
- F•••••• a• D••••••, Boston, MA (life science) “••• Locked”
- C•••••• R•••• P••••, Boston, MA (mixed-use (life science/medical/retail)) “••• 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
- Valley National Bank new3 loans, $72.3M, Jul 9, 2024 to Jul 9, 2024
- cmbs_trust single1 loans, $12.2M, Apr 14, 2022 to Apr 14, 2022
- Leumi Partners single1 loans, $8.5M, Jul 9, 2024 to Jul 9, 2024
- 133 B Lender single1 loans, $8.5M, Jul 9, 2024 to Jul 9, 2024
Who backs them?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
- W•••••• M•••• M••••• Principal, Co-Chief Investment Officer since 2008-03
- J••• K•••• B•••• Principal since 2008-03
- D•••• P••• F•••• Principal since 2008-03
- R••• T••• M•••••••• Principal, Co-Chief Investment Officer since 2021-04
- J••• A•••••••• B••••• Principal since 2022-05
- A••••• J••••• D••••••• Principal since 2023-03
- P••• R••••• M••••• President since 2023-03
- L••• R•••• R••••• Principal since 2023-03
- P•••• J•• C•••••• Principal since 2023-03
- G••• A•• L•••••• Principal, Chief Financial Officer, Chief Compliance Officer since 2023-09
- P•••••• D•••• S•••• Principal, Chief Operating Officer since 2023-09
What is changing?
- Vehicle first reported Mar 31, 2023 (observed) M••••• C•••••• P••••••• F••• I•• L••• first reported on Form ADV by M••••• P•••••••• L••, GAV $155,458,182
- Vehicle dropped from ADV Mar 30, 2021 (observed) M••••• C•••••• P••••••• F••• I• L••• no longer reported on Form ADV by M••••• P•••••••• L••
- Vehicle first reported Mar 31, 2020 (observed) M••••• C•••••• P••••••• F••• I••• L••• first reported on Form ADV by M••••• P•••••••• L••, GAV $102,675,477
- Vehicle first reported Nov 20, 2014 (observed) M••••• C•••••• P••••••• F••• I•• L••• first reported on Form ADV by M••••• P•••••••• L••, GAV $10,054,944
- Vehicle dropped from ADV Mar 25, 2013 (observed) W•••••••• H•••••••• L•• no longer reported on Form ADV by M••••• P•••••••• L••
- Vehicle dropped from ADV Mar 25, 2013 (observed) M••••• B• I•••••••• I•• L•• no longer reported on Form ADV by M••••• P•••••••• L••
- First ADV filing on the tape Mar 15, 2012 (observed) M••••• P•••••••• L•• first filed Form ADV in the extract (IA)
- Vehicle first reported Mar 15, 2012 (observed) M••••• C•••••• P••••••• F••• I• L••• first reported on Form ADV by M••••• P•••••••• L••, GAV $102,014,500 (tape start: the fund may be older)
- Vehicle first reported Mar 15, 2012 (observed) M••••• B• I•••••••• I•• L•• first reported on Form ADV by M••••• P•••••••• L••, GAV $9,546,000 (tape start: the fund may be older)
- Vehicle first reported Mar 15, 2012 (observed) W•••••••• H•••••••• L•• first reported on Form ADV by M••••• P•••••••• L••, GAV $1,170,500 (tape start: the fund may be older)
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.