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Manager

A•• C•••••• P•••••••• L••

CRD 152121SEC 801-71583Baltimore, MDa•••••••.comunder $1BValue add
Form ADV on IAPD
What capital do they manage?
Real estate GAV
$374M GAV 2024sum of GAV over non-feeder, non-quarantined real estate vehicles on the latest filing, including vehicles typed Other Private Fund and admitted on their name (a scale proxy, never fund size)
GAV as filed
$877Mfeeders and quarantined readings included
Vehicles
22 current, 49 ever, 24 dropped35 feeders, 0 funds of funds
First on the tape
2012the extract starts in 2011; an earlier history is not visible
Latest filing
Sep 25, 2024registered adviser
Adviser RAUM
$375Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Hedge Fund 5, Real Estate Fund 22
Latest vintage
2024from 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
Fund managerbasis: stated
Property types
Hotelbasis: vehicle names
Markets
United Statesbasis: stated
Business kind (site)
REAL_ESTATE_MANAGER
AUM in its own words
$4.6 billion invested since 1972the manager's statement, not a DFX figure
Parent
Alex. Brown & Sons (historical roots)
In the manager’s own words
  • Core plus: “specializing in core-plus, value-add and opportunistic investments in the middle market.”
  • Value add: “specializing in core-plus, value-add and opportunistic investments in the middle market.”
  • Opportunistic: “specializing in core-plus, value-add and opportunistic investments in the middle market.”
  • United States: “deep, long-standing relationships with leading real estate operators across the United States.”
Vehicles
49 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
A•• P••••••••• V• 2•••• L••
805-9128926287
master$204M GAV 2024492021 to 20242020Investing
A•• P••••••••• V•• L••
805-3960467311
feeder$105M GAV 2024262020 to 20242020Investing
A•• P••••••••• V•••• L••
805-2458186392
feeder$99M GAV 2024232021 to 20242021Investing
A•• C••••••••• I•••••••• V• L•••••• P•••••••••
805-6121411991
feeder$93M GAV 2024202020 to 20242020Investing
A•• C••••••••• I•••••••• V••• L•••••• P•••••••••
805-2403834449
feeder$85M GAV 2024192021 to 20242021Investing
A•• P••••••••• V• L••
805-3365458269
master$71M GAV 2024782016 to 20242016Harvesting
A•• C••••••••• I•••••••• V•• L•••••• P•••••••••
805-1049833924
feeder$63M GAV 2024402016 to 20242016Harvesting
A•• G• I••••••••• L•••••• P•••••••••
805-6030612921
fund$40M GAV 2024172024 to 20242024Unknown
A•• T••• C••••••••• L•••••• P•••••••••
805-6706483457
co-investment$38M GAV 20244182023 to 20242023Investing
A•• C••••••••• V••• L•••••• P•••••••••
805-1504544670
feeder$14M GAV 202442021 to 20242021Investing
C••••••••• I••••••••• V••• L•••••• P•••••••••
805-9347452761
feeder$14M GAV 202442021 to 20242021Investing
A•• A••••••••• C••••••••• L•••••• P•••••••••
805-3020107703
co-investment$13M GAV 20244202023 to 20242023Investing
A•• C••••••••• V• L•••••• P•••••••••
805-3131202391
feeder$11M GAV 202462020 to 20242020Investing
C••••••••• I••••••••• V• L•••••• P•••••••••
805-8919761327
feeder$11M GAV 202462020 to 20242020Investing
A•• M••••••••• H•••• P•••••••• L•••••• P•••••••••
805-6249787708
fund$8M GAV 2024192021 to 20242021Harvesting
C••••••••• P••••••• V• L•••••• P•••••••••
805-9750032303
feeder$4M GAV 2024332017 to 20242017Harvesting
C••••••••• I••••••••• V• L•••••• P•••••••••
805-2320449818
feeder$3M GAV 202452017 to 20242017Harvesting
A•• P••••••••• I•• L••
805-8281904493
master$697,494 GAV 20241192012* to 2024unknownWinding down
A•• C••••••••• I•••••••• I• L•••••• P•••••••••
805-5898850405
feeder$696,807 GAV 2024142012* to 2024unknownWinding down
C••••••••• I••••••••• I• L•••••• P•••••••••
805-8584684894
feeder$161,987 GAV 2024172012* to 2024unknownWinding down
A•••• B•••• R••••• C••••••••• I• L•••••• P•••••••••
805-7650303427
feeder$134,211 GAV 2024562012* to 2024unknownWinding down
C••••••••• P••••••• I• L•••••• P•••••••••
805-9047258488
feeder$87,492 GAV 2024302012* to 2024unknownWinding down
27 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
C••••••••• P••••••• I• L•••••• P•••••••••
805-3896400860
master$5M GAV 2018632012* to 2018unknownWinding down
A•• P••••••••• I••• L••
805-2953410027
master$4M GAV 20191412012* to 2019unknownWinding down
A•• C••••••••• I•••••••• I•• L•••••• P•••••••••
805-9204777691, dropped 2020
feeder$2M GAV 2019122012* to 2019unknownDropped from ADV
C••••••••• P••••••• F•••••• F••• I• P•• • S••••• E•
805-2620978246, dropped 2019
feeder$2M GAV 2018212012* to 2018unknownDropped from ADVDebt
C••••••••• P••••••• F•••••• F••• I• P•• • S••••• I•
805-7158562132, dropped 2020
feeder$2M GAV 201922013 to 20192013Dropped from ADVDebt
C••••••••• M••••••• L•••••• P•••••••••
805-5323936167, dropped 2019
fund$2M GAV 201812012* to 2018unknownDropped from ADV
A•• C••••••••• L•••••• P•••••••••
805-7652050076, dropped 2019
feeder$2M GAV 2018112012* to 2018unknownDropped from ADV
C••••••••• I••••••••• I• L•••••• P•••••••••
805-9612777981, dropped 2019
feeder$2M GAV 2018112012* to 2018unknownDropped from ADV
C••••••••• P••••••• F•••••• F••• I• P•• • S••••• G•
805-2085284166, dropped 2020
feeder$2M GAV 2019352012* to 2019unknownDropped from ADVDebt
C••••••••• I••••••••• I•• L•••••• P•••••••••
805-5617651152, dropped 2020
feeder$2M GAV 2019352012* to 2019unknownDropped from ADV
C••• 2••• I•• I•••
805-9870958635, dropped 2022
feeder$783,081 GAV 202122013 to 20212009Dropped from ADV
A•• C••••••••• I•••••• I• P••
805-7472670574, dropped 2022
feeder$783,081 GAV 202122013 to 20212013Dropped from ADV
A• A••••• O••• S• I•••••••• L••
805-9005441963, dropped 2017
fund$593,792 GAV 201612016 to 20162016Dropped from ADV
C••••••••• P••••••• I•• L•••••• P•••••••••
805-6081866193, dropped 2020
feeder$464,728 GAV 2019532012* to 2019unknownDropped from ADV
A•••• B•••• R••••• C••••••••• I•• L•••••• P•••••••••
805-5855150480, dropped 2020
feeder$447,835 GAV 2019412012* to 2019unknownDropped from ADV
A•• C••••••••• I•• L•••••• P•••••••••
805-5277538990, dropped 2020
feeder$334,055 GAV 2019352012* to 2019unknownDropped from ADV
C••••••••• P••••••• L•••••• P•••••••••
805-7554788121, dropped 2020
master$199,951 GAV 2019912012* to 2019unknownDropped from ADV
C••••••••• I••••••••• L•••••• P•••••••••
805-8901140888, dropped 2020
feeder$190,466 GAV 2019702012* to 2019unknownDropped from ADV
C••••••••• P••••••• F•••••• F••• I• P•• • S••••• H•
805-3760468667, dropped 2020
feeder$141,418 GAV 2019192012* to 2019unknownDropped from ADVDebt
C••••••••• P••••••• V• L•••••• P•••••••••
805-1243242328, dropped 2021
feeder$141,418 GAV 2020102020 to 20202020Dropped from ADV
C••••••••• P••••••• F•••••• F••• I• P•• • S••••• a•
805-2985836563, dropped 2020
feeder$127,881 GAV 2019892012* to 2019unknownDropped from ADVDebt
A•• C••••••••• I• L•••••• P•••••••••
805-6120477965, re-typed Hedge Fund
feeder$108,724 GAV 2024192012* to 2024unknownWinding down
C••••••••• P••••••• F•••••• F••• I• P•• • S••••• B•
805-8918349919, dropped 2015
feeder$65,669 GAV 2014212012* to 2014unknownDropped from ADVDebt
C••••••••• P••••••• F•••••• F••• I• P•• • S••••• F•
805-9784172990, dropped 2015
feeder$61,834 GAV 2014112012* to 2014unknownDropped from ADVDebt
A••••••••• R••••• I•••••••• L•••••• P•••••••••
805-7489671459, dropped 2020
fund$39,877 GAV 2019462012* to 2019unknownDropped from ADV
A•••• B•••• R••••• I•••••••• I• L•••••• P•••••••••
805-8101601111, dropped 2020
fund$21,474 GAV 2019492012* to 2019unknownDropped from ADV
A•• C••••••••• I•••••••• V• L•••••• P•••••••••
805-2101260284, dropped 2017
feeder$0 GAV 201612016 to 20162016Dropped from ADV
What do they actually own?
1 trusted of 1 candidate bindings
Owner entityVehicleProperties heldLoansEvidence
T••• P•••••••• L••
FL, warehouse, distribution
manager only3 assessed $7.1MCorporate filing
sunbiz_principal_address_hq_suite_only
Properties the manager names on its site
  • D••••• R•••• A•••••••••, San Marcos, TX (multifamily) “••• Locked”
  • L•••••••• L••••, Indianapolis, IN (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
  • J••• S•••••••• G••••••• Member Of Board Of Managers since 1982-06
  • D•••• E•••• W•••• Managing Director, Chief Compliance Officer And General Counsel since 2008-06
  • J•••• S•••••••• G••••••• Trustee since 2012-10
  • M••• G•••••• B•••••• Member Of Board Of Managers since 2012-11 also on pe
  • L••••••• E•••• C•••••• Managing Director since 2013-06
  • R••••• D•••• H•••••• H••••• Member Of Board Of Managers since 2016-03
  • S•••• C••••• President since 2017-01 also on pe
  • G••••• L•••• B•••••• Member, Board Of Managers since 2017-01
  • K•••• D••• I•••• Ceo since 2017-01 also on pe
  • E••••• P•••• N••••••• Senior Managing Director And Member Of Board Of Managers since 2019-04
  • T••••• R•••••• B••••• Senior Managing Director, Cio, And Member Of Board Of Managers since 2019-07
  • D••••• J•••• B•••• Cfo And Managing Director since 2021-12
  • K••• R•••••• W••••• Member Of Board Of Managers since 2022-06 also on pe
  • N••• M••• S•••••• Member Of Board Of Managers since 2022-06
  • D••••• J•••• R••••••• Managing Director since 2024-09
What is changing?
  • Vehicle first reported Mar 30, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2023 (observed) ••• Locked
  • Vehicle dropped from ADV Jun 29, 2022 (observed) ••• Locked
  • Vehicle dropped from ADV Jun 29, 2022 (observed) ••• Locked
  • Vehicle first reported Jun 29, 2021 (observed) ••• Locked
  • Vehicle first reported Jun 29, 2021 (observed) ••• Locked
  • Vehicle first reported Jun 29, 2021 (observed) ••• Locked
  • Vehicle first reported Jun 29, 2021 (observed) ••• Locked
  • Vehicle dropped from ADV Jun 29, 2021 (observed) ••• Locked
  • Vehicle first reported Jun 29, 2021 (observed) ••• Locked
  • Vehicle first reported Jun 29, 2021 (observed) ••• Locked
  • Vehicle first reported Jun 25, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Jun 25, 2020 (observed) ••• Locked
  • Vehicle first reported Jun 25, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Jun 25, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Jun 25, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Jun 25, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Jun 25, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Jun 25, 2020 (observed) ••• Locked
  • Vehicle first reported Jun 25, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Jun 25, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Jun 25, 2020 (observed) ••• Locked
  • Vehicle first reported Jun 25, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Jun 25, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Jun 25, 2020 (observed) ••• Locked
  • Vehicle first reported Jun 25, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Jun 25, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Jun 25, 2020 (observed) ••• Locked
  • Vehicle dropped from ADV Jun 25, 2020 (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.