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W••••••• C••••••

Value add real estate managerSEC-registered adviserunder $1B· Forest, Virginia

Value add real estate manager, based in Forest, Virginia, reporting $33.3M of real estate gross assets across 2 vehicles.

Composed from this manager's Form ADV filings and classification.

Real estate GAV
$33.3M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
2
Form ADV, Schedule D 7.B.(1)
Properties held
Not established
Institutional LPs
Not established
Vehicles (2)
As of · the latest Form ADV filing; property activity carries its own dates
Why this matters
Identifiers, size band and strategyCRD 316324 · SEC 801-125011Show
CRD 316324SEC 801-125011under $1BValue addForm ADV on IAPD
What capital do they manage?
Real estate GAV
$33M 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, 2 ever, 0 dropped0 feeders, 2 funds of funds
First on the tape
2021the extract starts in 2011; an earlier history is not visible
Latest filing
Feb 29, 2024registered adviser
Adviser RAUM
$129Mthe 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
Value add
Operator model
Fund managerbasis: stated
Property types
Multifamily, Manufactured housing, Industrial, Retail, Self storage, Otherbasis: stated
Markets
Nationalbasis: stated
Business kind (site)
REAL_ESTATE_MANAGER
AUM in its own words
$500 million+the manager's statement, not a DFX figure
In the manager’s own words
  • Value add: “Strategy: Preferred equity, value-add”
  • Development: “Strategy: Development and value-add”
  • Core income: “Strategy: Income and appreciation”
  • Multifamily: “multifamily apartments”
  • Manufactured housing: “manufactured home communities”
  • Industrial: “small bay and flex industrial”
  • Retail: “open-air retail”
  • Self storage: “select self-storage”
  • Other: “Multifamily, self-storage, manufactured housing communities, RV parks, and others”
  • National: “Markets: National”
Vehicles
2 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
W••••••• I••••• F••• I••
805-8560360330
fund of funds$17M GAV 20241002021* to 2024unknownInvestingDebt
W••••••• I••••• F••• I•
805-7773263390
fund of funds$16M GAV 20241002022 to 20242022InvestingDebt
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
  • B•••• F•••• Sole Member since 2005-09
  • B••••••• P• K•••• Managing Member since 2018-12
  • P••• T• M•••• Managing Member since 2018-12
  • A••••••• Y••• H••• Chief Compliance Officer since 2023-01 also on pe
What is changing?
  • Vehicle first reported Jan 28, 2022 (observed) ••• Locked
  • Vehicle first reported Aug 30, 2021 (observed) ••• Locked
  • First ADV filing on the tape Aug 30, 2021 (observed) ••• Locked
Across DFX