The names on this page are hidden. Create a free account to reveal 5 records a month, or get Real Estate Fund Intelligence at $199 a month for every name. Every figure, date and source on this page is public either way.

L••• W•••• C•••••• L••

Value add real estate managerSEC-registered adviserunder $1B· Boston, Massachusetts

Value add real estate manager, based in Boston, Massachusetts, reporting $980M of real estate gross assets across 4 vehicles.

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

Real estate GAV
$980M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
4
Form ADV, Schedule D 7.B.(1)
Institutional LPs
1
Pension and endowment disclosures
Vehicles (6)LPs
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 158038 · SEC 801-72539Show
CRD 158038SEC 801-72539under $1BValue addForm ADV
What capital do they manage?
Real estate GAV
$980M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
4 current, 6 ever, 2 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2011the extract starts in 2011; an earlier history is not visible
Latest filing
Mar 28, 2024registered adviser
Adviser RAUM
$980Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 4
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
Fund managerbasis: stated
Property types
Industrial, Multifamily, Retail, Office, Hotelbasis: stated
Markets
United States, Primary and Secondary U.S. Markets, Orlando, FL, Atlanta, GA, Boston, MA, Dallas, TX, Seattle, WA, I•••••••••, INbasis: stated
Business kind (site)
Real estate manager
AUM in its own words
••• Lockedthe manager's statement, not a DFX figure
Parent
None - independently owned
In the manager's own words24 quotesShow
  • Value add: “A true fiduciary, L••• W•••• is a Boston-based private equity real estate manager focused exclusively on value-added investments in the U.S.”
  • Development: “Investment Strategies: Lease-Up, Repositioning, Recapitalization, Management Turnaround, Development”
  • Core plus: “Acquire a highly-functional stabilized industrial asset with a core-plus risk profile”
  • Industrial: “Property Types: I•••••••••, M•••••••••, Retail, Office, Hospitality”
  • Multifamily: “Property Types: I•••••••••, M•••••••••, Retail, Office, Hospitality”
  • Retail: “Property Types: I•••••••••, M•••••••••, Retail, Office, Hospitality”
  • Office: “Property Types: I•••••••••, M•••••••••, Retail, Office, Hospitality”
  • Hotel: “Property Types: I•••••••••, M•••••••••, Retail, Office, Hospitality”
  • United States: “focused exclusively on value-added investments in the U.S.”
  • Primary and Secondary U.S. Markets: “Geography: Primary and Secondary U.S. Markets”
  • Orlando, FL: “2025 acquisition of a fully leased, two-building industrial property totaling 230,000 square feet in Orlando, FL”
  • Atlanta, GA: “2025 acquisition of a 98% leased, 270-unit multifamily community in the highly desirable V••••••• Highland neighborhood of Atlanta, GA”
  • Boston, MA: “2023 off-market acquisition of a 99% leased, 227,000 square foot grocery-anchored neighborhood retail center outside of Boston in Leominster, MA”
  • Dallas, TX: “2025 acquisition of a 91% leased, 309-unit multifamily property in the emerging D••••• D••••••• of Dallas, TX”
  • Seattle, WA: “2024 acquisition of a 100% leased, 65-unit boutique multifamily property within Seattle’s Westlake neighborhood”
  • I•••••••••, IN: “2021 acquisition of a 96% leased, 1.1 million square foot industrial portfolio encompassing 12 parks and 34 buildings in the I•••••••••, IN metro”
  • Southern California, CA: “2024-2025 acquisition of three multifamily properties in affluent, high-barrier-to-entry submarkets across Southern California”
  • N•••••, NJ: “2021 recapitalization of an 82% occupied, 804,000 square foot industrial property encompassing three buildings in N•••••, NJ”
  • Charlotte, NC: “2021 off-market acquisition of an 82% leased, 109,000 square foot Class A office building in the SouthPark submarket of Charlotte, NC”
  • Nashville, TN: “2022 investment in the development of a 306-unit Class A residential property in downtown Nashville, TN”
  • Austin, TX: “2022 investment in the development of a 369-unit multifamily property within three miles of downtown Austin”
  • Denver, CO: “2022 recapitalization of a 264,000 square foot office property with parking in Denver, CO”
  • San Antonio, TX: “2019 acquisition of a vacant 382,000 square foot industrial building with three outbuildings totaling 30,000 square feet situated on 40 acres”
  • Los Angeles, CA: “2021 acquisition of a 125,000 square foot Class A creative office building in Burbank, CA”
Vehicles
6 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
L••• W•••• R••• E••••• P••••••• V•• L•••
805-8434733115
fund$370M GAV 2024272019 to 20242019HarvestingOpportunistic
L••• W•••• R••• E••••• P••••••• V••• L•••
805-1199658526
fund$351M GAV 2024162023 to 20242023DeployingOpportunistic
L••• W•••• R••• E••••• P••••••• V• L•••
805-1781124554
fund$253M GAV 2024372016 to 20242016HarvestingOpportunistic
L••• W•••• R••• E••••• P••••••• I•• L•••
805-6670840652
fund$6M GAV 2024212013 to 20242013Winding downOpportunistic
2 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
F••••••• R••• E••••• G••••• F••• I••• L•••
805-8899092023, dropped 2018
fund$177M GAV 2017452012* to 2017unknownDropped from ADV
F••••••• R••• E••••• G••••• F••• I•• L•••
805-1728261124, dropped 2016
fund$12M GAV 2015362012* to 2015unknownDropped 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.
Properties the manager names on its site
  • S••• L••• C••••••• C•••••, Orlando, FL (industrial) “••• Locked”
  • V••••••• H••••••••, Atlanta, GA (multifamily) “••• Locked”
  • T••• C••• P••••, Leominster, MA (retail) “••• Locked”
  • T•••• D••••• D•••••••, Dallas, TX (multifamily) “••• Locked”
  • P••••• S••••• G•••••••, Cambridge, MA (retail) “••• Locked”
  • D••••• H••••, Seattle, WA (multifamily) “••• Locked”
  • I••••••••• L•••• I••••••••• P••••••••, I•••••••••, IN (industrial) “••• Locked”
  • S•••• M••••••••• P•••••••• •••••••• S••••• O•••• E•••• T•• R•••••• L• M••••••, Southern California, CA (multifamily) “••• Locked”
  • N••••• D••••••••• C•••••, N•••••, NJ (industrial) “••• Locked”
  • C••••••• P••••, Charlotte, NC (office) “••• Locked”
  • T•• P••••••, Nashville, TN (multifamily) “••• Locked”
  • N••••• N••••, N•••••, MA (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
No recorded loans through trusted holdings.
Who backs them?
1 allocators, 5 rows
  • C••••• C•••• C••••• E••••••• R••••••••• S••••• in L••• W•••• V•• manager_brand$50.0M committed, as of Jun 30, 2026 cccera.gov
  • C••••• C•••• C••••• E••••••• R••••••••• S••••• in L••• W•••• V• manager_brand$50.0M committed, as of Jun 30, 2026 cccera.gov
  • C••••• C•••• C••••• E••••••• R••••••••• S••••• in L••• W•••• V• manager_brand$50.0M committed, as of Jun 30, 2026 cccera.gov
  • C••••• C•••• C••••• E••••••• R••••••••• S••••• in L••• W•••• I•• manager_brand$40.0M committed, as of Jun 30, 2026 cccera.gov
  • C••••• C•••• C••••• E••••••• R••••••••• S••••• in L••• W•••• I• manager_brand$25.0M committed, as of Jun 30, 2026 cccera.gov
People
Form ADV Schedule A, latest filing
  • J•••••• S• G••••• Manager And Managing Partner since 2011-06
  • M•••••• L•• E••••••• Manager And Managing Partner since 2011-06
  • T•••• L••• P•••••• Chief Compliance Officer since 2015-10
What is changing?
  • Vehicle first reported Mar 30, 2023 (observed) ••• Locked
  • Vehicle first reported Mar 29, 2019 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 30, 2018 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 30, 2016 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2016 (observed) ••• Locked
Full timeline · 9 events
  • Vehicle first reported Feb 28, 2013 (observed) ••• Locked
  • Vehicle first reported Mar 21, 2012 (observed) ••• Locked
  • Vehicle first reported Mar 21, 2012 (observed) ••• Locked
  • First ADV filing on the tape Dec 2, 2011 (observed) ••• Locked
Across DFX

Not yet on record: properties held.