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Manager

T•••••• M••••••••• L••

CRD 158083SEC 801-73441Dallas, TXt•••••••••.comunder $1BValue add
Form ADV on IAPD
What capital do they manage?
Real estate GAV
$686M GAV 2024sum of GAV over non-feeder, non-quarantined R••• E••••• Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
8 current, 9 ever, 1 dropped1 feeders, 0 funds of funds
First on the tape
2012the extract starts in 2011; an earlier history is not visible
Latest filing
Feb 21, 2024registered adviser
Adviser RAUM
$1.2Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 8
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
Retail, Multifamily, Single-family rental, Industrial, Landbasis: stated
Markets
North Carolinabasis: stated
Business kind (site)
REAL_ESTATE_MANAGER
In the manager’s own words
  • Value add: “We are a value-oriented situational investor.”
  • Value add: “Value-oriented strategy focused on basis and cash flow yield”
  • Distressed: “Non-Performing L•••s: Non-performing loans collateralized by real estate”
  • Development: “Rescue capital for development”
  • Special situations: “Recapitalizations: Capital for asset and company recapitalizations”
  • Retail: “Open air retail in high traffic locations”
  • Multifamily: “Multifamily Owners requiring recapitalization”
  • Single-family rental: “Home and townhome development - for-sale and for-rent”
  • Industrial: “I••••••••• Older vintage, infill product”
  • Land: “Lot development in growing Sunbelt markets”
  • North Carolina: “North Carolina”
Vehicles
9 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
T•••••• P••••••• P••••••• I• L•
805-1832941124
fund$235M GAV 2024102021 to 20242021Investing
T•••••• C•••••• P••••••••• L•
805-8628416303
fund$137M GAV 202422012* to 2024unknownMature
T•••••• P••••••• P••••••• I•• L•
805-2205920151
fund$131M GAV 202462016 to 20242016Harvesting
T•••••• P••••••• P••••••• I••••••••• L•
805-3201807141
feeder$86M GAV 202422021 to 20242021Investing
T•••••• P••••••• P••••••• I• L•
805-6728902127
fund$47M GAV 2024122013 to 20242013Winding down
T•••••• C••••••••• M•••••• A•••••• L•
805-9068526290
fund$33M GAV 202422022 to 20242022Deploying
T•••••• I•• C•••••• C•••••••• L•
805-3545207377
co-investment$17M GAV 202422019 to 20242019Harvesting
T•••••• G••••• a•• I••••• P••••••••• L•
805-2022359119
fund$0 GAV 202422024 to 20242024Unknown
1 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
T•••••• P••••••• P••••••• L•
805-6590278427, dropped 2022
fund$109,442 GAV 202122012* to 2021unknownDropped from ADV
What do they actually own?
2 trusted of 4 candidate bindings
Owner entityVehicleProperties heldLoansEvidence
W•••••••• H••••• L••
FL, department store, drive-in restaurant
manager only18 assessed $69.1MCorporate filing
sunbiz_principal_address_hq_suite
W•••••••• H••••• L••
FL, department store, drive-in restaurant
manager only18 assessed $69.1MAddress and agent
owner's tax-bill address is the manager's headquarters to the suite or floor
W•••••••• P•••• L••
FL, vacant commercial
manager only1 assessed $1.9MAddress and agent
owner's tax-bill address is the manager's headquarters to the suite or floor
Properties the manager names on its site
  • A••••••, Charlotte, NC “••• Locked”
  • U••••• a• C••• P•••, Dallas, TX “••• Locked”
  • T•• M•••••••, Seattle, WA “••• Locked”
  • T•• E••• a• G•••• P••••, DFW, TX “••• Locked”
  • T•••• R••••• P••••••••, DFW & Longview, TX “••• Locked”
  • B•••• o• C••••••, P••••••, AZ “••• Locked”
  • S•••• a• W••••••••, Tampa, FL “••• Locked”
  • O•••••• T••• C•••••, Denver, CO “••• Locked”
  • C•••••••••, Houston, TX “••• Locked”
  • S•••••••• L••• P••••••••, S••••••••ern U.S. “••• Locked”
  • S••••••• R••• E••••• • L•••, North Carolina and Tennessee “••• Locked”
  • L•••• H•••••• P••••••••, Houston, TX “••• 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••• A•••••••• H•••• ••• Shareholder since 2003-12
  • J••• A•••••••• H•••• •••• Shareholder since 2003-12
  • J••••••• S•••• P••••• Managing Member since 2007-12
  • J•••••• S•••• Y•••••• Managing Member since 2007-12
  • P•••• T•••••••• H•••• Co-Trustee since 2008-01
  • J•••• R•••••• V••••• Chief Compliance Officer; Chief Financial Officer since 2008-04
What is changing?
  • Vehicle first reported Feb 21, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2022 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 3, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 2, 2021 (observed) ••• Locked
  • Vehicle first reported Mar 2, 2021 (observed) ••• Locked
  • Vehicle first reported Aug 30, 2019 (observed) ••• Locked
  • Vehicle first reported Jan 21, 2016 (observed) ••• Locked
  • Vehicle first reported Feb 6, 2013 (observed) ••• Locked
  • First ADV filing on the tape Feb 13, 2012 (observed) ••• Locked
  • Vehicle first reported Feb 13, 2012 (observed) ••• Locked
  • Vehicle first reported Feb 13, 2012 (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.