DFX Intelligence
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Manager
S••••••• A••••••• S•••••••• L••
What capital do they manage?
- Real estate GAV
- $214M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 1 current, 3 ever, 2 dropped0 feeders, 0 funds of funds
- First on the tape
- 2012the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 28, 2024registered adviser
- Adviser RAUM
- $214Mthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 1
- Latest vintage
- 2015from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
confirmed
- Strategy
- Debt
- Operator model
- Hybridbasis: stated
- Property types
- Multifamilybasis: stated
- Markets
- United Statesbasis: stated
- Business kind (site)
- REAL_ESTATE_MANAGER
- AUM in its own words
- ••• Lockedthe manager's statement, not a DFX figure
In the manager’s own words
- Debt: “S•••••••’s Real Estate portfolio includes preferred equity investments in Real Estate partnerships as well as bridge, interim, construction and permanent loans.”
- Multifamily: “S••••••• Financial Services is a highly respected provider of project-based preferred equity and debt financing for Multi-Family Real Estate projects.”
- United States: “The portfolio consists of assets located throughout the United States.”
Vehicles
3 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| S••••••• M••••••• T•••• 805-5771689216 | fund | $214M GAV 2024 | 3 | 2015 to 2024 | 2015 | Harvesting | Debt |
2 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| S•• B••••••• R••• E••••• F••• I• L• 805-1843628605, dropped 2021 | fund | $2M GAV 2020 | 3 | 2015 to 2020 | 2015 | Dropped from ADV | |||
| S••••••• E••••• R••• 805-5728107672, dropped 2023 | REIT | $59,743 GAV 2022 | 5 | 2015 to 2022 | 2015 | Dropped from ADV | REIT sponsor |
What do they actually own?
0 trusted of 1 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
- R••••• J••••• B•••• Trustee since 1991-06
- T•••••• S••••• F••••• Manager And Co-Chief Executive Officer since 2019-03
- C••••••••• G••••• D••• Manager And Co-Chief Executive Officer since 2019-03
- J••••• R••••• Manager And Executive Vice President since 2023-02
- K••••••••• A•••• D••••• Manager And Chief Financial Officer, Treasurer And Secretary since 2024-01
What is changing?
- Vehicle dropped from ADV Mar 31, 2023 (observed) S••••••• E••••• R••• no longer reported on Form ADV by S••••••• A••••••• S•••••••• L••
- Vehicle dropped from ADV Mar 30, 2021 (observed) S•• B••••••• R••• E••••• F••• I• L• no longer reported on Form ADV by S••••••• A••••••• S•••••••• L••
- Vehicle first reported Mar 30, 2015 (observed) S••••••• E••••• R••• first reported on Form ADV by S••••••• A••••••• S•••••••• L••, GAV $67,345,670
- Vehicle first reported Mar 30, 2015 (observed) S•• B••••••• R••• E••••• F••• I• L• first reported on Form ADV by S••••••• A••••••• S•••••••• L••, GAV $2,822,112
- Vehicle first reported Mar 30, 2015 (observed) S••••••• M••••••• T•••• first reported on Form ADV by S••••••• A••••••• S•••••••• L••, GAV $191,529,904
- First ADV filing on the tape Apr 2, 2012 (observed) S••••••• A••••••• S•••••••• L•• first filed Form ADV in the extract (IA)
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.