DFX Intelligence
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G•••• F•••••••• P•••••••
Real estate managerSEC-registered adviserunder $1B· Cleveland, Ohio
Real estate manager, based in Cleveland, Ohio, reporting $4.8M of real estate gross assets across 6 vehicles.
Composed from this manager's Form ADV filings and classification.
As of · the latest Form ADV filing; property activity carries its own dates
- Real estate GAV
- $4.8M
- Current vehicles
- 6
Form ADV, Schedule D, real estate vehicles summed
Form ADV, Schedule D 7.B.(1)
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 110031 · SEC 801-56552ShowHide
What capital do they manage?
- Real estate GAV
- $5M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 6 current, 10 ever, 3 dropped0 feeders, 10 funds of funds
How the GAV is measured, and the filing detailShowHide
- First on the tape
- 2012the extract starts in 2011; an earlier history is not visible
- Latest filing
- Dec 2, 2024registered adviser
- Adviser RAUM
- $1.3Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 6, Private Equity Fund 1
- Latest vintage
- 2019from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
from vehicle names
- Strategy
- Unclassified
- Operator model
- unknown
- Property types
- not stated
- Markets
- not stated
- Business kind (site)
- Wealth manager
- AUM in its own words
- $1.7 billion AUM as of July 2025the manager's statement, not a DFX figure
Vehicles
10 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| F••••••••• • S••• M••• 805-4851068537 | fund of funds | $2M GAV 2024 | 29 | 2019 to 2024 | 2019 | Mature | ||
| F••••••••• G•• V• I•••••••• 805-9572468337 | fund of funds | $1M GAV 2024 | 27 | 2019 to 2024 | 2019 | Harvesting | ||
| F••••••••• G•• V• I•••••••• 805-4489432539 | fund of funds | $986,696 GAV 2024 | 27 | 2019 to 2024 | 2019 | Harvesting | ||
| F••••••••• P•••••• •• F••• 805-7385553703 | fund of funds | $468,512 GAV 2024 | 31 | 2019 to 2024 | 2019 | Mature | ||
| F••••••••• P•••••• 2••• F••• 805-1569813616 | fund of funds | $50,232 GAV 2024 | 23 | 2019 to 2024 | 2010 | Harvesting |
All 6 current vehiclesShow fewerlargest GAV first
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| F••••••••• P•••••• 2••• F••• 805-8367264720 | fund of funds | $40,836 GAV 2024 | 24 | 2019 to 2024 | 2011 | Harvesting |
4 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| F••••••••• P•••••• 2••• F••• 805-9043057583, dropped 2021 | fund of funds | $32,058 GAV 2020 | 18 | 2019 to 2020 | 2012 | Dropped from ADV | ||
| F••••••••• G•• I•••••••• I• 805-9854754425 | fund of funds | $16,631 GAV 2023 | 28 | 2019 to 2023 | 2019 | Harvesting | ||
| G•• I•• I•••••••• 805-8716935967, dropped 2024 | fund of funds | $0 GAV 2023 | 18 | 2019 to 2023 | 2019 | Dropped from ADV | ||
| F••••••••• C••••••• 805-6174185173, dropped 2024 | fund of funds | $0 GAV 2023 | 16 | 2019 to 2023 | 2019 | Dropped 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.
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
- K•••••• R••• B••••••••• Chief Investment Officer since 2017-03 also on pe
- R••••• J••••• H••••• Managing Principal since 2022-05 also on pe
- L••••• R••• F••• Senior Managing Director since 2022-05 also on pe
- E••••• J••••• B••• Chairman since 2022-05 also on pe
- H•••• J••••• G••• Vice President Operations since 2022-11 also on pe
- J•••••• H••••••• P••••• Executive Director, Integration Strategies since 2023-10 also on pe
- B•••• J••••• D••••• Chief Compliance Officer since 2024-05 also on pe
- C••••• S••••••••• D•••••• Chief Growth Officer / Chief Executive Officer since 2024-09 also on pe
What is changing?
- Vehicle dropped from ADV Mar 29, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 29, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 31, 2021 (observed) ••• Locked
- Vehicle first reported Oct 11, 2019 (observed) ••• Locked
- Vehicle first reported Oct 11, 2019 (observed) ••• Locked
Full timeline · 14 eventsShow fewer
- Vehicle first reported Oct 11, 2019 (observed) ••• Locked
- Vehicle first reported Oct 11, 2019 (observed) ••• Locked
- Vehicle first reported Oct 11, 2019 (observed) ••• Locked
- Vehicle first reported Oct 11, 2019 (observed) ••• Locked
- Vehicle first reported Oct 11, 2019 (observed) ••• Locked
- Vehicle first reported Oct 11, 2019 (observed) ••• Locked
- Vehicle first reported Oct 11, 2019 (observed) ••• Locked
- Vehicle first reported Oct 11, 2019 (observed) ••• Locked
- First ADV filing on the tape Mar 29, 2012 (observed) ••• Locked
Across DFXHow records are bridgedBridged 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.
Not yet on record: properties held, institutional LPs.