DFX Intelligence
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R••••••• I••••••••• C••••• L••
Debt real estate managerExempt reporting adviserunder $1B· Stamford, Connecticut
Debt real estate manager, based in Stamford, Connecticut, reporting $29.5M of real estate gross assets across 3 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
- $29.5M
- Current vehicles
- 3
- Properties held
- Not established
- Institutional LPs
- Not established
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
What we can say about this record
No acquisition, sale, financing, near maturity or recent vintage is on record for this manager in the last year. It is still the right record for resolving this manager, its vehicles and its holdings.
Identifiers, size band and strategyCRD 163707 · SEC 802-76124ShowHide
What capital do they manage?
- Real estate GAV
- $30M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 3 current, 8 ever, 5 dropped0 feeders, 0 funds of funds
- First on the tape
- 2012the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 29, 2024exempt reporting adviser
- Fund types on the latest filing
- Real Estate Fund 3
- 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
- Debt
- Operator model
- Debt managerbasis: stated
- Property types
- Multifamily, Industrial, Other, Mixed use, Manufactured housing, Landbasis: stated
- Markets
- Nationwide, NY Metro, Mid-Atlantic, Southeast, Gulf Coastbasis: stated
- Business kind (site)
- REAL_ESTATE_MANAGER
- AUM in its own words
- $15M+ Active AUM (ROSS)the manager's statement, not a DFX figure
In the manager’s own words
- Debt: “Institutional-grade private credit and deal origination for middle-market commercial real estate.”
- Special situations: “Note purchases, rescue capital, maturity extensions, and recapitalizations for assets facing operational, market, or structural complexity.”
- Development: “Ground-up and renovation financing for multifamily, workforce housing, and educational facilities underwritten to stabilized value.”
- Multifamily: “Multifamily · Industrial · C•••••• / Educational · Mixed-Use · Mobile Home Parks · Pre-Development Land”
- Industrial: “Multifamily · Industrial · C•••••• / Educational · Mixed-Use · Mobile Home Parks · Pre-Development Land”
- Other: “Multifamily · Industrial · C•••••• / Educational · Mixed-Use · Mobile Home Parks · Pre-Development Land”
- Mixed use: “Multifamily · Industrial · C•••••• / Educational · Mixed-Use · Mobile Home Parks · Pre-Development Land”
- Manufactured housing: “Multifamily · Industrial · C•••••• / Educational · Mixed-Use · Mobile Home Parks · Pre-Development Land”
- Land: “Multifamily · Industrial · C•••••• / Educational · Mixed-Use · Mobile Home Parks · Pre-Development Land”
- Nationwide: “Nationwide · Active in NY Metro, Mid-Atlantic, Southeast, and Gulf Coast markets · No hard geographic constraints”
- NY Metro: “Active in NY Metro, Mid-Atlantic, Southeast, and Gulf Coast markets”
- Mid-Atlantic: “Active in NY Metro, Mid-Atlantic, Southeast, and Gulf Coast markets”
- Southeast: “Active in NY Metro, Mid-Atlantic, Southeast, and Gulf Coast markets”
- Gulf Coast: “Active in NY Metro, Mid-Atlantic, Southeast, and Gulf Coast markets”
Vehicles
8 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| R••••••• S•••••• S••••••••• F••• I• L• 805-2890124921 | fund | $16M GAV 2024 | 43 | 2023 to 2024 | 2023 | Deploying | Distressed | |
| R••••••• S•••••• H•••••• I••••••••• L•• 805-3444786325 | fund | $14M GAV 2024 | 39 | 2019 to 2024 | 2019 | Mature | ||
| R••••••• R••••• F••• I•• L•• 805-3566980701 | fund | $0 GAV 2024 | 131 | 2012* to 2024 | unknown | Winding down |
5 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| M••• I• L•• 805-3017474602, dropped 2013 | fund | $4M GAV 2012 | 30 | 2012* to 2012 | unknown | Dropped from ADV | ||
| R••••••• A••••••• A••••••••• L•• 805-8797158084, dropped 2017 | fund | $2M GAV 2016 | 17 | 2015 to 2016 | 2015 | Dropped from ADV | ||
| R••••••• R••••• F••• I••• L•• 805-9089879019, dropped 2017 | fund | $0 GAV 2016 | 122 | 2012* to 2016 | unknown | Dropped from ADV | ||
| R••••••• A• V•••••••• L•• 805-1494216486, dropped 2019 | fund | $0 GAV 2018 | 16 | 2015 to 2018 | 2015 | Dropped from ADV | ||
| R••••••• C•••••• I••••••••• L•• 805-3616317286, dropped 2024 | fund | $0 GAV 2023 | 21 | 2012* to 2023 | unknown | 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.
Properties the manager names on its site
- A•••• C•••••• S••••• ••• W• 2•••• S••••••, 530 W 215th S•••••, New York, NY (c•••••• s••••• / educational) “••• Locked”
- P••• 2•• W•••••••• S••••••, Charleston, SC (multifamily construction) “••• Locked”
- F••• M•••• M••, F••• M••••, FL (mobile home park) “••• Locked”
- 8•• B•••••••• C•••••• S•••••, 801 B••••••••, Bronx, New York (c•••••• s••••• / educational) “••• Locked”
- 1•• W•••••• A••, 1•• W•••••• A••, Edison, NJ (industrial land) “••• Locked”
- B•• M•••• A•••••••••, Kent Island, MD (multifamily + 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?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
- S•••••• D•••••• President And Chief Executive Officer since 1999-07
- P•••• S•••••••• H••••• Member since 1999-07
- M••• K•••• Chief Compliance Officer since 2022-04
What is changing?
- Vehicle dropped from ADV Mar 29, 2024 (observed) ••• Locked
- Vehicle first reported Mar 28, 2023 (observed) ••• Locked
- Vehicle first reported Mar 26, 2019 (observed) ••• Locked
- Vehicle dropped from ADV Mar 26, 2019 (observed) ••• Locked
- Vehicle dropped from ADV Mar 31, 2017 (observed) ••• Locked
- Vehicle dropped from ADV Mar 31, 2017 (observed) ••• Locked
- Vehicle first reported Mar 30, 2015 (observed) ••• Locked
- Vehicle first reported Mar 30, 2015 (observed) ••• Locked
- Vehicle dropped from ADV Jun 19, 2013 (observed) ••• Locked
- First ADV filing on the tape Mar 30, 2012 (observed) ••• Locked
- Vehicle first reported Mar 30, 2012 (observed) ••• Locked
- Vehicle first reported Mar 30, 2012 (observed) ••• Locked
- Vehicle first reported Mar 30, 2012 (observed) ••• Locked
- Vehicle first reported Mar 30, 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.
- bridged to no other DFX graph by identifier