DFX Intelligence
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A•••••• C•••••• M••••••••• L••
Value add real estate managerSEC-registered adviser$1B to $5B· Irvine, California
Value add real estate manager, based in Irvine, California, reporting $3.8B of real estate gross assets across 9 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
- $3.8B
- Current vehicles
- 9
- Properties held
- 21
- Institutional LPs
- 1
Form ADV, Schedule D, real estate vehicles summed
Form ADV, Schedule D 7.B.(1)
Deeds, filings and the manager's own site, bound to its vehicles
Pension and endowment disclosures
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 172704 · SEC 801-80398ShowHide
What capital do they manage?
- Real estate GAV
- $3.8B GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 9 current, 12 ever, 3 dropped4 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShowHide
- First on the tape
- 2014the extract starts in 2011; an earlier history is not visible
- Latest filing
- Mar 28, 2024registered adviser
- Adviser RAUM
- $3.8Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 9
- 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
- Hybridbasis: stated
- Property types
- Multifamilybasis: stated
- Markets
- United States, Northern California, Southern California, Colorado, Connecticut, District of Columbia, Florida, Illinoisbasis: stated
- Business kind (site)
- Real estate manager
In the manager's own words21 quotesShowHide
- Value add: “A•••••• ® is an investment firm that acquires, owns, renovates, and operates affordable, workforce, and value-oriented apartment communities across the U.S.”
- Value add: “A•••••• takes a holistic approach to its strategy of acquiring and redeveloping affordable, workforce, and primary rental housing.”
- Core income: “Build durable current income and cash flow for our investors”
- Multifamily: “A•••••• ® is an investment firm that acquires, owns, renovates, and operates affordable, workforce, and value-oriented apartment communities across the U.S.”
- United States: “A•••••• ® is an investment firm that acquires, owns, renovates, and operates affordable, workforce, and value-oriented apartment communities across the U.S.”
- Northern California: “Northern California Acclaim at Arden Terrace”
- Southern California: “Southern California Acclaim at Baldwin Village”
- Colorado: “Colorado Ascent”
- Connecticut: “Connecticut Acclaim at Cheshire”
- District of Columbia: “District of Columbia Affinity at 2M Street”
- Florida: “Florida Academy at Waterford Lakes”
- Illinois: “Illinois Academy at Drexel Court”
- Maryland: “Maryland Acclaim at Germantown”
- Massachusetts: “Massachusetts Logo Apartments”
- Michigan: “Michigan Cameron Court”
- New Jersey: “New Jersey Centennial Court”
- New York: “New York 3• S•••• A•••”
- North Carolina: “North Carolina Arbors at Cary”
- Texas: “Texas Acclaim at South Congress”
- Virginia: “Virginia Acclaim at Alexandria”
- Washington: “Washington Maple Crossing”
Vehicles
12 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| A•••••• A••••••••• H•••••• I•• L•• 805-9994389484 | master | $1.2B GAV 2024 | 37 | 2020 to 2024 | 2020 | Investing | ||
| A•••••• A••••••••• H•••••• R••••••••• F•••• L••• 805-8355092484 | fund | $1.0B GAV 2024 | 21 | 2022 to 2024 | 2022 | Deploying | ||
| A•••••• A••••••••• H•••••• I••• L•• 805-9759303231 | master | $692M GAV 2024 | 21 | 2017 to 2024 | 2017 | Harvesting | 1 | |
| A•••••• A••••••••• H•••••• R••••••••• P••••••• F•••• L••• 805-1853982491 | feeder | $419M GAV 2024 | 6 | 2022 to 2024 | 2022 | Raising | ||
| A•••••• A••••••••• H•••••• I••• S••• ••••••••• 805-5811120773 | feeder | $236M GAV 2024 | 3 | 2021 to 2024 | 2021 | Investing |
All 9 current vehiclesShow fewerlargest GAV first
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| A•••••• A• I• C•••••••• 1• L••• 805-3794880046 | co-investment | $88M GAV 2024 | 2 | 2023 to 2024 | 2023 | Investing | ||
| A•••••• A••••••••• H•••••• I••• S••• ••••••••• 805-2676656220 | feeder | $84M GAV 2024 | 2 | 2021 to 2024 | 2021 | Investing | ||
| A•••••• I•• N• C••••••••• F•••• L•• 805-9745386614 | co-investment | $65M GAV 2024 | 2 | 2018 to 2024 | 2018 | Harvesting | 1 | |
| A•••••• A••••••••• H•••••• P••••••• F••• I••• L•• 805-3790592496 | feeder | $43M GAV 2024 | 3 | 2018 to 2024 | 2018 | Mature |
3 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| A•••••• A••••••••• H•••••• I•• L•• 805-4328957879, dropped 2022 | fund | $495M GAV 2021 | 17 | 2014* to 2021 | unknown | Dropped from ADV | ||
| A•••••• A••••••••• H•••••• I• L•• 805-1260904526, dropped 2022 | master | $335M GAV 2021 | 4 | 2014* to 2021 | unknown | Dropped from ADV | ||
| A•••••• I• S••• C••••••••• F•••• L•• 805-1746993310, dropped 2022 | co-investment | $55M GAV 2021 | 1 | 2017 to 2021 | 2017 | Dropped from ADV |
What do they actually own?
7 trusted of 9 candidate bindings
| Owner entity | Vehicle | Properties held | Loans | Evidence |
|---|---|---|---|---|
| E••• L••• P••••••• L•• FL, multifamily 10+ units | manager only | 1 assessed $31.7M | Address and agent owner's tax-bill address is the manager's headquarters to the suite or floor | |
| A•••••• M••••• V•••••• L•• MA, subsd housing s- 8 | manager only | 1 assessed $24.1M | Address and agent owner's tax-bill address is the manager's headquarters to the suite or floor | |
| A•••••• L••• L•• MA, res /commercial use | manager only | 6 assessed $13.9M | Address and agent owner's tax-bill address is the manager's headquarters to the suite or floor | |
| S•••• T•••• P••••••• L•• FL, multifamily 10+ units | manager only | 1 assessed $8.6M | Address and agent owner's tax-bill address is the manager's headquarters to the suite or floor | |
| A••••• S••••••• Y••• A• IL, incentive (class 915) | manager only | 1 | Name only mailing hq suite address only | |
| A•••••• D••••• L•• IL, incentive (class 991) | manager only | 1 | Address and agent mailing hq building suited | |
| A•••••• S••••••• Y••• IL, incentive (class 915), incentive (class 990) | manager only | 10 | Address and agent mailing hq building suited |
Properties the manager names on its site
- W••••••••• W••••, Kissimmee, FL (multifamily) “••• Locked”
- V••••••• P••• a• E••••••••, E••••••••, MD (multifamily) “••• Locked”
- A•••• C••••••••, Berkeley, CA (multifamily) “••• Locked”
- 3• S•••• A•••, 3• S•••• A•••, New York (multifamily) “••• Locked”
- 5•• C•••••• A•••, 5•• C•••••• A•••, New York (multifamily) “••• 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, 2 rows
- N•• Y••• S•••• C••••• R••••••••• F••• in A•••••• A••••••••• H•••••• I•• exact_name$54.1M fair value, as of Mar 31, 2025 osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• in A•••••• I•• N• C••••••••• F••• exact_name$8.2M fair value, as of Mar 31, 2025 osc.ny.gov
People
Form ADV Schedule A, latest filing
- G••••••• L••••••• S•••• Trustee since 2001-06
- J••• S•••••• H••••••• Trustee since 2001-06
- D•••••• C•••••• N••• Trustee since 2007-01
- J••• R•••••• W••••••• President, Chief Investment Officer, And Chief Operating Officer since 2012-06
- R••••• W••••• W••••• Chief Financial Officer since 2018-12
- D•••• J••••• C••••• Trustee since 2019-04
- D••••• S• G•••• Trustee since 2019-08
- J•• N•• S••••••• Chief Compliance Officer since 2021-01
What is changing?
- Vehicle first reported Mar 31, 2023 (observed) ••• Locked
- Vehicle dropped from ADV Mar 31, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 31, 2022 (observed) ••• Locked
- Vehicle first reported Mar 31, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Mar 31, 2022 (observed) ••• Locked
Full timeline · 16 eventsShow fewer
- Vehicle first reported Mar 31, 2022 (observed) ••• Locked
- Vehicle first reported Mar 31, 2021 (observed) ••• Locked
- Vehicle first reported Mar 31, 2021 (observed) ••• Locked
- Vehicle first reported Mar 30, 2020 (observed) ••• Locked
- Vehicle first reported Mar 28, 2018 (observed) ••• Locked
- Vehicle first reported Mar 28, 2018 (observed) ••• Locked
- Vehicle first reported Mar 31, 2017 (observed) ••• Locked
- Vehicle first reported Mar 31, 2017 (observed) ••• Locked
- First ADV filing on the tape Sep 22, 2014 (observed) ••• Locked
- Vehicle first reported Sep 22, 2014 (observed) ••• Locked
- Vehicle first reported Sep 22, 2014 (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.