DFX Intelligence
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What capital do they manage?
- Real estate GAV
- $274M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 5 current, 11 ever, 6 dropped0 feeders, 9 funds of funds
- First on the tape
- 2013the extract starts in 2011; an earlier history is not visible
- Latest filing
- Apr 1, 2024registered adviser
- Adviser RAUM
- $473Mthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 5
- Latest vintage
- 2020from 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
- Fund managerbasis: stated
- Property types
- not stated
- Markets
- United Statesbasis: stated
- Business kind (site)
- OTHER
- AUM in its own words
- ••• Lockedthe manager's statement, not a DFX figure
In the manager’s own words
- United States: “C••••••• T•• C••••• A••••••• is a leading advisor to tax credit investors and developers nationwide.”
Vehicles
11 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| C••••••• S•••••••• H••••••• F••• I• L•••••• P••••••••• 805-4819798231 | fund of funds | $174M GAV 2024 | 1 | 2020 to 2024 | 2020 | Investing | |||
| C••••••• S•••••••• H••••••• F••• I• L•••••• P••••••••• 805-6264361648 | fund of funds | $51M GAV 2024 | 1 | 2019 to 2024 | 2019 | Mature | |||
| C••••••• W•••• O•• H••••••• F••• I• L•••••• P••••••••• 805-5772886378 | fund of funds | $26M GAV 2024 | 1 | 2019 to 2024 | 2019 | Mature | |||
| C••••••• Y••••••••• H••••••• F••• I• L•••••• P••••••••• 805-8023667279 | fund of funds | $18M GAV 2024 | 1 | 2015 to 2024 | 2015 | Investing | |||
| C••••••• S•••••••• M• H••••••• F••• I• L•••••• P••••••••• 805-7719586117 | fund of funds | $6M GAV 2024 | 1 | 2019 to 2024 | 2019 | Mature |
6 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| C••••••• H••••••• T•• C••••• F••• I• L•••••• P••••••••• 805-2638408164, dropped 2024 | fund of funds | $3M GAV 2023 | 1 | 2015 to 2023 | 2015 | Dropped from ADV | Debt | ||
| C••••••• 2••• H••••••• T•• C••••• F••• I• L•••••• P••••••••• 805-5369725555, dropped 2023 | fund | $1M GAV 2022 | 1 | 2015 to 2022 | 2012 | Dropped from ADV | Debt | ||
| C••••••• 2••• H••••••• T•• C••••• F••• I• L•••••• P••••••••• 805-1935965907, dropped 2023 | fund of funds | $1M GAV 2022 | 1 | 2015 to 2022 | 2010 | Dropped from ADV | Debt | ||
| C••••••• 2••• H••••••• T•• C••••• F••• I• L•••••• P••••••••• 805-4999454767, dropped 2023 | fund of funds | $947,347 GAV 2022 | 1 | 2015 to 2022 | 2011 | Dropped from ADV | Debt | ||
| C••••••• 2••• H••••••• T•• C••••• F••• L•••••• P••••••••• 805-3763791613, dropped 2023 | fund of funds | $421,697 GAV 2022 | 1 | 2015 to 2022 | 2010 | Dropped from ADV | Debt | ||
| C••••••• 2••• H••••••• T•• C••••• F••• I• L•••••• P••••••••• 805-4385436887, dropped 2023 | fund | $126,223 GAV 2022 | 1 | 2015 to 2022 | 2013 | Dropped from ADV | Debt |
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
- E••• H••• D•••••• Member since 2006-03
- J•••• E••••• D•••••• Cco since 2020-10
What is changing?
- Vehicle dropped from ADV Apr 1, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2023 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2023 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2023 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2023 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2023 (observed) ••• Locked
- Vehicle first reported Mar 31, 2020 (observed) ••• Locked
- Vehicle first reported Mar 30, 2019 (observed) ••• Locked
- Vehicle first reported Mar 30, 2019 (observed) ••• Locked
- Vehicle first reported Mar 30, 2019 (observed) ••• Locked
- Vehicle first reported Mar 31, 2015 (observed) ••• Locked
- Vehicle first reported Mar 31, 2015 (observed) ••• Locked
- Vehicle first reported Mar 31, 2015 (observed) ••• Locked
- Vehicle first reported Mar 31, 2015 (observed) ••• Locked
- Vehicle first reported Mar 31, 2015 (observed) ••• Locked
- Vehicle first reported Mar 31, 2015 (observed) ••• Locked
- Vehicle first reported Mar 31, 2015 (observed) ••• Locked
- First ADV filing on the tape Feb 12, 2013 (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.