DFX Intelligence
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O••••• F•••••••• G••••• L••
Not a real estate manager real estate managerSEC-registered adviserunder $1B· Carmel, Indiana
Not a real estate manager real estate manager, based in Carmel, Indiana, reporting $24.9M of real estate gross assets across 5 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
- $24.9M
- Current vehicles
- 5
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 105303 · SEC 801-20692ShowHide
What capital do they manage?
- Real estate GAV
- $25M 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, 9 ever, 3 dropped0 feeders, 0 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 19, 2024registered adviser
- Adviser RAUM
- $18Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Hedge Fund 10, Real Estate Fund 5, Other Private Fund 5, Private Equity Fund 33
- Latest vintage
- 2019from 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
- Not a real estate manager
- Operator model
- unknown
- Property types
- not stated
- Markets
- not stated
- Business kind (site)
- Wealth manager
Vehicles
9 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| R••••• S••••• R••• E••••• F••• S• 2•••••• L•• 805-6845377749 | fund | $12M GAV 2024 | 52 | 2020 to 2024 | 2019 | Deploying | ||
| R••••• S••••• O••••••••• R••• E••••• F••• H• 2•••••• L•• 805-2674630870 | fund | $8M GAV 2024 | 65 | 2018 to 2024 | 2016 | Harvesting | Opportunistic | |
| R••••• S••••• O••••••••• R••• E••••• C• L•• 805-2205180035 | fund | $4M GAV 2024 | 71 | 2016 to 2024 | 2016 | Harvesting | Opportunistic | |
| R••••• S••••• R• R••• E••••• P••••••••• F•••• L•• 805-6249397024 | fund | $180,029 GAV 2024 | 39 | 2012* to 2024 | unknown | Winding down | ||
| R••••• S••••• P•••••• R••• E••••• 2•••• L•• 805-1544771993 | fund | $68,343 GAV 2024 | 56 | 2012* to 2024 | 2008 | Winding down |
4 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| R••••• S••••• R••• A•••• P••••••••• F•••• L•• 805-2553524611, dropped 2022 | fund | $210,944 GAV 2021 | 33 | 2012* to 2021 | unknown | Dropped from ADV | ||
| S••••• R•• I••••••••• V•••• P••••••••• F•••• L•• 805-9349573690, dropped 2020 | fund | $190,411 GAV 2019 | 19 | 2012* to 2019 | unknown | Dropped from ADV | ||
| S••••• R•• P•••••• R••• E••••• P••••••••• F•••• L•• 805-2022459420, dropped 2017 | fund | $144,151 GAV 2016 | 36 | 2012* to 2016 | unknown | Dropped from ADV | ||
| R••••• S••••• C•• R••• A•••• P••••••••• F•••• L•• 805-1302787761, re-typed Private Equity Fund | fund | $48,768 GAV 2024 | 56 | 2012* to 2024 | unknown | Winding down |
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
- J•••••• H••• T•••••••• Chief Executive Officer, Chairman Of The Board since 1984-01 also on pe
- C•••••• R•••••• D•••• Corporate Director since 2007-07 also on pe
- S•• a• M••••••• Chief Talent Officer since 2011-01 also on pe
- K••••••• R• B•••• Co-Managing Partner, Corporate Director since 2018-01 also on pe
- N••••••• S••••• K•••• Corporate Director since 2021-01 also on pe
- R••••• D••• R••••• Chief Investment Officer, Co-Managing Partner, Corporate Director since 2022-01 also on pe
- D••••• J••••• F••• Corporate Director since 2023-01 also on pe
- J••••• D• B••• Chief Development Officer since 2024-04 also on pe
- B•••• D• C••••• Chief Financial Officer since 2024-10 also on pe
- M•••••• B••••• K•••• Chief Compliance Officer since 2024-11 also on pe
What is changing?
- Vehicle dropped from ADV Mar 30, 2022 (observed) ••• Locked
- Vehicle dropped from ADV Apr 28, 2020 (observed) ••• Locked
- Vehicle first reported Apr 28, 2020 (observed) ••• Locked
- Vehicle first reported Mar 30, 2018 (observed) ••• Locked
- Vehicle dropped from ADV Mar 30, 2017 (observed) ••• Locked
Full timeline · 14 eventsShow fewer
- Vehicle first reported Mar 30, 2016 (observed) ••• Locked
- Vehicle first reported Mar 29, 2012 (observed) ••• Locked
- Vehicle first reported Mar 29, 2012 (observed) ••• Locked
- First ADV filing on the tape Mar 29, 2012 (observed) ••• Locked
- Vehicle first reported Mar 29, 2012 (observed) ••• Locked
- Vehicle first reported Mar 29, 2012 (observed) ••• Locked
- Vehicle first reported Mar 29, 2012 (observed) ••• Locked
- Vehicle first reported Mar 29, 2012 (observed) ••• Locked
- GAV reading quarantined 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.