DFX Intelligence
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T•• W•••••••• G••••
Real estate managerSEC-registered adviserunder $1B· Boston, Massachusetts
Real estate manager, based in Boston, Massachusetts, reporting $6.0M of real estate gross assets across 4 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
- $6.0M
- Current vehicles
- 4
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 163370 · SEC 801-126185ShowHide
What capital do they manage?
- Real estate GAV
- $6M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 4 current, 5 ever, 1 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
- May 28, 2024registered adviser
- Adviser RAUM
- $213Mthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 4, Private Equity Fund 11
- Latest vintage
- 2023from 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
- Operator with outside capitalbasis: stated
- Property types
- not stated
- Markets
- not stated
- Business kind (site)
- Private equity
Vehicles
5 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| W••••••••• P•••••••• L• 805-9069615850 | master | $2M GAV 2024 | 36 | 2023 to 2024 | 2023 | Investing | ||
| O•••••• R••••• L•• 805-4302831720 | fund | $2M GAV 2024 | 33 | 2016 to 2024 | 2016 | Mature | ||
| F••••••••• W•••• R••••• I• L• 805-3578066099 | master | $1M GAV 2024 | 24 | 2019 to 2024 | 2019 | Mature | ||
| F••••••••• W•••• R••••• I•• L• 805-1142209827 | master | $1M GAV 2024 | 10 | 2019 to 2024 | 2019 | Mature |
1 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| W•••••••• R•••••• L•• 805-8517254475, dropped 2016 | fund | $4M GAV 2015 | 25 | 2012* to 2015 | unknown | Dropped from ADV |
What do they actually own?
0 trusted of 3 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
- S••••• E••••• K•••• Managing Member since 2002-03 also on pe
- J•••• K•••• President And Chief Operating Officer since 2016-08 also on pe
- B••••••• P•••••• P•••••• Chief Compliance Officer, Senior Partner since 2022-07 also on pe
What is changing?
- Vehicle first reported Mar 30, 2023 (observed) ••• Locked
- Vehicle first reported Mar 29, 2019 (observed) ••• Locked
- Vehicle first reported Mar 29, 2019 (observed) ••• Locked
- Vehicle dropped from ADV Mar 16, 2016 (observed) ••• Locked
- Vehicle first reported Mar 16, 2016 (observed) ••• Locked
Full timeline · 7 eventsShow fewer
- Vehicle first reported Mar 27, 2012 (observed) ••• Locked
- First ADV filing on the tape Mar 27, 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.