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Manager

C•••••• I••••••••• C••••••• L••

CRD 322164SEC 801-130812Winter Park, FLc•••••••••.comunder $1BUnclassified
Form ADV on IAPD
What capital do they manage?
Real estate GAV
$98M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
15 current, 16 ever, 1 dropped0 feeders, 2 funds of funds
First on the tape
2022the extract starts in 2011; an earlier history is not visible
Latest filing
Sep 23, 2024registered adviser
Adviser RAUM
$161Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 15, Venture Capital Fund 8
Latest vintage
2024from 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
Multifamily, Self storage, Single-family rental, Other, Industrial, Retailbasis: stated
Markets
Southeast United States, Florida, Georgia, North Carolina, Texas, Coloradobasis: stated
Business kind (site)
PRIVATE_EQUITY
In the manager’s own words
  • Distressed:Distressed Assets
  • Multifamily:Multi-family
  • Self storage:Self-Storage
  • Single-family rental:B••••-For-R••• (BTR/SFBFR)
  • Other:Boat & RV Storage
  • Industrial:Last-M••• Industrial
  • Retail:Essential Retail
  • Senior housing:Assisted Living
  • Southeast United States:Our primary focus in today’s market is on the following demand-driven asset classes in the Southeast region of the United States
  • Florida:M•••••• S••••• - Multifamily - 272 Units - Pensacola, FL
  • Georgia:M•••••• O••••••••• - Multifamily - 240 Units - Savannah, GA
  • North Carolina:M•••••• A••• - Multifamily - 218 Units - Raleigh, NC
  • Texas:E••••• G•••• • B•••• F•• R••• - 332 Units - Fort Worth, TX
  • Colorado:E••••• G•••• • B•••• F•• R••• - 228 Units - Colorado Springs
Vehicles
16 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
C•••••• R••• E••••• F••• V•••• L••
805-9717431222
fund of funds$13M GAV 2024452022 to 20242022Investing
C•••••• R••• E••••• F••• I•• L••
805-7142509474
fund$11M GAV 2024692023 to 20242023Investing
C•••••• R••• E••••• F••• V•• L••
805-2822950323
fund$11M GAV 2024812022 to 20242022Investing
C•••••• R••• E••••• F••• I••• L••
805-2051572126
fund$10M GAV 2024672022* to 2024unknownInvesting
C•••••• R••• E••••• F••• I•• L••
805-6421853634
fund$8M GAV 2024192022* to 2024unknownInvesting
C•••••• R••• E••••• F••• X•• L••
805-6983517578
fund$7M GAV 2024502024 to 20242024Unknown
C•••••• R••• E••••• F••• V• L••
805-5396642023
fund$7M GAV 2024492022* to 2024unknownInvesting
C•••••• R••• E••••• F••• X•••• L••
805-5737184489
fund$6M GAV 2024492024 to 20242024Unknown
C•••••• R••• E••••• F••• X•• L••
805-4394887324
fund$6M GAV 2024352023 to 20242023Investing
C•••••• R••• E••••• F••• X• L••
805-7442617952
fund$5M GAV 2024242023 to 20242023Investing
C•••••• R••• E••••• F••• X••• L••
805-9432409251
fund$5M GAV 2024322024 to 20242024Unknown
C•••••• R••• E••••• F••• X••• L••
805-8423848544
fund$3M GAV 2024222024 to 20242024Unknown
C•••••• R••• E••••• F••• I•• L••
805-2725496705
fund$3M GAV 2024172022* to 2024unknownInvesting
C•••••• S•••• I••••••••• F•••• L••
805-1723049619
fund$2M GAV 202492024 to 20242024Unknown
C•••••• R••• E••••• F••• I• L••
805-9064765669
fund of funds$1M GAV 202482022* to 2024unknownInvesting
1 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
C•••••• R••• E••••• F••• V••• L••
805-5360925516, dropped 2023
fund$2M GAV 2022182022 to 20222022Dropped 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
  • E••••• G•••• • B•••• F•• R•••, Colorado Springs (b•••• for r•••) ••• Locked
  • M•••••• A•••, Raleigh, NC (multifamily) ••• Locked
  • M•••••• L•••, Charlotte, NC (multifamily) ••• Locked
  • E••••• G•••• • B•••• F•• R•••, Fort Worth, TX (b•••• for r•••) ••• Locked
  • M•••••• S•••••, Pensacola, FL (multifamily) ••• Locked
  • M•••••• O•••••••••, Savannah, GA (multifamily) ••• Locked
  • M•••••• a• 1• M•••, St. Augustine, FL (multifamily) ••• Locked
  • C•••••• P••• C••••, P••• C•••• (multifamily) ••• Locked
  • M•••••• M••••••, Melbourne, FL (multifamily) ••• Locked
  • G• S•••• I•, Champions Gate, FL (self-storage) ••• Locked
  • C•••••• B••••••••, B••••••••, FL (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, 1 rows
  • H••••• F••••• F••••••••• in C•••••• R••• E••••• manager_brandno amount printed, as of Dec 31, 2024 apps.irs.gov
People
Form ADV Schedule A, latest filing
  • G•••••• M••••••• Ceo since 2014-02 also on vc
  • T•••• B••••••••• Cfo, Cco since 2014-02 also on vc
  • K•••• A••••• Coo since 2017-01 also on vc
  • T••••• J•• B••• Cio since 2022-07 also on vc
What is changing?
  • Vehicle first reported Apr 3, 2024 (observed) ••• Locked
  • Vehicle first reported Apr 3, 2024 (observed) ••• Locked
  • Vehicle first reported Apr 3, 2024 (observed) ••• Locked
  • Vehicle first reported Apr 3, 2024 (observed) ••• Locked
  • Vehicle first reported Apr 3, 2024 (observed) ••• Locked
  • Vehicle first reported Apr 4, 2023 (observed) ••• Locked
  • Vehicle first reported Apr 4, 2023 (observed) ••• Locked
  • Vehicle dropped from ADV Apr 4, 2023 (observed) ••• Locked
  • Vehicle first reported Apr 4, 2023 (observed) ••• Locked
  • Vehicle first reported Sep 13, 2022 (observed) ••• Locked
  • Vehicle first reported Sep 13, 2022 (observed) ••• Locked
  • Vehicle first reported Sep 13, 2022 (observed) ••• Locked
  • Vehicle first reported Jun 23, 2022 (observed) ••• Locked
  • Vehicle first reported Jun 23, 2022 (observed) ••• Locked
  • Vehicle first reported Jun 23, 2022 (observed) ••• Locked
  • Vehicle first reported Jun 23, 2022 (observed) ••• Locked
  • Vehicle first reported Jun 23, 2022 (observed) ••• Locked
  • First ADV filing on the tape Jun 23, 2022 (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.