DFX Intelligence
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Manager
J•••• S••••• I••••••••• P•••••••• L••
What capital do they manage?
- Real estate GAV
- $93M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 2 current, 2 ever, 0 dropped0 feeders, 0 funds of funds
- First on the tape
- 2021the extract starts in 2011; an earlier history is not visible
- Latest filing
- Apr 1, 2024exempt reporting adviser
- Fund types on the latest filing
- Real Estate Fund 2
- Latest vintage
- 2024from 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
- Operator with outside capitalbasis: stated
- Property types
- Multifamilybasis: stated
- Markets
- Northeast and Mid-Atlantic United States, Connecticut, Maine, Massachusetts, New Hampshire, New York, Pennsylvania, Rhode Island, Virginiabasis: stated
- Business kind (site)
- REAL_ESTATE_MANAGER
- AUM in its own words
- ••• Lockedthe manager's statement, not a DFX figure
In the manager’s own words
- Value add: “Drawing on our co-founders’ private equity and venture capital expertise, we apply value investing principles to multifamily real estate.”
- Multifamily: “Our portfolio consists of 30 multifamily assets.”
- Northeast and Mid-Atlantic United States: “J•••• S••••• is a disciplined and experienced multifamily investor in the Northeast and Mid-Atlantic regions of the United States.”
- Connecticut, Maine, Massachusetts, New Hampshire, New York, Pennsylvania, Rhode Island, Virginia: “J•••• S••••• operates in Connecticut, Maine, Massachusetts, New Hampshire, New York, Pennsylvania, Rhode Island, and Virginia.”
Vehicles
2 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| J•••• S••••• I••••••••• F••• I• L••• 805-6132079706 | fund | $50M GAV 2024 | 51 | 2021* to 2024 | unknown | Investing | |||
| J•••• S••••• I••••••••• F••• I•• L••• 805-4139879509 | fund | $44M GAV 2024 | 39 | 2024 to 2024 | 2024 | Unknown |
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
- 1••• G••••• F•••• (multifamily) “••• Locked”
- A••• F•••••••• M•••• (multifamily) “••• Locked”
- C••••••••• C••••••• (multifamily) “••• Locked”
- K•••••• F•••• (multifamily) “••• Locked”
- T••• W••• A• H••••• H•••• (multifamily) “••• Locked”
- W•••••• T•••••• (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?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
- E••• J•••• Co-Trustee since 2003-09
- N••••• K•••• Managing Trustee since 2003-09
- A•••• K•••• Co-Trustee since 2003-09
- D••• H•••••• Co-Trustee since 2003-09
- M•••••• G••••• F•••••• Founder/Chief Executive Officer since 2014-10
- Y••••• W••• Sole Member since 2015-12
- M•••••• F•••• R•••••• Co-Founder/Chief Information Officer since 2016-02
What is changing?
- Vehicle first reported Apr 1, 2024 (observed) ••• Locked
- Vehicle first reported Apr 1, 2021 (observed) ••• Locked
- First ADV filing on the tape Apr 1, 2021 (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.