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S•• G•••• L••

Debt real estate managerSEC-registered adviserunder $1B· West Palm Beach, Florida

Debt real estate manager, based in West Palm Beach, Florida, reporting $58.0M of real estate gross assets across 1 vehicle.

Composed from this manager's Form ADV filings and classification.

Real estate GAV
$58.0M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
1
Form ADV, Schedule D 7.B.(1)
Properties held
Not established
Institutional LPs
Not established
Vehicles (1)
As of · the latest Form ADV filing; property activity carries its own dates
Why this matters
Identifiers, size band and strategyCRD 330219 · SEC 801-130704Show
CRD 330219SEC 801-130704under $1BDebtForm ADV on IAPD
What capital do they manage?
Real estate GAV
$58M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
1 current, 1 ever, 0 dropped0 feeders, 0 funds of funds
First on the tape
2024the extract starts in 2011; an earlier history is not visible
Latest filing
Jun 24, 2024registered adviser
Adviser RAUM
$58.0Mthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 1
What do they say they do?
stated by the manager
Strategy
Debt
Operator model
Debt managerbasis: stated
Property types
Land, Net lease, Mixed use, Senior housing, Other, Otherbasis: stated
Markets
Southern United States, North Carolina, South Carolinabasis: stated
Business kind (site)
REAL_ESTATE_MANAGER
In the manager’s own words
  • Debt: “Southern Realty Trust is a dedicated institutional real estate lender, with a team of professionals with years of extensive experience in the Southern U.S. market.”
  • Special situations: “Other Special Situations”
  • Distressed: “Non-Performing Loans”
  • Land: “Asset Class: Land”
  • Net lease: “Asset Class: Net Lease / Credit Tenant”
  • Mixed use: “Asset Class: Mixed-use”
  • Senior housing: “seven floors dedicated to senior housing”
  • Other: “For-Sale Condominiums”
  • Other: “Select Specialty-Use”
  • Southern United States: “capital solutions to commercial real estate markets in the Southern United States.”
  • North Carolina: “North Carolina”
  • South Carolina: “South Carolina”
Vehicles
1 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
S••••••• R••••• T•••• I•••
805-7437533339
fund$58M GAV 202462024* to 2024unknownUnknown
What do they actually own?
0 trusted of 1 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
  • S•••• R••••••••, New Orleans, LA (net lease / credit tenant) “••• Locked”
  • S••••• M••••••• R••••, Huerfano County, CO (land) “••• Locked”
  • C••••••••• P•••••••, Doral & Palm Springs, FL (industrial) “••• Locked”
  • L•••• a•• S•••••••, M••••, FL (residential) “••• Locked”
  • E•••• M•••• A•••••••••, M••••, FL (residential) “••• Locked”
  • S•••• • R••, Fort Lauderdale, FL (residential) “••• Locked”
  • P•••••• N•••••••, Palm Beach Gardens, FL (residential) “••• Locked”
  • A•••• • L••••, Sarasota, FL (residential) “••• Locked”
  • M•••••••• P•••••••, Aventura, FL (mixed-use) “••• Locked”
  • T•• T••••••• H••••, San Antonio, TX (hospitality) “••• Locked”
  • P•••••• R•••••, Houston, TX (mixed use) “••• Locked”
  • J•••• B•••••••, Austin, TX (residential) “••• 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
  • L•••••• M••• T••••••••• Manager since 2023-10
  • B•••• H••••• S•••••• President since 2024-01
  • A••• L•• K•• Chief Compliance Officer since 2024-05 also on vc
What is changing?
  • Vehicle first reported Mar 15, 2024 (observed) ••• Locked
  • First ADV filing on the tape Mar 15, 2024 (observed) ••• Locked
Across DFX