DFX Intelligence
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C•••••• I••••••••• L••
Real estate managerNot current: last filed 2023SEC-registered adviser· Atlanta, Georgia
Real estate manager, based in Atlanta, Georgia, last reporting $563M of real estate gross assets across 1 vehicle.
Composed from this manager's Form ADV filings and classification.
As of · the latest Form ADV filing; property activity carries its own dates
- Last reported GAV
- $563M
- Current vehicles
- None
- Properties held
- 2
Form ADV, Schedule D, real estate vehicles summed
Form ADV, Schedule D 7.B.(1)
Deeds, filings and the manager's own site, bound to its vehicles
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 316884 · SEC 801-122989ShowHide
What capital do they manage?
- Real estate GAV
- $563M GAV 2023sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 0 current, 1 ever, 0 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShowHide
- First on the tape
- 2021the extract starts in 2011; an earlier history is not visible
- Latest filing
- Oct 20, 2023registered adviser
- Adviser RAUM
- $563Mthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 1
- Latest vintage
- 2022from 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
- unknown
- Property types
- Multifamilybasis: vehicle names
- Markets
- not stated
Vehicles
1 on Form ADV
No vehicles match.
1 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| C•••••• M••••••••• V•••••• V••• L• 805-8532298595 | fund | $563M GAV 2023 | 24 | 2022 to 2023 | 2022 | Deploying |
What do they actually own?
2 trusted of 7 candidate bindings
| Owner entity | Vehicle | Properties held | Loans | Evidence |
|---|---|---|---|---|
| H• A•••• O•••• L•• FL, multifamily 10+ units | manager only | 1 assessed $52.4M | Address and agent owner's tax-bill address is the manager's headquarters to the suite or floor | |
| P••• P•••• V•••• S••••• O•••• FL, multifamily 10+ units | manager only | 1 assessed $27.3M | Corporate filing sunbiz principal address hq suite |
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
- M•••••• P•••••• C•••••• Owner since 2012-08
- D•••• J••• P•••• President, Chief Operating Officer since 2021-08
- M•••••• A•• J•••• Chief Financial Officer since 2021-08
- E••• J••••• K••••••••• Chief Compliance Officer since 2022-06 also on pe
What is changing?
- Vehicle first reported Mar 30, 2022 (observed) ••• Locked
- First ADV filing on the tape Dec 4, 2021 (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: institutional LPs.