DFX Intelligence
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D•••••••• W••••• A•••••••• L••
Real estate managerExempt reporting adviserunder $1B· South Jordan, Utah
Real estate manager, based in South Jordan, Utah, reporting $21.8M 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
- Real estate GAV
- $21.8M
- Current vehicles
- 1
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
Why this matters
- Graphs 2
Identifiers, size band and strategyCRD 286383 · SEC 802-131661ShowHide
What capital do they manage?
- Real estate GAV
- $22M 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
How the GAV is measured, and the filing detailShowHide
- First on the tape
- 2017the extract starts in 2011; an earlier history is not visible
- Latest filing
- Nov 19, 2024exempt reporting adviser
- Fund types on the latest filing
- Real Estate Fund 1, Private Equity Fund 2
- 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
- not stated
- Markets
- not stated
- Business kind (site)
- Other
- Parent
- Aon
Vehicles
1 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| F•••••••• a• F•••••• G••• F••• I• L• 805-5867376701 | fund | $22M GAV 2024 | 22 | 2022 to 2024 | 2022 | Deploying |
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.
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
- B•••• R••••• S•••••••• Director since 2009-01 also on pe
- E••••• G••••• O••••••• Director since 2015-02 also on pe
- V••••••• E• C••• M•• Director since 2017-07 also on pe
- R•••• W•••• T••••• Compliance Manager since 2021-01 also on pe
What is changing?
- Vehicle first reported May 5, 2022 (observed) ••• Locked
- First ADV filing on the tape Apr 5, 2017 (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.