DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Commonfund Realty, Inc.

Former SEC-registered adviserWilton, ConnecticutCRD 110693SEC 801-54794IAPD
Latest filing Sep 28, 2015
First filing on the tape Mar 30, 2012 · 9 filings
RAUM
$324,875
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
0
0 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
1
$324,875 gross assets
History
9 filings and snapshots on the tape
RAUM$324,875 as of Sep 28, 2015
Sep 28, 2012$306M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Sep 28, 2015
Sep 28, 20120 then
Employees (5.A)0 as of Sep 28, 2015
Sep 24, 20133 then
Private funds1 as of Sep 28, 2015
Sep 28, 20121 then
RAUM -81% over the last fiscal year-90% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 28, 2015; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$324,875derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
-81%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed fees, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehicles, otherreportedItem 5.G
Custody
$324,875, 1 clientsreportedItem 9.A
Ownership
controlled by a public reporting companyderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$324,875 for 1 clientsreported
Compensation
% of AUM, fixed, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Commonfund Realty Partners, LPReal Estate Fund$324,87512Mar 30, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • Patrick Brian Doohan · Chief Compliance Officercontrol
        since 03/2015 · owns less than 5%
      • Ann Catherine Keating · Chair; President And Chief Executive Officer, The Common Fund For Nonprofit Organizationscontrol
        since 02/2015 · owns less than 5%
      • Lawrence Peter Kirby · Treasurercontrol
        since 06/2011 · owns less than 5%
      • Lyndon E Tefft · Directorcontrol
        since 08/2012 · owns less than 5%
      Entity owners
      • Commonfund Holding Company · Delaware Corporation; Sole Shareholder
        direct · owns 75% or more
      • The Common Fund For Nonprofit Organizations · Sole Shareholder Of Commonfund Holding Company
        indirect · owns 75% or more of Commonfund Holding Company, Inc.
      Related persons
      Schedule D 7.A
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 2 to 1
        Mar 11, 2015 to Sep 28, 2015
      • Advisory employees · 2 to 0
        Mar 11, 2015 to Sep 28, 2015
      • BD registered reps · 2 to 0
        Mar 11, 2015 to Sep 28, 2015
      • Assets in custody · $1.7M to $324,875
        Mar 11, 2015 to Sep 28, 2015
      • Employees · 3 to 0
        Mar 11, 2015 to Sep 28, 2015
      • Discretionary RAUM · $1.7M to $324,875
        Mar 11, 2015 to Sep 28, 2015
      • RAUM · $1.7M to $324,875
        Mar 11, 2015 to Sep 28, 2015
      • Advisory employees · 3 to 2
        Sep 24, 2013 to Sep 29, 2014
      • Assets in custody · $28.0M to $1.7M
        Sep 24, 2013 to Sep 29, 2014
      • Discretionary RAUM · $28.0M to $1.7M
        Sep 24, 2013 to Sep 29, 2014
      • RAUM · $28.0M to $1.7M
        Sep 24, 2013 to Sep 29, 2014
      • Advisory employees · unset to 3.0
        Sep 28, 2012 to Sep 24, 2013
      • BD registered reps · unset to 2.0
        Sep 28, 2012 to Sep 24, 2013
      • Assets in custody · $306M to $28.0M
        Sep 28, 2012 to Sep 24, 2013
      • Employees · unset to 3.0
        Sep 28, 2012 to Sep 24, 2013
      • Discretionary RAUM · $306M to $28.0M
        Sep 28, 2012 to Sep 24, 2013
      • RAUM · $306M to $28.0M
        Sep 28, 2012 to Sep 24, 2013
      • Advisory activities · 1 to 2
        Mar 30, 2012 to Sep 28, 2012
      • Assets in custody · $331M to $306M
        Mar 30, 2012 to Sep 28, 2012
      • Discretionary RAUM · $331M to $306M
        Mar 30, 2012 to Sep 28, 2012
      • RAUM · $331M to $306M
        Mar 30, 2012 to Sep 28, 2012
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026
      Across the graphs

      Commonfund Realty, Inc. is the same institution as 1 record in Real Estate Funds.

      Real Estate Funds1

      Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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