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.
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SEC-registered adviser
D••• R••• E••••• P••••••• L•
Latest filing Mar 27, 2026
First filing on the tape Feb 13, 2012 · 30 filings
SEC status approved since Mar 30, 2012
RAUM
$1.6B
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
26
20 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
22
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$1.6B as of Mar 27, 2026
Mar 28, 2013$1.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 28, 20130 then
Employees (5.A)26 as of Mar 27, 2026
Mar 28, 201325 then
Private funds22 as of Mar 27, 2026
Mar 28, 20139 then
RAUM -25% over the last fiscal year-11% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2026; 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
- $63.5MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -25%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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.6B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 25reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
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
Private funds
26 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| D••• R••• E••••• F••• I• L• | Real Estate Fund | $833M | 60 | Mar 29, 2018 |
| D••• I•• 2••• L• | Real Estate Fund | $439M | 45 | Mar 29, 2024 |
| D••• I• I••••••••• F••••• I• L• | Real Estate Fund | $296M | 2 | Mar 27, 2020 |
| D••• I• F•••••• C•• L• | Real Estate Fund | $204M | 5 | Mar 25, 2022 |
| D••• I• B•• C•• L• | Real Estate Fund | $196M | 5 | Mar 29, 2021 |
| D••• I• R••• F••• L• | Real Estate Fund | $178M | 2 | Mar 27, 2020 |
| D••• I• I••••••••• F••• I• L• | Real Estate Fund | $170M | 2 | Mar 27, 2020 |
| D••• R••• E••••• F••• I•• L• | Real Estate Fund | $162M | 85 | Mar 28, 2013 |
| D••• I• N••• C•• L• | Real Estate Fund | $156M | 5 | Mar 25, 2022 |
| D••• R••• E••••• F••• I• L• | Real Estate Fund | $58.2M | 30 | Feb 13, 2012 |
| D••• I• I••••••••• F••••• I•• L• | Real Estate Fund | $52.0M | 1 | Mar 27, 2020 |
| D••• R••• E••••• P••••••• F••• I• L• | Real Estate Fund | $41.5M | 20 | Feb 13, 2012 |
| D••• I•• I••••••••• F••••• L• | Real Estate Fund | $36.7M | 3 | Mar 29, 2024 |
| D••• R••• E••••• P••••••• I• E•• L•• | Real Estate Fund | $32.0M | 10 | Mar 27, 2020 |
| D••• I• N• F••• L• | Real Estate Fund | $30.1M | 2 | Feb 13, 2012 |
| D••• I•• I••••••••• F••• L• | Real Estate Fund | $28.1M | 5 | Mar 26, 2015 |
| D••• R••• E••••• P••••••• I•• E•• L•• | Real Estate Fund | $17.0M | 15 | Mar 26, 2015 |
| D••• I• I••••••••• F••• L• | Real Estate Fund | $14.5M | 2 | Feb 13, 2012 |
| D••• I• S• C•• L• | Real Estate Fund | $13.6M | 15 | Mar 29, 2023 |
| D••• I•• L• C•• L• | Real Estate Fund | $1.5M | 1 | Mar 26, 2015 |
| D••• P••••••• A•• I• L• | Real Estate Fund | $923,278 | 20 | Mar 26, 2015 |
| D••• R••• E••••• F••• L• | Real Estate Fund | $909,141 | 100 | Feb 13, 2012 |
| D••• R••• E••••• P••••••• F••• L• | Real Estate Fund | $467,384 | 25 | Feb 13, 2012 |
| D••• I• C•• I• L• | Real Estate Fund | $145,673 | 15 | Jul 2, 2012 |
| D••• P••••••• A•• L•no longer reported | Real Estate Fund | $0 | 25 | Feb 13, 2012 |
| D••• I• I••••••••• F••• L•no longer reported | Real Estate Fund | $0 | 0 | Mar 29, 2019 |
Owners and control persons
Schedule A and B, latest filing
- B•••• D•••••• M•••••• · Chief Financial Officercontrolsince 01/2010 · owns less than 5%
- B••••••• J••••• A•• · Head Of Investor Relations & Executive Vice Presidentcontrolsince 01/2016 · owns less than 5%
- B•••••• M••••••••• C••• C••••••• · President & Chief Investment Officercontrolsince 02/2020 · owns less than 5%
- G••••• M••••••• S•••• · Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
- G•••••• A••••• M•••••• · Head Of West Coast & Executive Vice Presidentcontrolsince 07/2020 · owns less than 5%
- N••••••• D•••••• M••••• · Chief Executive Officercontrolsince 01/2010 · owns less than 5%
- S••••••• M••••••• D•••• · General Counselcontrolsince 02/2010 · owns less than 5%
- B•••••• M••••••••• C••• C••••••• · Member/M••••••controlsince 01/2013 · owns 75% or more of T•• I••••••••• L••
- G•••••• A••••• M•••••• · Member/M••••••controlsince 01/2023 · owns 75% or more of A•• D•• I••••••••• L••
- N••••••• D•••••• M••••• · M••••••controlsince 01/2023 · owns F of D••• R••• E••••• M•••••• L••
- N••••••• D•••••• M••••• · Member/M••••••controlsince 10/2004 · owns 75% or more of J•• I••••••••• L••
- N••••••• D•••••• M••••• · Trusteecontrolsince 01/2023 · owns F of T•• D••••• M• N•••••• R•••••••• T••••
Entity owners
- D••• R••• E••••• M•••••• L•• · General Partnerdirect · owns less than 5%
- J•• I••••••••• L•• · Limited Partnerdirect · owns 50% to 75%
- T•• D••••• M• N•••••• R•••••••• T•••• · Memberindirect · owns 75% or more of D••• R••• E••••• M•••••• L••
- A•• D•• I••••••••• L•• · Limited Partnerdirect · owns 5% to 10%
- T•• I••••••••• L•• · Limited Partnerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- A••• R••••••••• G• L••pooled vehicle sponsorn
- D••• I• C•• I• L••pooled vehicle sponsorn
- D••• I•• 2••• G• L••bankpooled vehicle sponsorn
- D••• I•• I••••••••• L••bankpooled vehicle sponsorn
- D••• I•• L• C•• L••pooled vehicle sponsorn
- D••• I• B•• C•• I••••••••• L••bankpooled vehicle sponsorn
- D••• I• B•• C•• L••bankpooled vehicle sponsorn
- D••• I• D• C•• L••pooled vehicle sponsorn
- D••• I• F•••••• C•• L••bankpooled vehicle sponsorn
- D••• I• I••••••••• L••bankpooled vehicle sponsorn
- D••• I• N••• C•• L••bankpooled vehicle sponsorn
- D••• I• S• C•• L••bankpooled vehicle sponsorn
- D••• R••• E••••• M•••••• L••pooled vehicle sponsory
- D••• R••• E••••• P••••••• I• L••pooled vehicle sponsorn
- D••• R••• E••••• P••••••• I•• L••bankpooled vehicle sponsorn
- D••• R••• E••••• P••••••• I• L••bankpooled vehicle sponsorn
- D••• R••• E••••• P••••••• L••pooled vehicle sponsorn
- D••• R••• E••••• P••••••• V• L••pooled vehicle sponsorn
Advisers that list D••• R••• E••••• P••••••• L• as a related person
- 157825 n
Offices
Schedule D 1.F, the 25 largest
- Los Angeles, CA5 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 27, 2026RAUM (Item 5.F) moved from $2,115,642,854 to $1,586,376,944 (-25.0%) between the annual amendments of 2025-03-26 and 2026-03-27; the peer median change was +11.0% (1368 comparable advisers, 5.0th percentile of changes)peers: ASSET_M••••••, $1B to $5B (1,368) · 4.6% percentile
What changed
consecutive filings, newest first
- Advisory employees · 25 to 20Jun 18, 2025 to Mar 27, 2026
- Employees · 32 to 26Jun 18, 2025 to Mar 27, 2026
- Discretionary RAUM · $2.1B to $1.6BJun 18, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $2.1B to $1.6BJun 18, 2025 to Mar 27, 2026
- RAUM · $2.1B to $1.6BJun 18, 2025 to Mar 27, 2026
- Financial planning clients · unset to Mar 26, 2025 to Jun 18, 2025
- Accounts · 27 to 25Mar 29, 2024 to Mar 26, 2025
- Advisory employees · 29 to 25Mar 29, 2024 to Mar 26, 2025
- Pooled vehicle clients · 27 to 25Mar 29, 2024 to Mar 26, 2025
- Employees · 35 to 32Mar 29, 2024 to Mar 26, 2025
- Private funds · 23 to 22Mar 29, 2024 to Mar 26, 2025
- Discretionary RAUM · $2.4B to $2.1BMar 29, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $2.4B to $2.1BMar 29, 2024 to Mar 26, 2025
- RAUM · $2.4B to $2.1BMar 29, 2024 to Mar 26, 2025
- Advisory employees · 32 to 29Mar 29, 2023 to Mar 29, 2024
- Employees · 36 to 35Mar 29, 2023 to Mar 29, 2024
- Private funds · 22 to 23Mar 29, 2023 to Mar 29, 2024
- Discretionary RAUM · $2.3B to $2.4BMar 29, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $2.3B to $2.4BMar 29, 2023 to Mar 29, 2024
- RAUM · $2.3B to $2.4BMar 29, 2023 to Mar 29, 2024
- Accounts · 26 to 27Mar 25, 2022 to Mar 29, 2023
- Advisory employees · 31 to 32Mar 25, 2022 to Mar 29, 2023
- Pooled vehicle clients · 26 to 27Mar 25, 2022 to Mar 29, 2023
- Private funds · 21 to 22Mar 25, 2022 to Mar 29, 2023
- Discretionary RAUM · $2.3B to $2.3BMar 25, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $2.3B to $2.3BMar 25, 2022 to Mar 29, 2023
- RAUM · $2.3B to $2.3BMar 25, 2022 to Mar 29, 2023
- Accounts · 25 to 26May 25, 2021 to Mar 25, 2022
- Advisory employees · 27 to 31May 25, 2021 to Mar 25, 2022
- Pooled vehicle clients · 25 to 26May 25, 2021 to Mar 25, 2022
- Employees · 31 to 36May 25, 2021 to Mar 25, 2022
- Private funds · 20 to 21May 25, 2021 to Mar 25, 2022
- Discretionary RAUM · $2.4B to $2.3BMay 25, 2021 to Mar 25, 2022
- Pooled vehicle RAUM · $2.4B to $2.3BMay 25, 2021 to Mar 25, 2022
- RAUM · $2.4B to $2.3BMay 25, 2021 to Mar 25, 2022
- Accounts · 23 to 25Feb 4, 2021 to Mar 29, 2021
- Advisory employees · 25 to 27Feb 4, 2021 to Mar 29, 2021
- Pooled vehicle clients · 23 to 25Feb 4, 2021 to Mar 29, 2021
- Employees · 30 to 31Feb 4, 2021 to Mar 29, 2021
- Private funds · 19 to 20Feb 4, 2021 to Mar 29, 2021
Signals
5 dated events
- D••• R••• E••••• P••••••• L• reported RAUM $1.6B, down 25% from $2.1B (2025-06-18 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- Shawn Michael Golik (Chief Compliance Officer) appeared on Schedule A of D••• R••• E••••• P••••••• L•Mar 29, 2024 · Control person joined · fact
- Eric Joseph Calder (Co-Chief Investment Officer & Executive Vice President) no longer on Schedule A of D••• R••• E••••• P••••••• L• (listed 2021-03-29, absent 2021-05-25)May 25, 2021 · Control person left · inference
- Matthew Aaron Greeno (Head Of West Coast & Executive Vice President) appeared on Schedule A of D••• R••• E••••• P••••••• L•Mar 29, 2021 · Control person joined · fact
- Lewis Russell Gimelstob (Member/Manager) no longer on Schedule A of D••• R••• E••••• P••••••• L• (listed 2019-10-18, absent 2019-10-31)Oct 31, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/dunerealestatepartnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- dunerealestate.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-301-8342reportedpublic record, Form ADV, Mar 27, 2026
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
- Asset manager (funds and pooled vehicles)deriveda 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
D••• R••• E••••• P••••••• L• 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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