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.
SEC-registered adviser
Exeter Property Group, LLC
Legal name Eqt Real Estate, LLC
Latest filing Mar 31, 2026
First filing on the tape Feb 17, 2012 · 26 filings
SEC status approved since Mar 26, 2012
RAUM
$35B
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
222
101 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
15
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$35B as of Mar 31, 2026
Apr 1, 2013$1.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)222 as of Mar 31, 2026
Apr 1, 201342 then
Private funds15 as of Mar 31, 2026
Apr 1, 20133 then
RAUM +6.8% over the last fiscal year+12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $2.2BderivedRAUM 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
- +6.8%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
- 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
- a related person has custody of client cash (9.B.1.a)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$35B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 16reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true 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 |
|---|---|---|---|---|
| Exeter Industrial Value Fund V, LP | Real Estate Fund | $5.7B | 60 | Mar 31, 2020 |
| Exeter Industrial Core Fund III, L.P. | Real Estate Fund | $2.9B | 0 | Mar 26, 2019 |
| Exeter Europe Industrial Core Fund S.C.Sp. | Real Estate Fund | $2.0B | 7 | Aug 7, 2020 |
| Eqt Exeter Industrial Core-Plus Fund IV LP | Real Estate Fund | $2.0B | 6 | Mar 31, 2022 |
| Exeter Core Industrial Club Fund II, L.P. | Real Estate Fund | $1.8B | 10 | Aug 25, 2016 |
| Exeter Europe Logistics Value Fund IV, S.C.Sp. | Real Estate Fund | $1.5B | 36 | Mar 31, 2021 |
| Eqt Exeter Industrial Value Fund Vi, LP | Real Estate Fund | $987M | 77 | Mar 31, 2023 |
| Big Box Reit D, Inc.no longer reported | Real Estate Fund | $402M | 3 | Mar 30, 2016 |
| Big Box Core Reit I, Inc.no longer reported | Real Estate Fund | $387M | 3 | Mar 30, 2016 |
| Big Box Reit E, Inc.no longer reported | Real Estate Fund | $387M | 3 | Mar 30, 2016 |
| Big Box Core Reit II, Inc.no longer reported | Real Estate Fund | $372M | 3 | Mar 30, 2016 |
| Big Box Reit B, Inc.no longer reported | Real Estate Fund | $362M | 3 | Mar 30, 2016 |
| Big Box Reit C, Incno longer reported | Real Estate Fund | $362M | 3 | Mar 30, 2016 |
| Big Box Reit A, Inc.no longer reported | Real Estate Fund | $336M | 3 | Mar 30, 2016 |
| Big Box F-1 Gp, Incno longer reported | Real Estate Fund | $302M | 3 | Mar 30, 2016 |
| Big Box Core Reit III, Inc.no longer reported | Real Estate Fund | $174M | 3 | Mar 30, 2016 |
| Exeter Industrial Value Fund IV, L.P. | Real Estate Fund | $170M | 51 | Mar 30, 2017 |
| Exeter Office Value Fund, L.P. | Real Estate Fund | $113M | 3 | Mar 26, 2019 |
| Em P28 Opportunities Fund, LP | Real Estate Fund | $107M | 26 | Mar 31, 2021 |
| Big Box Reit F-2, Inc.no longer reported | Real Estate Fund | $94.7M | 3 | Mar 30, 2016 |
| Exeter Europe Value Venture III S.C.Sp. | Real Estate Fund | $55.1M | 21 | Mar 29, 2018 |
| Exeter Office Value Fund II, LP | Real Estate Fund | $44.0M | 2 | Mar 31, 2021 |
| Exeter Industrial Value Fund III, L.P. | Real Estate Fund | $26.9M | 39 | Mar 28, 2014 |
| Exeter-Core Industrial Venture, L.P.no longer reported | Real Estate Fund | $1.4M | 3 | Apr 1, 2013 |
| Exeter Industrial Value Fund, L.P.no longer reported | Real Estate Fund | $242,326 | 25 | Feb 17, 2012 |
| Exeter Industrial Value Fund II, L.P.no longer reported | Real Estate Fund | $184,877 | 68 | Feb 17, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Joseph Matthew Brodnick · Director, Chief Investment Officercontrolsince 09/2024 · owns less than 5%
- Michael Brian Fogarty · Directorcontrolsince 04/2021 · owns less than 5%
- Peter John Lloyd · Director, Chief Financial Officercontrolsince 03/2021 · owns less than 5%
- Henry Steinberg · Director, Presidentcontrolsince 09/2024 · owns less than 5%
- Eamon Barry Breen · Chief Compliance Officersince 05/2016 · owns less than 5%
Entity owners
- Eqt Exeter Holdings US Inc. · Ownerdirect · owns 75% or more
- Eqt Ab · Shareholderindirect · owns 75% or more of Eqt Exeter Holdings US Inc.
Related persons
Schedule D 7.A
- Bpea Eqt Capital Limitedinvestment advisern
- Em P28 Manager LLCpooled vehicle sponsorn
- Eqt Exeter Advisors Australia Pty Ltd.investment advisern
- Eqt Exeter Advisors Austria Gmbhinvestment advisern
- Eqt Exeter Advisors Belgium Srlinvestment advisern
- Eqt Exeter Advisors Czech Republic Spol. S.R.O.investment advisern
- Eqt Exeter Advisors France S.A.S.investment advisern
- Eqt Exeter Advisors Germany Gmbhinvestment advisern
- Eqt Exeter Advisors Ireland Limitedinvestment advisern
- Eqt Exeter Advisors Italy S.R.L.investment advisern
- Eqt Exeter Advisors Netherlands B.V.investment advisern
- Eqt Exeter Advisors Spain S.L.investment advisern
- Eqt Exeter Advisors Sweden Abinvestment advisern
- Eqt Exeter Advisors Uk Limitedinvestment advisern
- Eqt Exeter Asia Pacific Advisors Pte. Limitedinvestment advisern
- Eqt Exeter Industrial Core-Plus Management IV, LLCpooled vehicle sponsory
- Eqt Exeter Japan K.K.investment advisern
- Eqt Exeter Korea Limitedinvestment advisern
- Eqt Exeter Management Advisors (Shanghai) Co Ltd.investment advisern
- Eqt Exeter Poland Advisor Sp. Z.O.O.investment advisern
- Eqt Exeter Services Luxembourg S.A R.L.investment advisern
- Eqt Fund Management S.A.R.Linvestment adviserbankpooled vehicle sponsorn
- Eqt Partners Abinvestment advisern
- Eqt Partners Aginvestment advisern
- Eqt Partners Asinvestment advisern
- Eqt Partners Asia Limitedinvestment advisern
- Eqt Partners Australia Pty Ltd.investment advisern
- Eqt Partners Denmark Apsinvestment advisern
- Eqt Partners Gmbhinvestment advisern
- Eqt Partners Inc.investment advisernRAUM $39B
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL5 employees
- Austin, TX2 employees
What changed
consecutive filings, newest first
- Advisory employees · 97 to 101May 29, 2025 to Mar 31, 2026
- Employees · 226 to 222May 29, 2025 to Mar 31, 2026
- Discretionary RAUM · $33B to $35BMay 29, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $33B to $35BMay 29, 2025 to Mar 31, 2026
- RAUM · $33B to $35BMay 29, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0Mar 31, 2025 to May 29, 2025
- Legal name · EXETER PROPERTY GROUP, LLC to EQT REAL ESTATE, LLCMar 31, 2025 to May 29, 2025
- Accounts · 14 to 16Oct 14, 2024 to Mar 31, 2025
- Advisory employees · 95 to 97Oct 14, 2024 to Mar 31, 2025
- BD registered reps · 12 to 0Oct 14, 2024 to Mar 31, 2025
- Pooled vehicle clients · 14 to 16Oct 14, 2024 to Mar 31, 2025
- Employees · 227 to 226Oct 14, 2024 to Mar 31, 2025
- Other offices · 2 to 1Oct 14, 2024 to Mar 31, 2025
- Private funds · 13 to 15Oct 14, 2024 to Mar 31, 2025
- Discretionary RAUM · $27B to $33BOct 14, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $27B to $33BOct 14, 2024 to Mar 31, 2025
- RAUM · $27B to $33BOct 14, 2024 to Mar 31, 2025
- Accounts · 15 to 14May 8, 2023 to Mar 29, 2024
- Pooled vehicle clients · 15 to 14May 8, 2023 to Mar 29, 2024
- Private funds · 15 to 13May 8, 2023 to Mar 29, 2024
- Discretionary RAUM · $14B to $27BMay 8, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $11B to $0May 8, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $25B to $27BMay 8, 2023 to Mar 29, 2024
- RAUM · $25B to $27BMay 8, 2023 to Mar 29, 2024
- Accounts · 14 to 15Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 66 to 95Mar 31, 2022 to Mar 31, 2023
- Advisory activities · 2 to 1Mar 31, 2022 to Mar 31, 2023
- BD registered reps · 0 to 12Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 14 to 15Mar 31, 2022 to Mar 31, 2023
- Employees · 181 to 227Mar 31, 2022 to Mar 31, 2023
- Other offices · 0 to 2Mar 31, 2022 to Mar 31, 2023
- Private funds · 14 to 15Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $9.8B to $14BMar 31, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $6.3B to $11BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $16B to $25BMar 31, 2022 to Mar 31, 2023
- RAUM · $16B to $25BMar 31, 2022 to Mar 31, 2023
- Related bank · false to trueMar 31, 2022 to Mar 31, 2023
- Related broker-dealer · false to trueMar 31, 2022 to Mar 31, 2023
- Accounts · 15 to 14Apr 8, 2021 to Mar 31, 2022
- Advisory employees · 100 to 66Apr 8, 2021 to Mar 31, 2022
Signals
12 dated events
- Joseph Edward Fitzgerald (Director, Ceo) no longer on Schedule A of Exeter Property Group, Llc (listed 2024-03-29, absent 2024-10-14)Oct 14, 2024 · Control person left · inference
- Arthur Jason Honesty (Director, Chief Operating Officer - Americas) no longer on Schedule A of Exeter Property Group, Llc (listed 2024-03-29, absent 2024-10-14)Oct 14, 2024 · Control person left · inference
- Henry Steinberg (Director, President) appeared on Schedule A of Exeter Property Group, LlcOct 14, 2024 · Control person joined · fact
- Joseph Matthew Brodnick (Director, Chief Investment Officer) appeared on Schedule A of Exeter Property Group, LlcOct 14, 2024 · Control person joined · fact
- Exeter Property Group, Llc reported RAUM $24.8B, up 54% from $16.1B (2022-03-31 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Michael Brian Fogarty (Director) appeared on Schedule A of Exeter Property Group, LlcMar 31, 2022 · Control person joined · fact
- Arthur Jason Honesty (Director, Chief Operating Officer - Americas) appeared on Schedule A of Exeter Property Group, LlcMar 31, 2022 · Control person joined · fact
- Exeter Property Group, Llc reported RAUM $15.4B, up 34% from $11.5B (2020-08-07 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Joseph Timothy Weber (Managing Member, Cfo) no longer on Schedule A of Exeter Property Group, Llc (listed 2020-08-07, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Peter John Lloyd (Chief Financial Officer) appeared on Schedule A of Exeter Property Group, LlcMar 31, 2021 · Control person joined · fact
- Exeter Property Group, Llc reported RAUM $10.5B, up 71% from $6.1B (2019-03-26 to 2020-03-31)Mar 31, 2020 · RAUM change · derived
- Exeter Property Group, Llc reported RAUM $7.1B, up 34% from $5.3B (2017-05-26 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
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/eqt-realestatereportedpublic record, Form ADV, Sep 17, 2026
- Website
- eqtgroup.com/real-estatereportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 610-828-3200reportedpublic record, Form ADV, Mar 31, 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
Exeter Property Group, LLC 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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