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
O•••••• R••• E••••• P•••••••• L••
Latest filing Mar 27, 2026
First filing on the tape Apr 22, 2014 · 29 filings
SEC status approved since May 2, 2014
RAUM
$540M
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
7
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
23
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$540M as of Mar 27, 2026
Mar 30, 2015$146M then
HNW client RAUM$0 as of Mar 27, 2026
Mar 19, 2019$0 then
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 30, 20150 then
Employees (5.A)7 as of Mar 27, 2026
Mar 30, 20155 then
Private funds23 as of Mar 27, 2026
Mar 30, 20151 then
RAUM +8.6% over the last fiscal year+1.7% 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
- $23.5MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.6%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
- 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)
- 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$540M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 23reported
- Financial planning clients
- reported
- 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=false related_bank=false 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
20 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O•••••• R••• E••••• P••••••• F••• I•• L•• | Real Estate Fund | $141M | 127 | Mar 25, 2022 |
| O•••••• R••• E••••• P••••••• F••• I••• L•• | Real Estate Fund | $128M | 22 | Mar 27, 2018 |
| O•••••• R••• E••••• P••••••• F••• I•• L•• | Real Estate Fund | $43.1M | 44 | Mar 29, 2016 |
| O•••••• F•••••• F•••• L•• | Real Estate Fund | $23.1M | 10 | Mar 30, 2020 |
| O••• P• M•• P••••••••• L•• | Real Estate Fund | $20.1M | 2 | Mar 30, 2020 |
| O•••••• R••• E••••• P••••••• F••• I• L•• | Real Estate Fund | $14.5M | 19 | Apr 22, 2014 |
| O••• P• 1• M••••••• L•• | Real Estate Fund | $6.7M | 1 | Mar 30, 2020 |
| O••• P• 2• C••••••• L•• | Real Estate Fund | $4.8M | 2 | Mar 30, 2023 |
| O••• P• L••••••••• L•• | Real Estate Fund | $4.0M | 2 | Mar 30, 2020 |
| O••• P• N••••••• L•• | Real Estate Fund | $3.6M | 2 | Apr 28, 2022 |
| O••• P• 2• M••••••• L•• | Real Estate Fund | $3.3M | 1 | Mar 30, 2020 |
| O••• P• 1• C••••••• L•• | Real Estate Fund | $3.0M | 2 | Mar 30, 2023 |
| O••• P• 3• M••••••• L•• | Real Estate Fund | $2.7M | 5 | Mar 30, 2020 |
| O••• P• S•• J••••••• L•• | Real Estate Fund | $1.7M | 2 | Mar 30, 2020 |
| O••• P• I• S•• J••••••• L•• | Real Estate Fund | $1.6M | 2 | Mar 30, 2020 |
| O••• P• F••• L•• | Real Estate Fund | $0 | 2 | Mar 30, 2020 |
| O••• P• I••••••••• L••no longer reported | Real Estate Fund | $0 | 2 | Mar 30, 2020 |
| O••• P• 2••• W•••••••• L•• | Real Estate Fund | $0 | 12 | Mar 30, 2020 |
| O•••••• R••• E••••• P••••••• F••• V• L•• | Real Estate Fund | $0 | 0 | Mar 28, 2024 |
| O•••••• M••••••••• F•••• L• | Real Estate Fund | $0 | 0 | Oct 5, 2023 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• P••••• B•••••• · Membercontrolsince 06/2012 · owns 10% to 25%
- G••••• K••••• D•••••• · Membercontrolsince 06/2012 · owns 10% to 25%
- S••••••••• C••••••• A••••• · Membercontrolsince 06/2012 · owns 25% to 50%
- S••••••••• R•••••• B••••• · Membercontrolsince 06/2012 · owns 25% to 50%
- W•••••• L•••••• E•••••••• · Cfo & Ccocontrolsince 01/2022 · owns less than 5%
Related persons
Schedule D 7.A
- O•• F••• I• G•• L••pooled vehicle sponsorn
- O••• F••••••• L••pooled vehicle sponsorn
- O••• I•• L••pooled vehicle sponsorn
- O••• M••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 19 to 23Jul 31, 2025 to Mar 27, 2026
- Pooled vehicle clients · 19 to 23Jul 31, 2025 to Mar 27, 2026
- Private funds · 19 to 23Jul 31, 2025 to Mar 27, 2026
- Discretionary RAUM · $497M to $540MJul 31, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $497M to $540MJul 31, 2025 to Mar 27, 2026
- RAUM · $497M to $540MJul 31, 2025 to Mar 27, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jul 31, 2025
- Accounts · 18 to 19Sep 10, 2024 to Mar 28, 2025
- Advisory employees · 7 to 4Sep 10, 2024 to Mar 28, 2025
- Pooled vehicle clients · 18 to 19Sep 10, 2024 to Mar 28, 2025
- Employees · 8 to 7Sep 10, 2024 to Mar 28, 2025
- Private funds · 18 to 19Sep 10, 2024 to Mar 28, 2025
- Discretionary RAUM · $480M to $497MSep 10, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $480M to $497MSep 10, 2024 to Mar 28, 2025
- RAUM · $480M to $497MSep 10, 2024 to Mar 28, 2025
- Discretionary RAUM · $430M to $480MOct 5, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $430M to $480MOct 5, 2023 to Mar 28, 2024
- RAUM · $430M to $480MOct 5, 2023 to Mar 28, 2024
- Accounts · 17 to 18May 3, 2023 to Oct 5, 2023
- Pooled vehicle clients · 17 to 18May 3, 2023 to Oct 5, 2023
- Private funds · 17 to 18May 3, 2023 to Oct 5, 2023
- Accounts · 18 to 17Mar 30, 2023 to May 3, 2023
- Pooled vehicle clients · 18 to 17Mar 30, 2023 to May 3, 2023
- Discretionary RAUM · $513M to $430MMar 30, 2023 to May 3, 2023
- Pooled vehicle RAUM · $513M to $430MMar 30, 2023 to May 3, 2023
- RAUM · $513M to $430MMar 30, 2023 to May 3, 2023
- Accounts · 17 to 18Aug 19, 2022 to Mar 30, 2023
- Pooled vehicle clients · 17 to 18Aug 19, 2022 to Mar 30, 2023
- Assets in custody · $452M to $0Aug 19, 2022 to Mar 30, 2023
- Custody of client assets · true to falseAug 19, 2022 to Mar 30, 2023
- Employees · 9 to 8Aug 19, 2022 to Mar 30, 2023
- Private funds · 16 to 17Aug 19, 2022 to Mar 30, 2023
- Discretionary RAUM · $452M to $513MAug 19, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $452M to $513MAug 19, 2022 to Mar 30, 2023
- RAUM · $452M to $513MAug 19, 2022 to Mar 30, 2023
- Accounts · 16 to 17Mar 25, 2022 to Apr 28, 2022
- Pooled vehicle clients · 16 to 17Mar 25, 2022 to Apr 28, 2022
- Assets in custody · $442M to $452MMar 25, 2022 to Apr 28, 2022
- Private funds · 15 to 16Mar 25, 2022 to Apr 28, 2022
- Discretionary RAUM · $442M to $452MMar 25, 2022 to Apr 28, 2022
Signals
2 dated events
- Elizabeth Lesley Wassam (Chief Compliance Officer & Chief Accounting Officer) appeared on Schedule A of O•••••• R••• E••••• P•••••••• L••Jan 20, 2022 · Control person joined · fact
- O•••••• R••• E••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Apr 22, 2014 · First SEC registration · fact
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/oakwood-real-estate-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- o•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 303-595-7679reportedpublic 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
O•••••• 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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