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
X•••• A•••• M••••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jan 24, 2020 · 16 filings
SEC status approved since Feb 21, 2020
RAUM
$484M
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
29
18 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
8
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$484M as of Mar 30, 2026
Mar 31, 2021$254M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20210 then
Employees (5.A)29 as of Mar 30, 2026
Mar 31, 202127 then
Private funds8 as of Mar 30, 2026
Mar 31, 20215 then
RAUM +28% over the last fiscal year+3.4% a year over threeIARs 0 to 0offices 1 to 2
Practice profile
derived from the filing of Mar 30, 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
- $60.6MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%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
- $484M, 8 clientsreportedItem 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
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$484M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $484M for 8 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=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
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| X•••• L•••••••• T••••• L• | Real Estate Fund | $215M | 95 | Jan 24, 2020 |
| S••••• L•••• R•••• F••• I• L•• | Real Estate Fund | $155M | 64 | Nov 19, 2021 |
| L••••••• X•• L••no longer reported | Real Estate Fund | $28.0M | 45 | Jan 24, 2020 |
| P•••• X• O••••••••• F•••• L•• | Real Estate Fund | $23.4M | 36 | Mar 31, 2022 |
| 3••• M•••••• X• O••••••••• F•••• L•• | Real Estate Fund | $16.2M | 50 | Mar 31, 2022 |
| 1•••• S••••• Q••• L•• | Real Estate Fund | $11.7M | 28 | Mar 31, 2021 |
| L••••• G•••••••• X• C••••••••• F•••• L•• | Real Estate Fund | $2.6M | 17 | Jan 24, 2020 |
| L••••••• H•• C••••••••• H•••••••• L•• | Real Estate Fund | $2.3M | 3 | Mar 31, 2021 |
| X•••• O••••••••• F••• I• L•• | Real Estate Fund | $960,242 | 47 | Jan 24, 2020 |
Owners and control persons
Schedule A and B, latest filing
- K•••• A•••• · Chief Financial Officer, Chief Compliance Officercontrolsince 09/2023 · owns less than 5%
- S•••• J••• R••• · Presidentcontrolsince 02/2023 · owns less than 5%
- K•••••••• R••••••• R•••••• · Ownercontrolsince 05/2017 · owns 75% or more of X• I••••••• M•••••• L••
Entity owners
- X•••• H•••••••• L•• · Ownerdirect · owns 75% or more
- X• I••••••• M•••••• L•• · Ownerindirect · owns 50% to 75% of X•••• H•••••••• L••
Related persons
Schedule D 7.A
- X•••• L•••••••• T•••• G•• L••pooled vehicle sponsorn
- X•••• R••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Seal Beach, CA18 employees
What changed
consecutive filings, newest first
- Accounts · 7 to 8May 19, 2025 to Mar 30, 2026
- Advisory employees · 33 to 18May 19, 2025 to Mar 30, 2026
- Pooled vehicle clients · 7 to 8May 19, 2025 to Mar 30, 2026
- Assets in custody · $379M to $484MMay 19, 2025 to Mar 30, 2026
- Employees · 33 to 29May 19, 2025 to Mar 30, 2026
- Other offices · 1 to 2May 19, 2025 to Mar 30, 2026
- Private funds · 7 to 8May 19, 2025 to Mar 30, 2026
- Discretionary RAUM · $379M to $484MMay 19, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $379M to $484MMay 19, 2025 to Mar 30, 2026
- RAUM · $379M to $484MMay 19, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 24, 2025 to May 19, 2025
- Accounts · 8 to 7Sep 26, 2024 to Mar 24, 2025
- Advisory employees · 38 to 33Sep 26, 2024 to Mar 24, 2025
- Pooled vehicle clients · 8 to 7Sep 26, 2024 to Mar 24, 2025
- Assets in custody · $427M to $379MSep 26, 2024 to Mar 24, 2025
- Employees · 38 to 33Sep 26, 2024 to Mar 24, 2025
- Private funds · 8 to 7Sep 26, 2024 to Mar 24, 2025
- Discretionary RAUM · $427M to $379MSep 26, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $427M to $379MSep 26, 2024 to Mar 24, 2025
- RAUM · $427M to $379MSep 26, 2024 to Mar 24, 2025
- Advisory employees · 42 to 38Jun 23, 2023 to Mar 28, 2024
- Assets in custody · $438M to $427MJun 23, 2023 to Mar 28, 2024
- Employees · 42 to 38Jun 23, 2023 to Mar 28, 2024
- Discretionary RAUM · $438M to $427MJun 23, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $438M to $427MJun 23, 2023 to Mar 28, 2024
- RAUM · $438M to $427MJun 23, 2023 to Mar 28, 2024
- Advisory employees · 39 to 42Feb 23, 2023 to Mar 30, 2023
- Assets in custody · $259M to $438MFeb 23, 2023 to Mar 30, 2023
- Employees · 39 to 42Feb 23, 2023 to Mar 30, 2023
- Discretionary RAUM · $259M to $438MFeb 23, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · $259M to $438MFeb 23, 2023 to Mar 30, 2023
- RAUM · $259M to $438MFeb 23, 2023 to Mar 30, 2023
- Accounts · 5 to 8Nov 19, 2021 to Mar 31, 2022
- Advisory employees · 27 to 39Nov 19, 2021 to Mar 31, 2022
- Pooled vehicle clients · 5 to 8Nov 19, 2021 to Mar 31, 2022
- Assets in custody · $329M to $259MNov 19, 2021 to Mar 31, 2022
- Employees · 27 to 39Nov 19, 2021 to Mar 31, 2022
- Other offices · 2 to 1Nov 19, 2021 to Mar 31, 2022
- Private funds · 6 to 8Nov 19, 2021 to Mar 31, 2022
- Discretionary RAUM · $329M to $259MNov 19, 2021 to Mar 31, 2022
Signals
8 dated events
- X•••• A•••• M••••••••• L•• reported RAUM $484.5M, up 28% from $379.0M (2025-05-19 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Barnhart Julia Cooper (Director, Chief Compliance Officer And Secretary) no longer on Schedule A of X•••• A•••• M••••••••• L•• (listed 2024-06-13, absent 2024-09-26)Sep 26, 2024 · Control person left · inference
- A•••• K••• (Director, Chief Financial Officer) appeared on Schedule A of X•••• A•••• M••••••••• L••Mar 28, 2024 · Control person joined · fact
- X•••• A•••• M••••••••• L•• reported RAUM $438.0M, up 69% from $258.9M (2023-02-23 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Scott John Hodgkins (Managing Director) no longer on Schedule A of X•••• A•••• M••••••••• L•• (listed 2022-06-13, absent 2023-02-23)Feb 23, 2023 · Control person left · inference
- R••• Jay S••• (Managing Director) appeared on Schedule A of X•••• A•••• M••••••••• L••Feb 23, 2023 · Control person joined · fact
- Frederick John Lehr (President & Chief Executive Officer) no longer on Schedule A of X•••• A•••• M••••••••• L•• (listed 2020-01-24, absent 2020-07-09)Jul 9, 2020 · Control person left · inference
- X•••• A•••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jan 24, 2020 · 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/xebec-realty-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- xebecrealty.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (469) 687-3184reportedpublic record, Form ADV, Mar 30, 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
X•••• A•••• M••••••••• 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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