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
Seniors Housing Fund Manager LLC
Latest filing Mar 31, 2026
First filing on the tape Nov 27, 2024 · 5 filings
SEC status approved since Jan 21, 2025
RAUM
$3.8B
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
40
18 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
4
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$3.8B as of Mar 31, 2026
May 21, 2025$800M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
May 21, 20250 then
Employees (5.A)40 as of Mar 31, 2026
May 21, 202536 then
Private funds4 as of Mar 31, 2026
May 21, 20251 then
RAUM n/a over the last fiscal year
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
- $473MderivedRAUM 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
- unknownderivedbetween 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, otherreportedItem 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
- 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$3.8B100%
- 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
- noreported
- Compensation
- % of AUMreported
- 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Nikhil Chaudhri · Chief Investment Officercontrolsince 12/2024 · owns less than 5%
- Grant Matthew Mcqueen · Chief Compliance Officer And General Counselcontrolsince 11/2024 · owns less than 5%
Entity owners
- Welltower Op LLC · Sole Memberdirect · owns 75% or more
- Welltower Inc. · Memberindirect · owns 75% or more of Welltower Op LLC · public reporting company
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Dallas, TX10 employees
- New York, NY6 employees
What changed
consecutive filings, newest first
- Accounts · 1 to 8Dec 18, 2025 to Mar 31, 2026
- Advisory employees · 24 to 18Dec 18, 2025 to Mar 31, 2026
- Pooled vehicle clients · 1 to 8Dec 18, 2025 to Mar 31, 2026
- Employees · 36 to 40Dec 18, 2025 to Mar 31, 2026
- Private funds · 1 to 4Dec 18, 2025 to Mar 31, 2026
- Discretionary RAUM · $800M to $3.8BDec 18, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $800M to $3.8BDec 18, 2025 to Mar 31, 2026
- RAUM · $800M to $3.8BDec 18, 2025 to Mar 31, 2026
- Accounts · unset to 1.0Dec 19, 2024 to May 21, 2025
- Advisory employees · 12 to 24Dec 19, 2024 to May 21, 2025
- Pooled vehicle clients · unset to 1.0Dec 19, 2024 to May 21, 2025
- Employees · 24 to 36Dec 19, 2024 to May 21, 2025
- Financial planning clients · unset to Dec 19, 2024 to May 21, 2025
- Private funds · unset to 1Dec 19, 2024 to May 21, 2025
- Discretionary RAUM · unset to 799810863.0Dec 19, 2024 to May 21, 2025
- Non-discretionary RAUM · unset to 0.0Dec 19, 2024 to May 21, 2025
- Pooled vehicle RAUM · unset to 799810863.0Dec 19, 2024 to May 21, 2025
- RAUM · unset to 799810863.0Dec 19, 2024 to May 21, 2025
Signals
3 dated events
- Seniors Housing Fund Manager Llc reported RAUM $3.8B, up 373% from $799.8M (2025-12-18 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Nikhil Chaudhri (Chief Investment Officer) appeared on Schedule A of Seniors Housing Fund Manager LlcDec 19, 2024 · Control person joined · fact
- Seniors Housing Fund Manager Llc filed its initial SEC registration (Form ADV)Nov 27, 2024 · 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
- Principal office phone
- 419-247-2800reportedpublic 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