Who is raising money for real estate right now, and what investors on the list just filed. Use it to spot active sponsors, size up markets and time your outreach.
99 recent filings by investors on PropertyLPs: SEC adviser filings (Form ADV) and pension plan annual filings (Form 5500).
| Filed | Investor | Location | Filing | AUM / assets | Source |
|---|---|---|---|---|---|
| Sep 22 | Activest Wealth Management | Aventura, FL | Form ADV (adviser update) | $1.5B | View |
| Sep 14 | Lighthouse Financial Solutions | Saint Petersburg, FL | Form ADV (adviser update) | $756M | View |
| Sep 14 | DMK Advisor Group | Lutz, FL | Form ADV (adviser update) | $131M | View |
| Aug 28 | Fidelis Capital | Tampa, FL | Form ADV (adviser update) | $2.3B | View |
| Aug 27 | Boardwalk Investment | Miami, FL | Form ADV (adviser update) | $0 | View |
| Aug 24 | Aliya Capital Partners | Miami, FL | Form ADV (adviser update) | $5.3B | View |
| Aug 21 | Corient | Miami, FL | Form ADV (adviser update) | $165.3B | View |
| Aug 21 | Royal Fund Management | Lady Lake, FL | Form ADV (adviser update) | $1.6B | View |
| Aug 21 | Lotus | Orlando, FL | Form ADV (adviser update) | $405M | View |
| Aug 21 | Las Olas Capital Advisors | Fort Lauderdale, FL | Form ADV (adviser update) | $267M | View |
| Jul 30 | Element Pointe Family Office | Miami, FL | Form ADV (adviser update) | $1.2B | View |
| Jul 7 | Las Olas Capital Advisors | Fort Lauderdale, FL | Form ADV (adviser update) | $231M | View |
| Jun 26 | Bayshore Capital | Tampa, FL | Form ADV (adviser update) | $879M | View |
| Jun 25 | SpirePoint Private Client | Vero Beach, FL | Form ADV (adviser update) | $1.4B | View |
| Jun 23 | Omnia Family Wealth | Aventura, FL | Form ADV (adviser update) | $995M | View |
| Jun 19 | Destiny Wealth Partners | Tavares, FL | Form ADV (adviser update) | $947M | View |
| May 28 | Royal Fund Management | Lady Lake, FL | Form ADV (adviser update) | $1.6B | View |
| May 28 | DMK Advisor Group | Lutz, FL | Form ADV (adviser update) | $131M | View |
| May 27 | Aliya Capital Partners | Miami, FL | Form ADV (adviser update) | $5.1B | View |
| May 27 | White Oak Management | Sarasota, FL | Form ADV (adviser update) | $496M | View |
| May 27 | White Oak Management | Sarasota, FL | Form ADV (adviser update) | $496M | View |
| May 4 | Aventura Private Wealth | Aventura, FL | Form ADV (adviser update) | $375M | View |
| May 4 | Aventura Private Wealth | Aventura, FL | Form ADV (adviser update) | $375M | View |
| May 1 | Larch Capital Partners | Miami, FL | Form ADV (adviser update) | $3.0B | View |
| May 1 | Larch Capital Partners | Miami, FL | Form ADV (adviser update) | $3.0B | View |
| May 1 | Element Pointe Family Office | Miami, FL | Form ADV (adviser update) | $1.2B | View |
| Apr 30 | Certuity | North Palm Beach, FL | Form ADV (adviser update) | $3.3B | View |
| Apr 30 | Certuity | North Palm Beach, FL | Form ADV (adviser update) | $3.3B | View |
| Apr 30 | Bayshore Capital | Tampa, FL | Form ADV (adviser update) | $879M | View |
| Apr 27 | Brainvest Wealth Management | Miami, FL | Form ADV (adviser update) | $691M | View |
| Apr 27 | Brainvest Wealth Management | Miami, FL | Form ADV (adviser update) | $691M | View |
| Apr 27 | Yellowstone Capital Partners | Gainesville, FL | Form ADV (adviser update) | $289M | View |
| Apr 27 | Yellowstone Capital Partners | Gainesville, FL | Form ADV (adviser update) | $289M | View |
| Apr 23 | CV Advisors | Aventura, FL | Form ADV (adviser update) | $15.1B | View |
| Apr 23 | CV Advisors | Aventura, FL | Form ADV (adviser update) | $15.1B | View |
| Apr 23 | Compound Family Offices | Sarasota, FL | Form ADV (adviser update) | $541M | View |
| Apr 23 | Compound Family Offices | Sarasota, FL | Form ADV (adviser update) | $541M | View |
| Apr 21 | WE Family Offices | Coral Gables, FL | Form ADV (adviser update) | $17.8B | View |
| Apr 21 | WE Family Offices | Coral Gables, FL | Form ADV (adviser update) | $17.8B | View |
| Apr 21 | Destiny Wealth Partners | Tavares, FL | Form ADV (adviser update) | $1.5B | View |
| Apr 20 | Activest Wealth Management | Aventura, FL | Form ADV (adviser update) | $1.5B | View |
| Apr 10 | HELM Investment Group | Miami, FL | Form ADV (adviser update) | $30.0M | View |
| Apr 6 | Fidelis Capital | Tampa, FL | Form ADV (adviser update) | $2.3B | View |
| Apr 1 | Clearwell Group | Tampa, FL | Form ADV (adviser update) | $414M | View |
| Apr 1 | Clearwell Group | Tampa, FL | Form ADV (adviser update) | $414M | View |
| Mar 31 | Crystal Capital Partners | Bay Harbor Islands, FL | Form ADV (adviser update) | $1.3B | View |
| Mar 31 | Crystal Capital Partners | Bay Harbor Islands, FL | Form ADV (adviser update) | $1.3B | View |
| Mar 31 | FitzRoy Investment Advisors | Aventura, FL | Form ADV (adviser update) | $1.0B | View |
| Mar 31 | FitzRoy Investment Advisors | Aventura, FL | Form ADV (adviser update) | $1.0B | View |
| Mar 31 | Blue Water Advisors (Boca Raton) | Boca Raton, FL | Form ADV (adviser update) | $928M | View |
Raises come from Form D notices that companies and funds file with the SEC when they sell securities privately. Investor activity comes from SEC adviser filings (Form ADV) and pension plan annual filings (Form 5500) for investors listed on PropertyLPs.
See who else is raising in your market and at what size, track which investors just updated their filings, and reach out while an investor is active. Open any investor to see their mandate and contacts.
Some issuers file an indefinite offering amount. The amount sold is what the filer reported as sold at the time of filing.
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