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.
67 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 |
|---|---|---|---|---|---|
| Oct 13 | Adams Street Partners | Chicago, IL | Form 5500 (pension filing) | $285M | View |
| Oct 6 | Northwestern University Endowment | Evanston, IL | Form 5500 (pension filing) | $5.0B | View |
| Oct 6 | Northwestern University Endowment | Evanston, IL | Form 5500 (pension filing) | $1.4B | View |
| Sep 30 | Urban Financial Advisory | Chicago, IL | Form ADV (adviser update) | $1.5B | View |
| Sep 30 | FourStar Wealth Advisors | Chicago, IL | Form ADV (adviser update) | $1.4B | View |
| Sep 21 | BDT Capital Partners | Chicago, IL | Form 5500 (pension filing) | $215M | View |
| Sep 16 | Fiduciary Financial Advisors | Naperville, IL | Form ADV (adviser update) | $293M | View |
| Sep 8 | Equity Group Investments | Chicago, IL | Form ADV (adviser update) | $184M | View |
| Sep 3 | Hightower Advisors | Chicago, IL | Form ADV (adviser update) | $198.6B | View |
| Aug 14 | Vivaldi Capital Management | Chicago, IL | Form ADV (adviser update) | $63.4M | View |
| Aug 3 | BDT Capital Partners | Chicago, IL | Form ADV (adviser update) | $51.5B | View |
| Jul 30 | Altman Advisors | Chicago, IL | Form ADV (adviser update) | $483M | View |
| Jul 24 | Fiducient Advisors | Chicago, IL | Form ADV (adviser update) | $97.5B | View |
| Jul 23 | Calamos Wealth Management | Naperville, IL | Form ADV (adviser update) | $5.5B | View |
| Jul 16 | Gresham Partners | Chicago, IL | Form ADV (adviser update) | $13.8B | View |
| Jul 14 | Horizon Family Wealth | Chicago, IL | Form ADV (adviser update) | $279M | View |
| Jul 13 | Muller & Monroe Asset Management | Chicago, IL | Form ADV (adviser update) | $1.7B | View |
| Jun 30 | GCM Grosvenor | Chicago, IL | Form ADV (adviser update) | $95.5B | View |
| Jun 22 | CIBC Private Wealth Management | Chicago, IL | Form ADV (adviser update) | $67.8B | View |
| Jun 17 | Adams Street Partners | Chicago, IL | Form ADV (adviser update) | $66.5B | View |
| May 18 | Hightower Advisors | Chicago, IL | Form ADV (adviser update) | $198.6B | View |
| May 5 | Stonebridge Wealth Management | Oak Brook, IL | Form ADV (adviser update) | $283M | View |
| May 5 | Stonebridge Wealth Management | Oak Brook, IL | Form ADV (adviser update) | $283M | View |
| May 1 | Evergreen Investments | Chicago, IL | Form ADV (adviser update) | $11.6B | View |
| May 1 | Evergreen Investments | Chicago, IL | Form ADV (adviser update) | $11.6B | View |
| May 1 | True North Management Advisory | Westmont, IL | Form ADV (adviser update) | $375M | View |
| May 1 | Laureate Wealth Management | Glen Ellyn, IL | Form ADV (adviser update) | $122M | View |
| May 1 | Laureate Wealth Management | Glen Ellyn, IL | Form ADV (adviser update) | $122M | View |
| Apr 30 | Calamos Wealth Management | Naperville, IL | Form ADV (adviser update) | $5.5B | View |
| Apr 21 | Fiduciary Financial Advisors | Naperville, IL | Form ADV (adviser update) | $293M | View |
| Apr 17 | Vivaldi Capital Management | Chicago, IL | Form ADV (adviser update) | $5.6B | View |
| Apr 9 | William Blair Wealth Management | Chicago, IL | Form ADV (adviser update) | $65.6B | View |
| Apr 9 | William Blair Wealth Management | Chicago, IL | Form ADV (adviser update) | $65.6B | View |
| Apr 1 | Origami Capital Partners | Chicago, IL | Form ADV (adviser update) | $1.5B | View |
| Apr 1 | Origami Capital Partners | Chicago, IL | Form ADV (adviser update) | $1.5B | View |
| Apr 1 | Savoie Capital | Chicago, IL | Form ADV (adviser update) | $1.3B | View |
| Apr 1 | Savoie Capital | Chicago, IL | Form ADV (adviser update) | $1.3B | View |
| Mar 31 | Corient | Miami, IL | Form ADV (adviser update) | $165.3B | View |
| Mar 31 | CIBC Private Wealth Management | Chicago, IL | Form ADV (adviser update) | $67.8B | View |
| Mar 31 | Adams Street Partners | Chicago, IL | Form ADV (adviser update) | $63.4B | View |
| Mar 31 | Gresham Partners | Chicago, IL | Form ADV (adviser update) | $13.8B | View |
| Mar 31 | LaSalle Investment Management | Chicago, IL | Form ADV (adviser update) | $11.5B | View |
| Mar 31 | LaSalle Investment Management | Chicago, IL | Form ADV (adviser update) | $11.5B | View |
| Mar 31 | Altair Advisers | Chicago, IL | Form ADV (adviser update) | $9.8B | View |
| Mar 31 | Altair Advisers | Chicago, IL | Form ADV (adviser update) | $9.8B | View |
| Mar 31 | FourStar Wealth Advisors | Chicago, IL | Form ADV (adviser update) | $1.4B | View |
| Mar 31 | HC Private Investments | Chicago, IL | Form ADV (adviser update) | $94.0M | View |
| Mar 30 | Fiducient Advisors | Chicago, IL | Form ADV (adviser update) | $97.5B | View |
| Mar 30 | BDT Capital Partners | Chicago, IL | Form ADV (adviser update) | $51.5B | View |
| Mar 30 | Muller & Monroe Asset Management | Chicago, IL | Form ADV (adviser update) | $1.6B | 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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