Where does this data come from?

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.

How should sponsors use it?

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.

Why does a raise say 'Not stated'?

Some issuers file an indefinite offering amount. The amount sold is what the filer reported as sold at the time of filing.

Real estate signals: who's raising and what investors filed

CA TX NC AZ GA DE FL IL

1,416 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
May 21	Independent Solutions Wealth Management	Traverse City, MI	Form ADV (adviser update)	$203M	View
May 21	Independent Solutions Wealth Management	Traverse City, MI	Form ADV (adviser update)	$203M	View
May 21	Nexus Capital	Telegraph Bay, HO	Form ADV (adviser update)	$88.4M	View
May 20	Regatta Research & Money Management	Metairie, LA	Form ADV (adviser update)	$211M	View
May 20	Regatta Research & Money Management	Metairie, LA	Form ADV (adviser update)	$211M	View
May 19	Welch & Forbes	Boston, MA	Form ADV (adviser update)	$9.9B	View
May 19	Welch & Forbes	Boston, MA	Form ADV (adviser update)	$9.9B	View
May 19	Pine Grove Financial Group	Woodbury, MN	Form ADV (adviser update)	$1.5B	View
May 19	Pine Grove Financial Group	Woodbury, MN	Form ADV (adviser update)	$1.5B	View
May 19	Comprehensive Financial Management	East Petersburg, PA	Form ADV (adviser update)	$434M	View
May 19	Comprehensive Financial Management	East Petersburg, PA	Form ADV (adviser update)	$434M	View
May 19	Branzan Investment Advisors	Littleton, CO	Form ADV (adviser update)	$115M	View
May 18	Hightower Advisors	Chicago, IL	Form ADV (adviser update)	$198.6B	View
May 18	Cerity Partners	New York, NY	Form ADV (adviser update)	$161.7B	View
May 18	Medley Partners	San Francisco, CA	Form ADV (adviser update)	$7.0B	View
May 18	Medley Partners	San Francisco, CA	Form ADV (adviser update)	$7.0B	View
May 18	Fiera Capital	London	Form ADV (adviser update)	$5.0B	View
May 15	Allianz Capital Partners	New York, NY	Form ADV (adviser update)	$6.4B	View
May 15	Allianz Capital Partners	New York, NY	Form ADV (adviser update)	$6.4B	View
May 15	Midwest Capital Advisors	Grand Rapids, MI	Form ADV (adviser update)	$1.4B	View
May 15	Midwest Capital Advisors	Grand Rapids, MI	Form ADV (adviser update)	$1.4B	View
May 15	Premier Path Wealth Partners	Madison, NJ	Form ADV (adviser update)	$1.2B	View
May 15	Premier Path Wealth Partners	Madison, NJ	Form ADV (adviser update)	$1.2B	View
May 14	Wilmington Trust	Wilmington, DE	Form ADV (adviser update)	$141M	View
May 14	Wilmington Trust	Wilmington, DE	Form ADV (adviser update)	$141M	View
May 13	Voya Financial	Windsor, CT	Form ADV (adviser update)	$3.9B	View
May 13	Apex Financial Advisors	Thornton, CO	Form ADV (adviser update)	$1.0M	View
May 12	Wildcat Capital Management	New York, NY	Form ADV (adviser update)	$4.1B	View
May 12	Wildcat Capital Management	New York, NY	Form ADV (adviser update)	$4.1B	View
May 12	Briaud Financial Advisors	College Station, TX	Form ADV (adviser update)	$913M	View
May 12	Briaud Financial Advisors	College Station, TX	Form ADV (adviser update)	$913M	View
May 11	MetLife Investment Management	Whippany, NJ	Form ADV (adviser update)	$563.8B	View
May 11	MetLife Investment Management	Whippany, NJ	Form ADV (adviser update)	$563.8B	View
May 11	Ballentine Partners	Waltham, MA	Form ADV (adviser update)	$15.3B	View
May 11	Declaration Partners	New York, NY	Form ADV (adviser update)	$2.0B	View
May 11	Declaration Partners	New York, NY	Form ADV (adviser update)	$2.0B	View
May 11	The Corundum Group	Colorado Springs, CO	Form ADV (adviser update)	$1.7B	View
May 8	Morgan Stanley Investment Management	Purchase, NY	Form ADV (adviser update)	$1961.9B	View
May 8	BSW Wealth Partners	Boulder, CO	Form ADV (adviser update)	$2.2B	View
May 8	BSW Wealth Partners	Boulder, CO	Form ADV (adviser update)	$2.2B	View
May 8	Private Advisory	Redmond, WA	Form ADV (adviser update)	$1.7B	View
May 8	Centura Wealth Advisory	San Diego, CA	Form ADV (adviser update)	$1.2B	View
May 7	MAI Capital Management	Cleveland, OH	Form ADV (adviser update)	$52.1B	View
May 6	HarbourVest Partners	Boston, MA	Form ADV (adviser update)	$191.2B	View
May 6	Belzberg & Co.	New York, NY	Form ADV (adviser update)	$2.3B	View
May 6	Sonen Capital	San Francisco, CA	Form ADV (adviser update)	$1.1B	View
May 6	Sonen Capital	San Francisco, CA	Form ADV (adviser update)	$1.1B	View
May 6	REMY Investors & Consultants	Los Angeles, CA	Form ADV (adviser update)	$888M	View
May 6	Jones Capital	New York, NY	Form ADV (adviser update)	$642M	View
May 6	Jones Capital	New York, NY	Form ADV (adviser update)	$642M	View

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