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.
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 5 | Alternative Investment Management | New York, NY | Form ADV (adviser update) | $1.8B | View |
| May 5 | Gilbert & Cook | West Des Moines, IA | Form ADV (adviser update) | $1.7B | View |
| May 5 | VerCap Management | Los Angeles, CA | Form ADV (adviser update) | $1.6B | View |
| May 5 | VerCap Management | Los Angeles, CA | Form ADV (adviser update) | $1.6B | View |
| May 5 | Opes Wealth Management | Menlo Park, CA | Form ADV (adviser update) | $822M | View |
| May 5 | Opes Wealth Management | Menlo Park, CA | Form ADV (adviser update) | $822M | View |
| May 5 | Stone Temple Partners | New York, NY | Form ADV (adviser update) | $669M | 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 4 | Cliffwater | Marina Del Rey, CA | Form ADV (adviser update) | $48.5B | View |
| May 4 | Cliffwater | Marina Del Rey, CA | Form ADV (adviser update) | $48.5B | View |
| May 4 | Battery Global Advisors | Boston, MA | Form ADV (adviser update) | $8.4B | 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 | Aspiriant | Los Angeles, CA | Form ADV (adviser update) | $18.0B | View |
| May 1 | Modera Wealth Management | Westwood, NJ | Form ADV (adviser update) | $17.7B | View |
| May 1 | Crow Holdings | Dallas, TX | Form ADV (adviser update) | $14.4B | View |
| May 1 | Crow Holdings | Dallas, TX | Form ADV (adviser update) | $14.4B | 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 | Tikehau Capital | New York, NY | Form ADV (adviser update) | $6.2B | View |
| May 1 | Heritage Wealth Counselors | Richmond, VA | Form ADV (adviser update) | $4.9B | 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 | Baldwin Wealth Partners | Marion, MA | Form ADV (adviser update) | $2.3B | View |
| May 1 | Element Pointe Family Office | Miami, FL | Form ADV (adviser update) | $1.2B | 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 | Focus Partners Wealth | St. Louis, MO | Form ADV (adviser update) | $181.9B | View |
| Apr 30 | Brookfield Asset Management | Toronto, Ontario | Form ADV (adviser update) | $152.1B | View |
| Apr 30 | Brookfield Asset Management | New York, NY | Form ADV (adviser update) | $105.3B | View |
| Apr 30 | Sculptor Capital | New York, NY | Form ADV (adviser update) | $52.7B | View |
| Apr 30 | Bridge Investment Group | Sandy, UT | Form ADV (adviser update) | $49.3B | View |
| Apr 30 | Wealthspire Advisors | New York, NY | Form ADV (adviser update) | $34.3B | View |
| Apr 30 | Wealthspire Advisors | New York, NY | Form ADV (adviser update) | $34.3B | View |
| Apr 30 | Capricorn Investment Group | New York, NY | Form ADV (adviser update) | $18.9B | View |
| Apr 30 | Calamos Wealth Management | Naperville, IL | Form ADV (adviser update) | $5.5B | View |
| Apr 30 | Stokes Family Office | New Orleans, LA | Form ADV (adviser update) | $3.4B | View |
| Apr 30 | Stokes Family Office | New Orleans, LA | Form ADV (adviser update) | $3.4B | 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 | Ceres Partners | South Bend, IN | Form ADV (adviser update) | $2.0B | View |
| Apr 30 | Ceres Partners | South Bend, IN | Form ADV (adviser update) | $2.0B | View |
| Apr 30 | Bitterroot Capital Advisors | Bozeman, MT | Form ADV (adviser update) | $1.8B | View |
| Apr 30 | Bayshore Capital | Tampa, FL | Form ADV (adviser update) | $879M | View |
| Apr 30 | Alliance Advisory & Securities | Westlake Village, CA | Form ADV (adviser update) | $687M | View |
| Apr 30 | International Private Wealth Management | San Diego, CA | Form ADV (adviser update) | $255M | View |
| Apr 30 | International Private Wealth Management | San Diego, CA | Form ADV (adviser update) | $255M | View |
| Apr 30 | North Wind Capital | Form ADV (adviser update) | $196M | 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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