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 |
|---|---|---|---|---|---|
| Apr 30 | North Wind Capital | Form ADV (adviser update) | $196M | View | |
| Apr 30 | Freedom Family Office | Form ADV (adviser update) | $162M | View | |
| Apr 30 | Freedom Family Office | Form ADV (adviser update) | $162M | View | |
| Apr 29 | HCR Wealth Advisors | Los Angeles, CA | Form ADV (adviser update) | $2.0B | View |
| Apr 29 | B.O.S.S. Retirement Advisors | Lehi, UT | Form ADV (adviser update) | $1.4B | View |
| Apr 29 | KDK Private Wealth Management | Houston, TX | Form ADV (adviser update) | $585M | View |
| Apr 28 | LGT Capital Partners | Dublin, IR | Form ADV (adviser update) | $39.0B | View |
| Apr 28 | Modern Wealth Management | Kansas City, MO | Form ADV (adviser update) | $10.9B | View |
| Apr 28 | Man Capital | New York, NY | Form ADV (adviser update) | $131M | View |
| Apr 27 | Hantz Financial Services | Southfield, MI | Form ADV (adviser update) | $10.0B | View |
| Apr 27 | Proficio Capital Partners | Newton, MA | Form ADV (adviser update) | $5.3B | View |
| Apr 27 | Drive Wealth Advisers | Lehi, UT | Form ADV (adviser update) | $1.5B | 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 | Werklund Family Office | Calgary, Alberta, CA | Form ADV (adviser update) | $683M | 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 25 | Mavros Capital | New York, NY | Form ADV (adviser update) | $32.1M | View |
| Apr 24 | Capital Wealth Management | Yakima, WA | Form ADV (adviser update) | $1.1B | View |
| Apr 24 | Capital Wealth Management | Yakima, WA | Form ADV (adviser update) | $1.1B | View |
| Apr 24 | Firethorn Wealth Partners | Augusta, GA | Form ADV (adviser update) | $672M | View |
| Apr 24 | Capital Wealth Management | Cranberry Twp., PA | Form ADV (adviser update) | $613M | View |
| Apr 24 | Capital Wealth Management | Cranberry Twp., PA | Form ADV (adviser update) | $613M | View |
| Apr 24 | OceanIQ Capital | Redwood City, CA | Form ADV (adviser update) | $334M | 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 | CFO4Life Group | Coppell, TX | Form ADV (adviser update) | $1.9B | View |
| Apr 23 | Pinkerton Wealth Partners | Coeur D'alene, ID | Form ADV (adviser update) | $1.4B | 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 23 | Glass Wealth Management | San Antonio, TX | Form ADV (adviser update) | $312M | View |
| Apr 23 | Glass Wealth Management | San Antonio, TX | Form ADV (adviser update) | $312M | View |
| Apr 22 | LGT Capital Partners | New York, NY | Form ADV (adviser update) | $59.8B | View |
| Apr 22 | LGT Capital Partners | New York, NY | Form ADV (adviser update) | $59.8B | View |
| Apr 22 | 1834 Investment Advisors | Milwaukee, WI | Form ADV (adviser update) | $2.2B | View |
| Apr 22 | Beacon Capital | Cedar Rapids, IA | Form ADV (adviser update) | $278M | View |
| Apr 22 | Beacon Capital | Cedar Rapids, IA | Form ADV (adviser update) | $278M | View |
| Apr 22 | Total Wealth Planning | Form ADV (adviser update) | $239M | View | |
| Apr 22 | Total Wealth Planning | Form ADV (adviser update) | $239M | View | |
| Apr 22 | Halbert Wealth Management | Austin, TX | Form ADV (adviser update) | $211M | View |
| Apr 22 | Optima Capital Management | Tempe, AZ | Form ADV (adviser update) | $150M | View |
| Apr 22 | Optima Capital Management | Tempe, AZ | Form ADV (adviser update) | $150M | 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 | Marcuard Family Office | Zurich | Form ADV (adviser update) | $8.7B | View |
| Apr 21 | Destiny Wealth Partners | Tavares, FL | Form ADV (adviser update) | $1.5B | View |
| Apr 21 | Fiduciary Financial Advisors | Naperville, IL | Form ADV (adviser update) | $293M | View |
| Apr 20 | Turtle Creek Wealth Advisors | Dallas, TX | Form ADV (adviser update) | $2.8B | View |
| Apr 20 | Avestar Capital | New York, NY | Form ADV (adviser update) | $2.1B | View |
| Apr 20 | Activest Wealth Management | Aventura, FL | Form ADV (adviser update) | $1.5B | 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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