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 17 | Annex Wealth Management | Brookfield, WI | Form ADV (adviser update) | $8.1B | View |
| Apr 17 | Annex Wealth Management | Brookfield, WI | Form ADV (adviser update) | $8.1B | View |
| Apr 17 | Vivaldi Capital Management | Chicago, IL | Form ADV (adviser update) | $5.6B | View |
| Apr 17 | Argos Capital Partners | St. Louis, MO | Form ADV (adviser update) | $2.6B | View |
| Apr 17 | Argos Capital Partners | St. Louis, MO | Form ADV (adviser update) | $2.6B | View |
| Apr 17 | White Oaks Wealth Advisors | Minneapolis, MN | Form ADV (adviser update) | $618M | View |
| Apr 17 | White Oaks Wealth Advisors | Minneapolis, MN | Form ADV (adviser update) | $618M | View |
| Apr 17 | Hudson Advisor Services | Buffalo, NY | Form ADV (adviser update) | $310M | View |
| Apr 17 | Hudson Advisor Services | Buffalo, NY | Form ADV (adviser update) | $310M | View |
| Apr 16 | Capital Wealth Management | West Warwick, RI | Form ADV (adviser update) | $1.1B | View |
| Apr 16 | Manulife Investment Management | Toronto, On | Form ADV (adviser update) | $378M | View |
| Apr 16 | Manulife Investment Management | Toronto, On, CA | Form ADV (adviser update) | $378M | View |
| Apr 15 | Greenwood Capital Associates | Greenwood, SC | Form ADV (adviser update) | $1.8B | View |
| Apr 15 | Greenwood Capital Associates | Greenwood, SC | Form ADV (adviser update) | $1.8B | View |
| Apr 15 | Breakwater Investments | Seattle, WA | Form ADV (adviser update) | $303M | View |
| Apr 15 | Breakwater Investments | Seattle, WA | Form ADV (adviser update) | $303M | View |
| Apr 15 | St. George's Group | Middletown, RI | Form 5500 (pension filing) | $53.6M | View |
| Apr 15 | Carroll Capital | New York, NY | Form ADV (adviser update) | $20.0M | View |
| Apr 14 | ICONIQ Capital | San Francisco, CA | Form ADV (adviser update) | $117.5B | View |
| Apr 14 | Fiduciary Financial Advisors | Grand Rapids, MI | Form ADV (adviser update) | $1.3B | View |
| Apr 14 | Fiduciary Financial Advisors | Grand Rapids, MI | Form ADV (adviser update) | $1.3B | View |
| Apr 14 | Summit Wealth Group | Camarillo, CA | Form ADV (adviser update) | $250M | View |
| Apr 14 | Vera Capital | Edina, MN | Form ADV (adviser update) | $0 | View |
| Apr 13 | Abacus Planning Group | Columbia, SC | Form ADV (adviser update) | $2.2B | View |
| Apr 13 | Abacus Planning Group | Columbia, SC | Form ADV (adviser update) | $2.2B | View |
| Apr 13 | iCapital Advisors | New York, NY | Form ADV (adviser update) | $1.1B | View |
| Apr 10 | 1919 Investment Counsel | Baltimore, MD | Form ADV (adviser update) | $26.0B | View |
| Apr 10 | HELM Investment Group | Miami, FL | Form ADV (adviser update) | $30.0M | 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 9 | Longwall Family Office | Westport, CT | Form ADV (adviser update) | $428M | View |
| Apr 9 | Hunter Lewis | Crozet, VA | Form ADV (adviser update) | $395M | View |
| Apr 9 | Hunter Lewis | Crozet, VA | Form ADV (adviser update) | $395M | View |
| Apr 8 | Circle Wealth Management | Summit, NJ | Form ADV (adviser update) | $14.1B | View |
| Apr 8 | Circle Wealth Management | Summit, NJ | Form ADV (adviser update) | $14.1B | View |
| Apr 8 | Nexus Capital | Los Angeles, CA | Form ADV (adviser update) | $5.1B | View |
| Apr 8 | Nexus Capital | Los Angeles, CA | Form ADV (adviser update) | $5.1B | View |
| Apr 8 | Overbrook Management Corporation | New York, NY | Form ADV (adviser update) | $1.1B | View |
| Apr 8 | Overbrook Management Corporation | New York, NY | Form ADV (adviser update) | $1.1B | View |
| Apr 8 | FreeGulliver | New Orleans, LA | Form ADV (adviser update) | $837M | View |
| Apr 7 | McDonald Partners | Cleveland, OH | Form ADV (adviser update) | $1.3B | View |
| Apr 7 | Verdis Investment Management | West Conshohocken, PA | Form ADV (adviser update) | $497M | View |
| Apr 7 | Verdis Investment Management | West Conshohocken, PA | Form ADV (adviser update) | $497M | View |
| Apr 6 | Pennington Partners & Co | Bethesda, MD | Form ADV (adviser update) | $5.1B | View |
| Apr 6 | Pennington Partners & Co | Bethesda, MD | Form ADV (adviser update) | $5.1B | View |
| Apr 6 | Fidelis Capital | Tampa, FL | Form ADV (adviser update) | $2.3B | View |
| Apr 2 | Innovia Wealth | Grand Rapids, MI | Form ADV (adviser update) | $3.3B | View |
| Apr 2 | Folger Nolan Fleming Douglas | Washington, DC | Form ADV (adviser update) | $1.2B | View |
| Apr 2 | Folger Nolan Fleming Douglas | Washington, DC | Form ADV (adviser update) | $1.2B | View |
| Apr 2 | Keystone Global Partners | Denver, CO | Form ADV (adviser update) | $581M | 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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