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 2 | Keystone Global Partners | Denver, CO | Form ADV (adviser update) | $581M | View |
| Apr 2 | VALUEworks | New York City, NY | Form ADV (adviser update) | $577M | View |
| Apr 2 | VALUEworks | New York City, NY | Form ADV (adviser update) | $577M | View |
| Apr 1 | Robertson Stephens Advisors | San Francisco, CA | Form ADV (adviser update) | $8.8B | 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 |
| Apr 1 | Enclave Advisors | Austin, TX | Form ADV (adviser update) | $1.1B | View |
| Apr 1 | Enclave Advisors | Austin, TX | Form ADV (adviser update) | $1.1B | View |
| Apr 1 | Doliver Advisors | Houston, TX | Form ADV (adviser update) | $718M | View |
| Apr 1 | Clearwell Group | Tampa, FL | Form ADV (adviser update) | $414M | View |
| Apr 1 | Clearwell Group | Tampa, FL | Form ADV (adviser update) | $414M | View |
| Apr 1 | Elysium Management | South Jordan, UT | Form ADV (adviser update) | $352M | View |
| Apr 1 | Capital Asia Investments | Indianapolis, IN | Form ADV (adviser update) | $288M | View |
| Apr 1 | Capital Asia Investments | Indianapolis, IN | Form ADV (adviser update) | $288M | View |
| Apr 1 | Gordian Wealth Advisors | Tucson, AZ | Form ADV (adviser update) | $265M | View |
| Apr 1 | Gordian Wealth Advisors | Tucson, AZ | Form ADV (adviser update) | $265M | View |
| Apr 1 | Ascent Capital | Scottsdale, AZ | Form ADV (adviser update) | $172M | View |
| Apr 1 | Ascent Capital | Scottsdale, AZ | Form ADV (adviser update) | $172M | View |
| Mar 31 | Guggenheim Partners | New York, NY | Form ADV (adviser update) | $240.7B | View |
| Mar 31 | SEI Investments | Oaks, PA | Form ADV (adviser update) | $216.4B | View |
| Mar 31 | Corient | Miami, IL | Form ADV (adviser update) | $165.3B | View |
| Mar 31 | Brown Advisory | Baltimore, MD | Form ADV (adviser update) | $124.3B | View |
| Mar 31 | Brown Advisory | Baltimore, MD | Form ADV (adviser update) | $124.3B | View |
| Mar 31 | Rockefeller Capital Management | New York, NY | Form ADV (adviser update) | $99.6B | View |
| Mar 31 | Rockefeller Capital Management | New York, NY | Form ADV (adviser update) | $99.6B | View |
| Mar 31 | Pathway Capital Management | Irvine, CA | Form ADV (adviser update) | $97.8B | View |
| Mar 31 | Pantheon | San Francisco, CA | Form ADV (adviser update) | $87.7B | View |
| Mar 31 | Brookfield Asset Management | Toronto, Ontario | Form ADV (adviser update) | $73.8B | 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 | Manulife Investment Management | Boston, MA | Form ADV (adviser update) | $48.3B | View |
| Mar 31 | Manulife Investment Management | Boston, MA | Form ADV (adviser update) | $48.3B | View |
| Mar 31 | Chevy Chase Trust | Bethesda, MD | Form ADV (adviser update) | $44.9B | View |
| Mar 31 | Chevy Chase Trust | Bethesda, MD | Form ADV (adviser update) | $44.9B | View |
| Mar 31 | Rockefeller Capital Management | New York, NY | Form ADV (adviser update) | $36.8B | View |
| Mar 31 | Rockefeller Capital Management | New York, NY | Form ADV (adviser update) | $36.8B | View |
| Mar 31 | BBR Partners | New York, NY | Form ADV (adviser update) | $36.5B | View |
| Mar 31 | Hudson Park Advisors | Dallas, TX | Form ADV (adviser update) | $36.4B | View |
| Mar 31 | Quantum Capital Partners | Houston, TX | Form ADV (adviser update) | $28.8B | View |
| Mar 31 | Silvercrest Asset Management Group | New York, NY | Form ADV (adviser update) | $28.3B | View |
| Mar 31 | Silvercrest Asset Management Group | New York, NY | Form ADV (adviser update) | $28.3B | View |
| Mar 31 | Makena Capital Management | Menlo Park, CA | Form ADV (adviser update) | $24.3B | View |
| Mar 31 | Makena Capital Management | Menlo Park, CA | Form ADV (adviser update) | $24.3B | View |
| Mar 31 | Oxford Financial Group | Carmel, IN | Form ADV (adviser update) | $23.3B | View |
| Mar 31 | Cerity Partners | New York, NY | Form ADV (adviser update) | $21.1B | View |
| Mar 31 | Cerity Partners | New York, NY | Form ADV (adviser update) | $21.1B | View |
| Mar 31 | Baker Street Advisors | San Francisco, CA | Form ADV (adviser update) | $20.8B | View |
| Mar 31 | Comprehensive Financial Management | Los Gatos, CA | Form ADV (adviser update) | $18.5B | 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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