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 |
|---|---|---|---|---|---|
| Mar 31 | Comprehensive Financial Management | Los Gatos, CA | Form ADV (adviser update) | $18.5B | View |
| Mar 31 | Arlington Capital | Bethesda, MD | Form ADV (adviser update) | $18.2B | View |
| Mar 31 | Arlington Capital | Bethesda, MD | Form ADV (adviser update) | $18.2B | View |
| Mar 31 | Gresham Partners | Chicago, IL | Form ADV (adviser update) | $13.8B | View |
| Mar 31 | Rockpoint | Boston, MA | Form ADV (adviser update) | $13.0B | View |
| Mar 31 | Rockpoint | Boston, MA | Form ADV (adviser update) | $13.0B | View |
| Mar 31 | NorthRock Partners | Minneapolis, MN | Form ADV (adviser update) | $12.2B | View |
| Mar 31 | LaSalle Investment Management | Chicago, IL | Form ADV (adviser update) | $11.5B | View |
| Mar 31 | LaSalle Investment Management | Chicago, IL | Form ADV (adviser update) | $11.5B | View |
| Mar 31 | Gerber/Taylor Management | Memphis, TN | Form ADV (adviser update) | $11.4B | View |
| Mar 31 | Nicola Wealth | Vancouver | Form ADV (adviser update) | $11.0B | View |
| Mar 31 | CAZ Investments | Houston, TX | Form ADV (adviser update) | $10.8B | View |
| Mar 31 | CAZ Investments | Houston, TX | Form ADV (adviser update) | $10.8B | View |
| Mar 31 | Altair Advisers | Chicago, IL | Form ADV (adviser update) | $9.8B | View |
| Mar 31 | Altair Advisers | Chicago, IL | Form ADV (adviser update) | $9.8B | View |
| Mar 31 | Tolleson Wealth Management | Dallas, TX | Form ADV (adviser update) | $9.3B | View |
| Mar 31 | H.M. Payson | Portland, ME | Form ADV (adviser update) | $9.1B | View |
| Mar 31 | H.M. Payson | Portland, ME | Form ADV (adviser update) | $9.1B | View |
| Mar 31 | Axxcess Wealth Management | Carlsbad, CA | Form ADV (adviser update) | $8.9B | View |
| Mar 31 | Axxcess Wealth Management | Carlsbad, CA | Form ADV (adviser update) | $8.9B | View |
| Mar 31 | Manulife Investment Management | Boston, MA | Form ADV (adviser update) | $6.7B | View |
| Mar 31 | Manulife Investment Management | Boston, MA | Form ADV (adviser update) | $6.7B | View |
| Mar 31 | The Bollard Group | Boston, MA | Form ADV (adviser update) | $6.7B | View |
| Mar 31 | Aspen Grove Capital | Avon, CO | Form ADV (adviser update) | $6.7B | View |
| Mar 31 | Pitcairn | Conshohocken, PA | Form ADV (adviser update) | $5.9B | View |
| Mar 31 | Pitcairn | Conshohocken, PA | Form ADV (adviser update) | $5.9B | View |
| Mar 31 | Waldron Private Wealth | Bridgeville, PA | Form ADV (adviser update) | $5.5B | View |
| Mar 31 | Krilogy | St. Louis, MO | Form ADV (adviser update) | $5.2B | View |
| Mar 31 | Krilogy | St. Louis, MO | Form ADV (adviser update) | $5.2B | View |
| Mar 31 | Pantheon | London | Form ADV (adviser update) | $4.6B | View |
| Mar 31 | Beacon Capital | Dayton, OH | Form ADV (adviser update) | $4.3B | View |
| Mar 31 | Beacon Capital | Dayton, OH | Form ADV (adviser update) | $4.3B | View |
| Mar 31 | Matter Family Office | St Louis, MO | Form ADV (adviser update) | $3.8B | View |
| Mar 31 | Ducenta Squared Asset Management | El Segundo, CA | Form ADV (adviser update) | $3.3B | View |
| Mar 31 | Ducenta Squared Asset Management | El Segundo, CA | Form ADV (adviser update) | $3.3B | View |
| Mar 31 | LaSalle Investment Management | Baltimore, MD | Form ADV (adviser update) | $3.3B | View |
| Mar 31 | LaSalle Investment Management | Baltimore, MD | Form ADV (adviser update) | $3.3B | View |
| Mar 31 | Windrose Advisors | Waltham, MA | Form ADV (adviser update) | $2.7B | View |
| Mar 31 | Windrose Advisors | Waltham, MA | Form ADV (adviser update) | $2.7B | View |
| Mar 31 | Validus Capital | El Segundo, CA | Form ADV (adviser update) | $2.5B | View |
| Mar 31 | Validus Capital | El Segundo, CA | Form ADV (adviser update) | $2.5B | View |
| Mar 31 | Summit Wealth Group | Colorado Springs, CO | Form ADV (adviser update) | $2.3B | View |
| Mar 31 | Oakmont Corporation | Los Angeles, CA | Form ADV (adviser update) | $2.2B | View |
| Mar 31 | C.M. Capital Advisors | Palo Alto, CA | Form ADV (adviser update) | $2.0B | View |
| Mar 31 | C.M. Capital Advisors | Palo Alto, CA | Form ADV (adviser update) | $2.0B | View |
| Mar 31 | Blue Chip Partners | Farmington Hills, MI | Form ADV (adviser update) | $1.9B | View |
| Mar 31 | Blue Chip Partners | Farmington Hills, MI | Form ADV (adviser update) | $1.9B | View |
| Mar 31 | First Long Island Investors | Jericho, NY | Form ADV (adviser update) | $1.9B | View |
| Mar 31 | First Long Island Investors | Jericho, NY | Form ADV (adviser update) | $1.9B | View |
| Mar 31 | CSM Capital | New York, NY | Form ADV (adviser update) | $1.8B | 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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