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 | CSM Capital | New York, NY | Form ADV (adviser update) | $1.8B | View |
| Mar 31 | Morgan Creek Capital Management | Chapel Hill, NC | Form ADV (adviser update) | $1.8B | View |
| Mar 31 | Morgan Creek Capital Management | Chapel Hill, NC | Form ADV (adviser update) | $1.8B | View |
| Mar 31 | Alpha Square Group | New York, NY | Form ADV (adviser update) | $1.6B | View |
| Mar 31 | Annandale Capital | Dallas, TX | Form ADV (adviser update) | $1.6B | View |
| Mar 31 | Annandale Capital | Dallas, TX | Form ADV (adviser update) | $1.6B | View |
| Mar 31 | Compak Asset Management | Newport Beach, CA | Form ADV (adviser update) | $1.5B | View |
| Mar 31 | Compak Asset Management | Newport Beach, CA | Form ADV (adviser update) | $1.5B | View |
| Mar 31 | Salem Partners Wealth Management | Los Angeles, CA | Form ADV (adviser update) | $1.5B | View |
| Mar 31 | Salem Partners Wealth Management | Los Angeles, CA | Form ADV (adviser update) | $1.5B | View |
| Mar 31 | Allianz Capital Partners | Munich, GE | Form ADV (adviser update) | $1.4B | View |
| Mar 31 | FourStar Wealth Advisors | Chicago, IL | Form ADV (adviser update) | $1.4B | View |
| Mar 31 | Granite Capital Management | Greenwich, CT | Form ADV (adviser update) | $1.3B | View |
| Mar 31 | Granite Capital Management | Greenwich, CT | Form ADV (adviser update) | $1.3B | View |
| Mar 31 | Coury Firm | Pittsburgh, PA | Form ADV (adviser update) | $1.3B | View |
| Mar 31 | Coury Firm | Pittsburgh, PA | Form ADV (adviser update) | $1.3B | View |
| Mar 31 | Beacon Capital | Boston, MA | Form ADV (adviser update) | $1.3B | View |
| Mar 31 | Beacon Capital | Boston, MA | Form ADV (adviser update) | $1.3B | View |
| Mar 31 | Crystal Capital Partners | Bay Harbor Islands, FL | Form ADV (adviser update) | $1.3B | View |
| Mar 31 | Crystal Capital Partners | Bay Harbor Islands, FL | Form ADV (adviser update) | $1.3B | View |
| Mar 31 | Armstrong Fleming & Moore | Washington, DC | Form ADV (adviser update) | $1.3B | View |
| Mar 31 | Andina Advisors | Logan, UT | Form ADV (adviser update) | $1.3B | View |
| Mar 31 | ATLAS Capital Advisors (San Francisco) | San Francisco, CA | Form ADV (adviser update) | $1.1B | View |
| Mar 31 | ATLAS Capital Advisors (San Francisco) | San Francisco, CA | Form ADV (adviser update) | $1.1B | View |
| Mar 31 | QP Global Family Offices | Greenwich, CT | Form ADV (adviser update) | $1.0B | View |
| Mar 31 | QP Global Family Offices | Greenwich, CT | Form ADV (adviser update) | $1.0B | View |
| Mar 31 | FitzRoy Investment Advisors | Aventura, FL | Form ADV (adviser update) | $1.0B | View |
| Mar 31 | FitzRoy Investment Advisors | Aventura, FL | Form ADV (adviser update) | $1.0B | View |
| Mar 31 | Fermata Advisors | Sonoma, CA | Form ADV (adviser update) | $1.0B | View |
| Mar 31 | Headlands Capital | New York, NY | Form ADV (adviser update) | $949M | View |
| Mar 31 | Headlands Capital | New York, NY | Form ADV (adviser update) | $949M | View |
| Mar 31 | Blue Water Advisors (Boca Raton) | Boca Raton, FL | Form ADV (adviser update) | $928M | View |
| Mar 31 | Blue Water Advisors (Boca Raton) | Boca Raton, FL | Form ADV (adviser update) | $928M | View |
| Mar 31 | Brookfield Asset Management | New York, NY | Form ADV (adviser update) | $912M | View |
| Mar 31 | Constitution Capital Partners | Andover, MA | Form ADV (adviser update) | $911M | View |
| Mar 31 | Constitution Capital Partners | Andover, MA | Form ADV (adviser update) | $911M | View |
| Mar 31 | Capital Innovations | Waukesha, WI | Form ADV (adviser update) | $807M | View |
| Mar 31 | Capital Innovations | Waukesha, WI | Form ADV (adviser update) | $807M | View |
| Mar 31 | Harvest Financial Advisors | West Chester, OH | Form ADV (adviser update) | $671M | View |
| Mar 31 | Las Olas Capital Advisors | Fort Lauderdale, FL | Form ADV (adviser update) | $552M | View |
| Mar 31 | CH Global Capital Management | New York, NY | Form ADV (adviser update) | $529M | View |
| Mar 31 | Cypress Point Wealth Management | Mill Valley, CA | Form ADV (adviser update) | $512M | View |
| Mar 31 | Ballast Point Capital | Tampa, FL | Form ADV (adviser update) | $500M | View |
| Mar 31 | Quantum Capital Partners | Houston, TX | Form ADV (adviser update) | $491M | View |
| Mar 31 | Lavelle Capital | San Francisco, CA | Form ADV (adviser update) | $410M | View |
| Mar 31 | Kensington Investment Company | Long Beach, CA | Form ADV (adviser update) | $310M | View |
| Mar 31 | Kensington Investment Company | Long Beach, CA | Form ADV (adviser update) | $310M | View |
| Mar 31 | Hallador Investment Advisors | Reno, NV | Form ADV (adviser update) | $271M | View |
| Mar 31 | ATHOS Private Wealth | Holladay, UT | Form ADV (adviser update) | $268M | View |
| Mar 31 | ATHOS Private Wealth | Holladay, UT | Form ADV (adviser update) | $268M | 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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