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 30 | East Rock Capital | New York, NY | Form ADV (adviser update) | $4.8B | View |
| Mar 30 | Beacon Trust | Morristown, NJ | Form ADV (adviser update) | $4.4B | View |
| Mar 30 | Manchester Capital Management | Manchester, VT | Form ADV (adviser update) | $2.8B | View |
| Mar 30 | Pine Valley Investments | Marlton, NJ | Form ADV (adviser update) | $2.7B | View |
| Mar 30 | Pine Valley Investments | Marlton, NJ | Form ADV (adviser update) | $2.7B | View |
| Mar 30 | Mosaic Family Wealth | St. Louis, MO | Form ADV (adviser update) | $2.0B | View |
| Mar 30 | Mosaic Family Wealth | St. Louis, MO | Form ADV (adviser update) | $2.0B | View |
| Mar 30 | Diversified Management | Milwaukee, WI | Form ADV (adviser update) | $1.9B | View |
| Mar 30 | Diversified Management | Milwaukee, WI | Form ADV (adviser update) | $1.9B | View |
| Mar 30 | View Capital RIA | Dallas, TX | Form ADV (adviser update) | $1.8B | View |
| Mar 30 | View Capital RIA | Dallas, TX | Form ADV (adviser update) | $1.8B | View |
| Mar 30 | Dorchester Capital Advisors | Los Angeles, CA | Form ADV (adviser update) | $1.7B | View |
| Mar 30 | Dorchester Capital Advisors | Los Angeles, CA | Form ADV (adviser update) | $1.7B | View |
| Mar 30 | Muller & Monroe Asset Management | Chicago, IL | Form ADV (adviser update) | $1.6B | View |
| Mar 30 | Catholic Investment Services | Boston, MA | Form ADV (adviser update) | $1.5B | View |
| Mar 30 | Cypress Point Wealth Management | Dallas, TX | Form ADV (adviser update) | $1.5B | View |
| Mar 30 | Cypress Point Wealth Management | Dallas, TX | Form ADV (adviser update) | $1.5B | View |
| Mar 30 | Shade Tree Advisors | Saratoga Springs, NY | Form ADV (adviser update) | $1.5B | View |
| Mar 30 | Shade Tree Advisors | Saratoga Springs, NY | Form ADV (adviser update) | $1.5B | View |
| Mar 30 | Level Four Capital Management | Dallas, TX | Form ADV (adviser update) | $1.4B | View |
| Mar 30 | Hollow Brook Wealth Management | Katonah, NY | Form ADV (adviser update) | $1.4B | View |
| Mar 30 | Hollow Brook Wealth Management | Katonah, NY | Form ADV (adviser update) | $1.4B | View |
| Mar 30 | Westminster Financial Advisory | Beavercreek, OH | Form ADV (adviser update) | $1.4B | View |
| Mar 30 | Westminster Financial Advisory | Beavercreek, OH | Form ADV (adviser update) | $1.4B | View |
| Mar 30 | Moisand Fitzgerald Tamayo | Orlando, FL | Form ADV (adviser update) | $1.4B | View |
| Mar 30 | Moisand Fitzgerald Tamayo | Orlando, FL | Form ADV (adviser update) | $1.4B | View |
| Mar 30 | QuadCap Wealth Management | Frisco, TX | Form ADV (adviser update) | $1.3B | View |
| Mar 30 | CommonWealth Investments | Pittsburgh, PA | Form ADV (adviser update) | $1.3B | View |
| Mar 30 | CommonWealth Investments | Pittsburgh, PA | Form ADV (adviser update) | $1.3B | View |
| Mar 30 | Sivia Capital Partners | Mill Valley, CA | Form ADV (adviser update) | $1.2B | View |
| Mar 30 | Alternative Investment Management | Copenhagen, DE | Form ADV (adviser update) | $1.2B | View |
| Mar 30 | WPWealth | Fort Worth, TX | Form ADV (adviser update) | $1.2B | View |
| Mar 30 | Manhattan West Asset Management | Los Angeles, CA | Form ADV (adviser update) | $1.2B | View |
| Mar 30 | Financial Partners | Overland Park, KS | Form ADV (adviser update) | $1.1B | View |
| Mar 30 | Financial Partners | Overland Park, KS | Form ADV (adviser update) | $1.1B | View |
| Mar 30 | Three Bridge Wealth Advisors | Los Altos, CA | Form ADV (adviser update) | $1.0B | View |
| Mar 30 | Three Bridge Wealth Advisors | Los Altos, CA | Form ADV (adviser update) | $1.0B | View |
| Mar 30 | Chicory Wealth | Form ADV (adviser update) | $840M | View | |
| Mar 30 | Safanad | New York, NY | Form ADV (adviser update) | $780M | View |
| Mar 30 | Freedom Day Solutions | Houston, TX | Form ADV (adviser update) | $615M | View |
| Mar 30 | Endowment Wealth Management | Appleton, WI | Form ADV (adviser update) | $609M | View |
| Mar 30 | J. Stern & Co. | New York City, NY | Form ADV (adviser update) | $609M | View |
| Mar 30 | Affiliated Private Investors | West Palm Beach, FL | Form ADV (adviser update) | $534M | View |
| Mar 30 | Affiliated Private Investors | West Palm Beach, FL | Form ADV (adviser update) | $534M | View |
| Mar 30 | First National Advisors | Atlanta, GA | Form ADV (adviser update) | $506M | View |
| Mar 30 | First National Advisors | Atlanta, GA | Form ADV (adviser update) | $506M | View |
| Mar 30 | Argent Wealth Management | Ridgeland, MS | Form ADV (adviser update) | $487M | View |
| Mar 30 | Argent Wealth Management | Ridgeland, MS | Form ADV (adviser update) | $487M | View |
| Mar 30 | Brightside Partners | Lantana, FL | Form ADV (adviser update) | $473M | View |
| Mar 30 | Brightside Partners | Lantana, FL | Form ADV (adviser update) | $473M | 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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