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 | Virtera Partners | Pepper Pike, OH | Form ADV (adviser update) | $452M | View |
| Mar 30 | Virtera Partners | Pepper Pike, OH | Form ADV (adviser update) | $452M | View |
| Mar 30 | Arrowroot Family Office | Marina Del Rey, CA | Form ADV (adviser update) | $431M | View |
| Mar 30 | Arrowroot Family Office | Marina Del Rey, CA | Form ADV (adviser update) | $431M | View |
| Mar 30 | Alternative Investment Management | Copenhagen, DE | Form ADV (adviser update) | $424M | View |
| Mar 30 | Lion City Capital | London, UN | Form ADV (adviser update) | $420M | View |
| Mar 30 | Optivest | San Juan Capistrano, CA | Form ADV (adviser update) | $319M | View |
| Mar 30 | Optivest | San Juan Capistrano, CA | Form ADV (adviser update) | $319M | View |
| Mar 30 | Richardson Wealth | Toronto, Ontario | Form ADV (adviser update) | $244M | View |
| Mar 30 | Spectrum Financial Services | Troy, MI | Form ADV (adviser update) | $235M | View |
| Mar 30 | Spectrum Financial Services | Troy, MI | Form ADV (adviser update) | $235M | View |
| Mar 30 | Schultz Financial Group | Reno, NV | Form ADV (adviser update) | $215M | View |
| Mar 30 | Steelhead Capital Management | Fort Worth, TX | Form ADV (adviser update) | $203M | View |
| Mar 30 | Steelhead Capital Management | Fort Worth, TX | Form ADV (adviser update) | $203M | View |
| Mar 30 | DCA Family Office | Roseville, CA | Form ADV (adviser update) | $120M | View |
| Mar 30 | DCA Family Office | Roseville, CA | Form ADV (adviser update) | $120M | View |
| Mar 30 | Abacus Capital | Plantation, FL | Form ADV (adviser update) | $120M | View |
| Mar 30 | Abacus Capital | Plantation, FL | Form ADV (adviser update) | $120M | View |
| Mar 30 | Phoenix International Investments | Nashua, NH | Form ADV (adviser update) | $97.5M | View |
| Mar 30 | Phoenix International Investments | Nashua, NH | Form ADV (adviser update) | $97.5M | View |
| Mar 30 | Lometa Capital Partners | Sugar Land, TX | Form ADV (adviser update) | $62.1M | View |
| Mar 30 | AR Capital | Ebene, MA | Form ADV (adviser update) | $55.4M | View |
| Mar 30 | Alternative Investment Management | Miami, FL | Form ADV (adviser update) | $54.6M | View |
| Mar 30 | HEPCO Capital Management | Philadelphia, PA | Form ADV (adviser update) | $30.9M | View |
| Mar 30 | Fidelis Capital | Birmingham, AL | Form ADV (adviser update) | $18.3M | View |
| Mar 30 | Fidelis Capital | Birmingham, AL | Form ADV (adviser update) | $18.3M | View |
| Mar 30 | Pantheon | San Francisco, CA | Form ADV (adviser update) | $11 | View |
| Mar 29 | Wealthspire Advisors | Melville, NY | Form ADV (adviser update) | $4.4B | View |
| Mar 29 | Strategic Wealth Partners | Independence, OH | Form ADV (adviser update) | $1.6B | View |
| Mar 29 | Strategic Wealth Partners | Independence, OH | Form ADV (adviser update) | $1.6B | View |
| Mar 29 | Fiduciary Financial Advisors | Cottonwood Heights, UT | Form ADV (adviser update) | $520M | View |
| Mar 28 | Owl Creek Partners | Denver, CO | Form ADV (adviser update) | $602M | View |
| Mar 27 | Morgan Stanley Investment Management | London | Form ADV (adviser update) | $174.5B | View |
| Mar 27 | GCM Grosvenor | Chicago, IL | Form ADV (adviser update) | $95.5B | View |
| Mar 27 | Nippon Life Global Investors Americas | New York, NY | Form ADV (adviser update) | $83.0B | View |
| Mar 27 | Nippon Life Global Investors Americas | New York, NY | Form ADV (adviser update) | $83.0B | View |
| Mar 27 | Portfolio Advisors | Darien, CT | Form ADV (adviser update) | $47.8B | View |
| Mar 27 | Portfolio Advisors | Darien, CT | Form ADV (adviser update) | $47.8B | View |
| Mar 27 | Investure | Charlottesville, VA | Form ADV (adviser update) | $38.5B | View |
| Mar 27 | myCIO Wealth Partners | Philadelphia, PA | Form ADV (adviser update) | $15.8B | View |
| Mar 27 | Morgan Stanley Investment Management | Singapore | Form ADV (adviser update) | $10.9B | View |
| Mar 27 | Morgan Stanley Investment Management | Singapore, SI | Form ADV (adviser update) | $10.9B | View |
| Mar 27 | Greycourt & Co. | Pittsburgh, PA | Form ADV (adviser update) | $6.6B | View |
| Mar 27 | New England Private Wealth Advisors | Wellesley, MA | Form ADV (adviser update) | $5.1B | View |
| Mar 27 | New England Private Wealth Advisors | Wellesley, MA | Form ADV (adviser update) | $5.1B | View |
| Mar 27 | TFO Family Office Partners | Phoenix, AZ | Form ADV (adviser update) | $5.0B | View |
| Mar 27 | Trillium Asset Management | Boston, MA | Form ADV (adviser update) | $4.3B | View |
| Mar 27 | FFT Wealth Management | Philadelphia, PA | Form ADV (adviser update) | $2.3B | View |
| Mar 27 | Spruceview Capital Partners | Denver, CO | Form ADV (adviser update) | $2.3B | View |
| Mar 27 | Spruceview Capital Partners | Denver, CO | Form ADV (adviser update) | $2.3B | 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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