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.
198 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 |
|---|---|---|---|---|---|
| Jul 14 | Pantheon | San Francisco, CA | Form ADV (adviser update) | $87.7B | View |
| Jul 14 | Manhattan West Asset Management | Los Angeles, CA | Form ADV (adviser update) | $1.2B | View |
| Jul 14 | Fire Capital Management | San Francisco, CA | Form ADV (adviser update) | $635M | View |
| Jul 10 | Brookfield Asset Management | Toronto, Ontario, CA | Form ADV (adviser update) | $73.8B | View |
| Jul 10 | Hill House Capital | San Francisco, CA | Form ADV (adviser update) | $744K | View |
| Jul 7 | Meritage Group | San Francisco, CA | Form ADV (adviser update) | $14.1B | View |
| Jul 1 | REMY Investors & Consultants | Los Angeles, CA | Form ADV (adviser update) | $888M | View |
| Jun 30 | Pathway Capital Management | Irvine, CA | Form ADV (adviser update) | $97.8B | View |
| Jun 30 | Hackman Capital Partners | Culver City, CA | Form ADV (adviser update) | $1.2B | View |
| Jun 30 | Heritage Wealth Management | San Diego, CA | Form ADV (adviser update) | $643M | View |
| Jun 29 | StepStone Group | La Jolla, CA | Form ADV (adviser update) | $5.8B | View |
| Jun 29 | Integrated Capital Management (Los Angeles) | Los Angeles, CA | Form ADV (adviser update) | $48.4M | View |
| Jun 24 | SB Investment Partners | Menlo Park, CA | Form ADV (adviser update) | $53.5B | View |
| Jun 24 | Sivia Capital Partners | Mill Valley, CA | Form ADV (adviser update) | $1.2B | View |
| Jun 24 | OceanIQ Capital | Palo Alto, CA | Form ADV (adviser update) | $334M | View |
| Jun 23 | Ward & Associates | San Diego, CA | Form ADV (adviser update) | $187M | View |
| Jun 16 | Serenus Wealth Advisors | Santa Monica, CA | Form ADV (adviser update) | $1.5B | View |
| Jun 12 | Perigon Wealth Management | San Francisco, CA | Form ADV (adviser update) | $11.3B | View |
| Jun 9 | IEQ Capital | Foster City, CA | Form ADV (adviser update) | $56.8B | View |
| Jun 4 | Beta Wealth Group | San Diego, CA | Form ADV (adviser update) | $460M | View |
| May 29 | B Capital (Iceland) | Manhattan Beach, CA | Form ADV (adviser update) | $8.2B | View |
| May 29 | Bailard | Foster City, CA | Form ADV (adviser update) | $7.6B | View |
| May 29 | TURN8 Private Wealth | Pointe Claire, CA | Form ADV (adviser update) | $350M | View |
| May 27 | Hackman Capital Partners | Culver City, CA | Form ADV (adviser update) | $1.2B | View |
| May 26 | Ares Management | Los Angeles, CA | Form ADV (adviser update) | $458.8B | View |
| May 26 | Intellectus Partners | San Francisco, CA | Form ADV (adviser update) | $1.6B | View |
| May 26 | MCM Wealth | Novato, CA | Form ADV (adviser update) | $171M | View |
| May 22 | Ohana Advisors | San Rafael, CA | Form ADV (adviser update) | $2.8B | View |
| May 22 | Ohana Advisors | San Rafael, CA | Form ADV (adviser update) | $2.8B | View |
| May 18 | Medley Partners | San Francisco, CA | Form ADV (adviser update) | $7.0B | View |
| May 18 | Medley Partners | San Francisco, CA | Form ADV (adviser update) | $7.0B | View |
| May 8 | Centura Wealth Advisory | San Diego, CA | Form ADV (adviser update) | $1.2B | View |
| May 6 | Sonen Capital | San Francisco, CA | Form ADV (adviser update) | $1.1B | View |
| May 6 | Sonen Capital | San Francisco, CA | Form ADV (adviser update) | $1.1B | View |
| May 6 | REMY Investors & Consultants | Los Angeles, CA | Form ADV (adviser update) | $888M | View |
| May 5 | VerCap Management | Los Angeles, CA | Form ADV (adviser update) | $1.6B | View |
| May 5 | VerCap Management | Los Angeles, CA | Form ADV (adviser update) | $1.6B | View |
| May 5 | Opes Wealth Management | Menlo Park, CA | Form ADV (adviser update) | $822M | View |
| May 5 | Opes Wealth Management | Menlo Park, CA | Form ADV (adviser update) | $822M | View |
| May 4 | Cliffwater | Marina Del Rey, CA | Form ADV (adviser update) | $48.5B | View |
| May 4 | Cliffwater | Marina Del Rey, CA | Form ADV (adviser update) | $48.5B | View |
| May 1 | Aspiriant | Los Angeles, CA | Form ADV (adviser update) | $18.0B | View |
| Apr 30 | Alliance Advisory & Securities | Westlake Village, CA | Form ADV (adviser update) | $687M | View |
| Apr 30 | International Private Wealth Management | San Diego, CA | Form ADV (adviser update) | $255M | View |
| Apr 30 | International Private Wealth Management | San Diego, CA | Form ADV (adviser update) | $255M | View |
| Apr 29 | HCR Wealth Advisors | Los Angeles, CA | Form ADV (adviser update) | $2.0B | View |
| Apr 27 | Werklund Family Office | Calgary, Alberta, CA | Form ADV (adviser update) | $683M | View |
| Apr 24 | OceanIQ Capital | Redwood City, CA | Form ADV (adviser update) | $334M | View |
| Apr 16 | Manulife Investment Management | Toronto, On, CA | Form ADV (adviser update) | $378M | View |
| Apr 14 | ICONIQ Capital | San Francisco, CA | Form ADV (adviser update) | $117.5B | 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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