Updated daily from SEC filings

Real estate signals

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.

73
raises filed, last 30 days
$3.2B
sought, last 30 days
CA
most active state
Other real estate
most common type
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198 recent filings by investors on PropertyLPs: SEC adviser filings (Form ADV) and pension plan annual filings (Form 5500).

FiledInvestorLocationFilingAUM / assetsSource
Jul 14PantheonSan Francisco, CAForm ADV (adviser update)$87.7BView
Jul 14Manhattan West Asset ManagementLos Angeles, CAForm ADV (adviser update)$1.2BView
Jul 14Fire Capital ManagementSan Francisco, CAForm ADV (adviser update)$635MView
Jul 10Brookfield Asset ManagementToronto, Ontario, CAForm ADV (adviser update)$73.8BView
Jul 10Hill House CapitalSan Francisco, CAForm ADV (adviser update)$744KView
Jul 7Meritage GroupSan Francisco, CAForm ADV (adviser update)$14.1BView
Jul 1REMY Investors & ConsultantsLos Angeles, CAForm ADV (adviser update)$888MView
Jun 30Pathway Capital ManagementIrvine, CAForm ADV (adviser update)$97.8BView
Jun 30Hackman Capital PartnersCulver City, CAForm ADV (adviser update)$1.2BView
Jun 30Heritage Wealth ManagementSan Diego, CAForm ADV (adviser update)$643MView
Jun 29StepStone GroupLa Jolla, CAForm ADV (adviser update)$5.8BView
Jun 29Integrated Capital Management (Los Angeles)Los Angeles, CAForm ADV (adviser update)$48.4MView
Jun 24SB Investment PartnersMenlo Park, CAForm ADV (adviser update)$53.5BView
Jun 24Sivia Capital PartnersMill Valley, CAForm ADV (adviser update)$1.2BView
Jun 24OceanIQ CapitalPalo Alto, CAForm ADV (adviser update)$334MView
Jun 23Ward & AssociatesSan Diego, CAForm ADV (adviser update)$187MView
Jun 16Serenus Wealth AdvisorsSanta Monica, CAForm ADV (adviser update)$1.5BView
Jun 12Perigon Wealth ManagementSan Francisco, CAForm ADV (adviser update)$11.3BView
Jun 9IEQ CapitalFoster City, CAForm ADV (adviser update)$56.8BView
Jun 4Beta Wealth GroupSan Diego, CAForm ADV (adviser update)$460MView
May 29B Capital (Iceland)Manhattan Beach, CAForm ADV (adviser update)$8.2BView
May 29BailardFoster City, CAForm ADV (adviser update)$7.6BView
May 29TURN8 Private WealthPointe Claire, CAForm ADV (adviser update)$350MView
May 27Hackman Capital PartnersCulver City, CAForm ADV (adviser update)$1.2BView
May 26Ares ManagementLos Angeles, CAForm ADV (adviser update)$458.8BView
May 26Intellectus PartnersSan Francisco, CAForm ADV (adviser update)$1.6BView
May 26MCM WealthNovato, CAForm ADV (adviser update)$171MView
May 22Ohana AdvisorsSan Rafael, CAForm ADV (adviser update)$2.8BView
May 22Ohana AdvisorsSan Rafael, CAForm ADV (adviser update)$2.8BView
May 18Medley PartnersSan Francisco, CAForm ADV (adviser update)$7.0BView
May 18Medley PartnersSan Francisco, CAForm ADV (adviser update)$7.0BView
May 8Centura Wealth AdvisorySan Diego, CAForm ADV (adviser update)$1.2BView
May 6Sonen CapitalSan Francisco, CAForm ADV (adviser update)$1.1BView
May 6Sonen CapitalSan Francisco, CAForm ADV (adviser update)$1.1BView
May 6REMY Investors & ConsultantsLos Angeles, CAForm ADV (adviser update)$888MView
May 5VerCap ManagementLos Angeles, CAForm ADV (adviser update)$1.6BView
May 5VerCap ManagementLos Angeles, CAForm ADV (adviser update)$1.6BView
May 5Opes Wealth ManagementMenlo Park, CAForm ADV (adviser update)$822MView
May 5Opes Wealth ManagementMenlo Park, CAForm ADV (adviser update)$822MView
May 4CliffwaterMarina Del Rey, CAForm ADV (adviser update)$48.5BView
May 4CliffwaterMarina Del Rey, CAForm ADV (adviser update)$48.5BView
May 1AspiriantLos Angeles, CAForm ADV (adviser update)$18.0BView
Apr 30Alliance Advisory & SecuritiesWestlake Village, CAForm ADV (adviser update)$687MView
Apr 30International Private Wealth ManagementSan Diego, CAForm ADV (adviser update)$255MView
Apr 30International Private Wealth ManagementSan Diego, CAForm ADV (adviser update)$255MView
Apr 29HCR Wealth AdvisorsLos Angeles, CAForm ADV (adviser update)$2.0BView
Apr 27Werklund Family OfficeCalgary, Alberta, CAForm ADV (adviser update)$683MView
Apr 24OceanIQ CapitalRedwood City, CAForm ADV (adviser update)$334MView
Apr 16Manulife Investment ManagementToronto, On, CAForm ADV (adviser update)$378MView
Apr 14ICONIQ CapitalSan Francisco, CAForm ADV (adviser update)$117.5BView
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Questions

Where does this data come from?

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.

How should sponsors use it?

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.

Why does a raise say 'Not stated'?

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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