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.
98 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 | 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 | Quantum Capital Partners | Houston, TX | Form ADV (adviser update) | $491M | View |
| Mar 31 | Argent Wealth Management | Round Rock, TX | Form ADV (adviser update) | $172M | 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 | 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 | Level Four Capital Management | Dallas, TX | Form ADV (adviser update) | $1.4B | View |
| Mar 30 | QuadCap Wealth Management | Frisco, TX | Form ADV (adviser update) | $1.3B | View |
| Mar 30 | WPWealth | Fort Worth, TX | Form ADV (adviser update) | $1.2B | View |
| Mar 30 | Freedom Day Solutions | Houston, TX | Form ADV (adviser update) | $615M | 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 | Lometa Capital Partners | Sugar Land, TX | Form ADV (adviser update) | $62.1M | View |
| Mar 27 | Capital Creek Partners | Austin, TX | Form ADV (adviser update) | $1.5B | View |
| Mar 27 | Nuclo Wealth | Houston, TX | Form ADV (adviser update) | $294M | View |
| Mar 27 | Nuclo Wealth | Houston, TX | Form ADV (adviser update) | $294M | View |
| Mar 27 | Snowcap Capital Management | Dallas, TX | Form ADV (adviser update) | $239M | View |
| Mar 27 | Snowcap Capital Management | Dallas, TX | Form ADV (adviser update) | $239M | View |
| Mar 26 | Outrunner Capital | Austin, TX | Form ADV (adviser update) | $498M | View |
| Mar 26 | Camden Wealth Advisors | Houston, TX | Form ADV (adviser update) | $366M | View |
| Mar 25 | Virtus Family Office | El Paso, TX | Form ADV (adviser update) | $727M | View |
| Mar 24 | Tailwind Advisors | Fort Worth, TX | Form ADV (adviser update) | $1.7B | View |
| Mar 24 | Tailwind Advisors | Fort Worth, TX | Form ADV (adviser update) | $1.7B | View |
| Mar 23 | Dean Financial Services | Fort Worth, TX | Form ADV (adviser update) | $519M | View |
| Mar 23 | Dean Financial Services | Fort Worth, TX | Form ADV (adviser update) | $519M | View |
| Mar 17 | Corps Capital Advisors | Southlake, TX | Form ADV (adviser update) | $270M | View |
| Mar 17 | Corps Capital Advisors | Southlake, TX | Form ADV (adviser update) | $270M | View |
| Mar 13 | SFMG Wealth Advisors | Plano, TX | Form ADV (adviser update) | $3.0B | View |
| Mar 6 | Strategic Portfolio Advisors | Dallas, TX | Form ADV (adviser update) | $136M | View |
| Mar 6 | Strategic Portfolio Advisors | Dallas, TX | Form ADV (adviser update) | $136M | View |
| Mar 4 | Bison Investment Advisors | The Woodlands, TX | Form ADV (adviser update) | $158M | View |
| Mar 4 | Bison Investment Advisors | The Woodlands, TX | Form ADV (adviser update) | $158M | View |
| Feb 24 | Vaquero Private Wealth | Dallas, TX | Form ADV (adviser update) | $929M | View |
| Feb 24 | Vaquero Private Wealth | Dallas, TX | Form ADV (adviser update) | $929M | View |
| Feb 19 | Heritage Wealth Management | Houston, TX | Form ADV (adviser update) | $358M | View |
| Feb 19 | Heritage Wealth Management | Houston, TX | Form ADV (adviser update) | $358M | View |
| Feb 18 | Eltekon Advisors | West Lake Hills, TX | Form ADV (adviser update) | $340M | View |
| Feb 10 | Autumn Lane Advisors | Houston, TX | Form ADV (adviser update) | $1.2B | View |
| Feb 10 | Autumn Lane Advisors | Houston, TX | Form ADV (adviser update) | $1.2B | View |
| Feb 9 | LBJ Family Wealth Advisors | Austin, TX | Form ADV (adviser update) | $389M | View |
| Feb 9 | LBJ Family Wealth Advisors | Austin, TX | Form ADV (adviser update) | $389M | View |
| Feb 5 | Pioneer Wealth Management | Austin, TX | Form ADV (adviser update) | $399M | View |
| Feb 5 | Pioneer Wealth Management | Austin, TX | Form ADV (adviser update) | $399M | View |
| Feb 4 | Stonebridge Wealth Management | Frisco, TX | Form ADV (adviser update) | $135M | View |
| Feb 4 | Stonebridge Wealth Management | Frisco, TX | Form ADV (adviser update) | $135M | View |
| Jan 15 | South Central | Houston, TX | Form 5500 (pension filing) | $142M | 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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