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 |
|---|---|---|---|---|---|
| Apr 14 | Summit Wealth Group | Camarillo, CA | Form ADV (adviser update) | $250M | View |
| Apr 8 | Nexus Capital | Los Angeles, CA | Form ADV (adviser update) | $5.1B | View |
| Apr 8 | Nexus Capital | Los Angeles, CA | Form ADV (adviser update) | $5.1B | View |
| Apr 1 | Robertson Stephens Advisors | San Francisco, CA | Form ADV (adviser update) | $8.8B | View |
| Mar 31 | Pathway Capital Management | Irvine, CA | Form ADV (adviser update) | $97.8B | View |
| Mar 31 | Pantheon | San Francisco, CA | Form ADV (adviser update) | $87.7B | View |
| Mar 31 | Makena Capital Management | Menlo Park, CA | Form ADV (adviser update) | $24.3B | View |
| Mar 31 | Makena Capital Management | Menlo Park, CA | Form ADV (adviser update) | $24.3B | View |
| Mar 31 | Baker Street Advisors | San Francisco, CA | Form ADV (adviser update) | $20.8B | View |
| Mar 31 | Comprehensive Financial Management | Los Gatos, CA | Form ADV (adviser update) | $18.5B | View |
| Mar 31 | Comprehensive Financial Management | Los Gatos, CA | Form ADV (adviser update) | $18.5B | View |
| Mar 31 | Axxcess Wealth Management | Carlsbad, CA | Form ADV (adviser update) | $8.9B | View |
| Mar 31 | Axxcess Wealth Management | Carlsbad, CA | Form ADV (adviser update) | $8.9B | View |
| Mar 31 | Ducenta Squared Asset Management | El Segundo, CA | Form ADV (adviser update) | $3.3B | View |
| Mar 31 | Ducenta Squared Asset Management | El Segundo, CA | Form ADV (adviser update) | $3.3B | View |
| Mar 31 | Validus Capital | El Segundo, CA | Form ADV (adviser update) | $2.5B | View |
| Mar 31 | Validus Capital | El Segundo, CA | Form ADV (adviser update) | $2.5B | View |
| Mar 31 | Oakmont Corporation | Los Angeles, CA | Form ADV (adviser update) | $2.2B | View |
| Mar 31 | C.M. Capital Advisors | Palo Alto, CA | Form ADV (adviser update) | $2.0B | View |
| Mar 31 | C.M. Capital Advisors | Palo Alto, CA | Form ADV (adviser update) | $2.0B | View |
| Mar 31 | Compak Asset Management | Newport Beach, CA | Form ADV (adviser update) | $1.5B | View |
| Mar 31 | Compak Asset Management | Newport Beach, CA | Form ADV (adviser update) | $1.5B | View |
| Mar 31 | Salem Partners Wealth Management | Los Angeles, CA | Form ADV (adviser update) | $1.5B | View |
| Mar 31 | Salem Partners Wealth Management | Los Angeles, CA | Form ADV (adviser update) | $1.5B | View |
| Mar 31 | ATLAS Capital Advisors (San Francisco) | San Francisco, CA | Form ADV (adviser update) | $1.1B | View |
| Mar 31 | ATLAS Capital Advisors (San Francisco) | San Francisco, CA | Form ADV (adviser update) | $1.1B | View |
| Mar 31 | Fermata Advisors | Sonoma, CA | Form ADV (adviser update) | $1.0B | View |
| Mar 31 | Cypress Point Wealth Management | Mill Valley, CA | Form ADV (adviser update) | $512M | View |
| Mar 31 | Lavelle Capital | San Francisco, CA | Form ADV (adviser update) | $410M | View |
| Mar 31 | Kensington Investment Company | Long Beach, CA | Form ADV (adviser update) | $310M | View |
| Mar 31 | Kensington Investment Company | Long Beach, CA | Form ADV (adviser update) | $310M | View |
| Mar 31 | Ward & Associates | San Diego, CA | Form ADV (adviser update) | $187M | View |
| Mar 31 | Freedom Asset Management | San Mateo, CA | Form ADV (adviser update) | $116M | View |
| Mar 31 | Armory Capital | El Segundo, CA | Form ADV (adviser update) | $0 | View |
| Mar 31 | Armory Capital | El Segundo, CA | Form ADV (adviser update) | $0 | View |
| Mar 30 | IEQ Capital | Foster City, CA | Form ADV (adviser update) | $56.8B | View |
| Mar 30 | Farther | San Francisco, CA | Form ADV (adviser update) | $16.0B | View |
| Mar 30 | Perigon Wealth Management | San Francisco, CA | Form ADV (adviser update) | $11.3B | 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 | Sivia Capital Partners | Mill Valley, CA | 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 | 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 | 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 | 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 | DCA Family Office | Roseville, CA | Form ADV (adviser update) | $120M | View |
| Mar 30 | DCA Family Office | Roseville, CA | Form ADV (adviser update) | $120M | 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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