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 |
|---|---|---|---|---|---|
| Sep 28 | Rand Corporation | Santa Monica, CA | Form 5500 (pension filing) | $726M | View |
| Sep 28 | University of Texas Investment Management Company | Austin, TX | Form 5500 (pension filing) | $64.2M | View |
| Sep 25 | Ascension Investment Management | St. Louis, MO | Form ADV (adviser update) | $42.4B | View |
| Sep 25 | Segment Wealth Management | Houston, TX | Form ADV (adviser update) | $2.1B | View |
| Sep 25 | NBC Securities | Birmingham, AL | Form ADV (adviser update) | $1.8B | View |
| Sep 25 | Ares Management | Los Angeles, CA | Form 5500 (pension filing) | $655M | View |
| Sep 25 | PBMares Wealth Management | Fairfax, VA | Form ADV (adviser update) | $0 | View |
| Sep 24 | Avestar Capital | New York, NY | Form ADV (adviser update) | $2.1B | View |
| Sep 24 | Bessemer Trust | Woodbridge, NJ | Form 5500 (pension filing) | $897M | View |
| Sep 24 | Brilliance Alpha Asset Management | Hong Kong, HO | Form ADV (adviser update) | $851M | View |
| Sep 24 | Compass Ion Advisors | Melville, NY | Form ADV (adviser update) | $767M | View |
| Sep 24 | 1 North Wealth Services | Annapolis, MD | Form ADV (adviser update) | $320M | View |
| Sep 23 | Morgan Stanley Investment Management | London, UN | Form ADV (adviser update) | $174.5B | View |
| Sep 23 | Western Conference of Teamsters Pension Plan | Seattle, WA | Form 5500 (pension filing) | $59.7B | View |
| Sep 23 | Ballentine Partners | Waltham, MA | Form ADV (adviser update) | $15.3B | View |
| Sep 23 | Fortitude Family Office | Scottsdale, AZ | Form ADV (adviser update) | $1.3B | View |
| Sep 23 | Blue Pool Capital | Hong Kong, CH | Form ADV (adviser update) | $493M | View |
| Sep 23 | St. Olaf College Endowment | Northfield, MN | Form 5500 (pension filing) | $355M | View |
| Sep 22 | Activest Wealth Management | Aventura, FL | Form ADV (adviser update) | $1.5B | View |
| Sep 22 | Villanova University Endowment | Villanova, PA | Form 5500 (pension filing) | $1.3B | View |
| Sep 22 | Northland Wealth Management | Minneapolis, MN | Form ADV (adviser update) | $405M | View |
| Sep 22 | Institute for Advanced Study | Princeton, NJ | Form 5500 (pension filing) | $101M | View |
| Sep 22 | Institute for Advanced Study | Princeton, NJ | Form 5500 (pension filing) | $74.7M | View |
| Sep 21 | SHP Wealth Management | Plymouth, MA | Form ADV (adviser update) | $1.9B | View |
| Sep 21 | Prime Quadrant | Toronto, CA | Form ADV (adviser update) | $849M | View |
| Sep 21 | The August Group | Toronto, CA | Form ADV (adviser update) | $740M | View |
| Sep 21 | BDT Capital Partners | Chicago, IL | Form 5500 (pension filing) | $215M | View |
| Sep 21 | Manhattan West Asset Management | Las Vegas, NV | Form ADV (adviser update) | $206M | View |
| Sep 21 | Mariner Wealth Advisors | Overland Park, KS | Form ADV (adviser update) | $0 | View |
| Sep 20 | Argentarii | Cincinnati, OH | Form ADV (adviser update) | $432M | View |
| Sep 18 | Capricorn Investment Group | New York, NY | Form ADV (adviser update) | $18.9B | View |
| Sep 18 | NorthRock Partners | Minneapolis, MN | Form ADV (adviser update) | $12.2B | View |
| Sep 18 | CoastEdge Partners | San Diego, CA | Form ADV (adviser update) | $2.1B | View |
| Sep 18 | Pinkerton Wealth Partners | Coeur D'alene, ID | Form ADV (adviser update) | $1.4B | View |
| Sep 18 | WPWealth | Fort Worth, TX | Form ADV (adviser update) | $1.2B | View |
| Sep 18 | Family Office Advisory | Scottsdale, AZ | Form ADV (adviser update) | $220M | View |
| Sep 18 | Moneta Group | St. Louis, MO | Form 5500 (pension filing) | $175M | View |
| Sep 17 | Bailard | Foster City, CA | Form ADV (adviser update) | $7.6B | View |
| Sep 17 | Alliance Advisory & Securities | Westlake Village, CA | Form ADV (adviser update) | $687M | View |
| Sep 17 | Portfolio Advisors | North Brunswick, NJ | Form ADV (adviser update) | $0 | View |
| Sep 16 | Voya Financial | Windsor, CT | Form ADV (adviser update) | $3.9B | View |
| Sep 16 | Belzberg & Co. | New York, NY | Form ADV (adviser update) | $2.3B | View |
| Sep 16 | QuadCap Wealth Management | Frisco, TX | Form ADV (adviser update) | $1.3B | View |
| Sep 16 | Fiduciary Financial Advisors | Naperville, IL | Form ADV (adviser update) | $293M | View |
| Sep 15 | TFO Family Office Partners | Phoenix, AZ | Form ADV (adviser update) | $5.0B | View |
| Sep 15 | Arctos Capital | Zurich, SW | Form ADV (adviser update) | $0 | View |
| Sep 14 | Modera Wealth Management | Westwood, NJ | Form ADV (adviser update) | $17.7B | View |
| Sep 14 | Aspen Grove Capital | Avon, CO | Form ADV (adviser update) | $6.7B | View |
| Sep 14 | Lighthouse Financial Solutions | Saint Petersburg, FL | Form ADV (adviser update) | $756M | View |
| Sep 14 | DMK Advisor Group | Lutz, FL | Form ADV (adviser update) | $131M | 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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