Real estate signals: who's raising and what investors filed

CA TX NC AZ GA DE FL IL

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
Mar 30	Pantheon	San Francisco, CA	Form ADV (adviser update)	$11	View
Mar 27	CoastEdge Partners	San Diego, CA	Form ADV (adviser update)	$2.1B	View
Mar 27	SoFi Wealth	San Francisco, CA	Form ADV (adviser update)	$2.0B	View
Mar 27	Ariadne Wealth Management	Santa Barbara, CA	Form ADV (adviser update)	$627M	View
Mar 27	Ariadne Wealth Management	Santa Barbara, CA	Form ADV (adviser update)	$627M	View
Mar 27	Beta Wealth Group	San Diego, CA	Form ADV (adviser update)	$460M	View
Mar 27	Firethorn Wealth Partners	Vancouver, Bc, CA	Form ADV (adviser update)	$30.4M	View
Mar 26	Meritage Group	San Francisco, CA	Form ADV (adviser update)	$14.1B	View
Mar 26	Tarbox Family Office	Newport Beach, CA	Form ADV (adviser update)	$954M	View
Mar 26	Tarbox Family Office	Newport Beach, CA	Form ADV (adviser update)	$954M	View
Mar 26	Griffin Black	Redwood City, CA	Form ADV (adviser update)	$356M	View
Mar 26	Certis Capital Management	Santa Barbara, CA	Form ADV (adviser update)	$256M	View
Mar 26	Certis Capital Management	Santa Barbara, CA	Form ADV (adviser update)	$256M	View
Mar 25	IPG Investment Advisors	San Diego, CA	Form ADV (adviser update)	$4.1B	View
Mar 25	IPG Investment Advisors	San Diego, CA	Form ADV (adviser update)	$4.1B	View
Mar 25	Provenio Capital	Newport Beach, CA	Form ADV (adviser update)	$1.6B	View
Mar 24	Mozaic	Beverly Hills, CA	Form ADV (adviser update)	$3.6B	View
Mar 24	Mozaic	Beverly Hills, CA	Form ADV (adviser update)	$3.6B	View
Mar 24	Serenus Wealth Advisors	Santa Monica, CA	Form ADV (adviser update)	$1.5B	View
Mar 19	Ariston Services Group	San Diego, CA	Form ADV (adviser update)	$527M	View
Mar 19	Ariston Services Group	San Diego, CA	Form ADV (adviser update)	$527M	View
Mar 19	Gordian Wealth Advisors	Mill Valley, CA	Form ADV (adviser update)	$489M	View
Mar 19	Gordian Wealth Advisors	Mill Valley, CA	Form ADV (adviser update)	$489M	View
Mar 18	Curated Wealth Partners	El Segundo, CA	Form ADV (adviser update)	$1.8B	View
Mar 18	Heritage Wealth Management	San Diego, CA	Form ADV (adviser update)	$643M	View
Mar 18	5T Wealth	Napa, CA	Form ADV (adviser update)	$331M	View
Mar 13	Willow Grove Advisors	Berkeley, CA	Form ADV (adviser update)	$370M	View
Mar 13	Willow Grove Advisors	Berkeley, CA	Form ADV (adviser update)	$370M	View
Mar 12	Stewart Wealth Management	San Rafael, CA	Form ADV (adviser update)	$582M	View
Mar 12	Stewart Wealth Management	San Rafael, CA	Form ADV (adviser update)	$582M	View
Mar 10	Portfolio Advisors	Fresno, CA	Form ADV (adviser update)	$261M	View
Mar 10	Portfolio Advisors	Fresno, CA	Form ADV (adviser update)	$261M	View
Mar 6	Fiduciary Financial Advisors	San Rafael, CA	Form ADV (adviser update)	$1.0B	View
Mar 3	Hall Capital	Pasadena, CA	Form ADV (adviser update)	$180M	View
Mar 3	Hall Capital	Pasadena, CA	Form ADV (adviser update)	$180M	View
Mar 3	Momentum Capital	Toronto, Ontario, CA	Form ADV (adviser update)	$3.5M	View
Feb 25	Weatherly Asset Management	Del Mar, CA	Form ADV (adviser update)	$1.7B	View
Feb 25	Weatherly Asset Management	Del Mar, CA	Form ADV (adviser update)	$1.7B	View
Feb 23	DST Wealth Management	Indian Wells, CA	Form ADV (adviser update)	$532M	View
Feb 23	DST Wealth Management	Indian Wells, CA	Form ADV (adviser update)	$532M	View
Feb 23	Genesis One Capital	Grand Cayman, CA	Form ADV (adviser update)	$0	View
Feb 18	AK Asset Management	Oakland, CA	Form ADV (adviser update)	$118M	View
Feb 18	AK Asset Management	Oakland, CA	Form ADV (adviser update)	$118M	View
Feb 4	Athens Capital Management	Santa Barbara, CA	Form ADV (adviser update)	$70.5M	View
Jan 22	Lighthouse Financial Solutions	Brea, CA	Form ADV (adviser update)	$473M	View
Jan 22	Lighthouse Financial Solutions	Brea, CA	Form ADV (adviser update)	$473M	View
Oct 20	SB Investment Partners	Menlo Park, CA	Form ADV (adviser update)	$60.9B	View
Oct 9	StepStone Group	La Jolla, CA	Form ADV (adviser update)	$3.2B	View

NewerPage 4 of 4

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.

Real estate signals

Questions

Find the LPs behind the deals.