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 11 | Level Four Capital Management | Dallas, TX | Form ADV (adviser update) | $1.4B | View |
| Sep 11 | Laird Norton Wetherby | Seattle, WA | Form 5500 (pension filing) | $66.0M | View |
| Sep 10 | Tolleson Wealth Management | Dallas, TX | Form ADV (adviser update) | $9.3B | View |
| Sep 9 | Nicola Wealth | Vancouver, CA | Form ADV (adviser update) | $11.0B | View |
| Sep 9 | FreeGulliver | New Orleans, LA | Form ADV (adviser update) | $837M | View |
| Sep 9 | Camden Wealth Advisors | Houston, TX | Form ADV (adviser update) | $366M | View |
| Sep 9 | Halbert Wealth Management | Austin, TX | Form ADV (adviser update) | $211M | View |
| Sep 9 | SB Investment Partners | Menlo Park, CA | Form 5500 (pension filing) | $179M | View |
| Sep 9 | Freedom Asset Management | Spokane, WA | Form ADV (adviser update) | $142M | View |
| Sep 9 | Black Tree Capital | Charlotte, NC | Form ADV (adviser update) | $120M | View |
| Sep 9 | Live Oak Family Offices | Form ADV (adviser update) | $0 | View | |
| Sep 8 | Hantz Financial Services | Southfield, MI | Form ADV (adviser update) | $10.0B | View |
| Sep 8 | Cercano Management | Bellevue, WA | Form ADV (adviser update) | $7.3B | View |
| Sep 8 | BMO Nesbitt Burns | Toronto, Ontario, CA | Form ADV (adviser update) | $1.2B | View |
| Sep 8 | Equity Group Investments | Chicago, IL | Form ADV (adviser update) | $184M | View |
| Sep 8 | Summit Wealth Group | Tulsa, OK | Form ADV (adviser update) | $182M | View |
| Sep 4 | Robertson Stephens Advisors | San Francisco, CA | Form ADV (adviser update) | $8.8B | View |
| Sep 4 | 1834 Investment Advisors | Milwaukee, WI | Form ADV (adviser update) | $2.2B | View |
| Sep 4 | Hallador Investment Advisors | Reno, NV | Form ADV (adviser update) | $271M | View |
| Sep 4 | Pactolus | Vienna, VA | Form ADV (adviser update) | $188M | View |
| Sep 4 | Mutual of Omaha Insurance | San Diego, CA | Form 5500 (pension filing) | $87.0M | View |
| Sep 4 | Fiduciary Trust Company | Boston, MA | Form 5500 (pension filing) | $81.0M | View |
| Sep 4 | Aldebaran Capital Asia | Brooklyn, NY | Form ADV (adviser update) | $0 | View |
| Sep 3 | Hightower Advisors | Chicago, IL | Form ADV (adviser update) | $198.6B | View |
| Sep 3 | TIFF Investment Management | Radnor, PA | Form ADV (adviser update) | $8.6B | View |
| Sep 3 | Trillium Asset Management | Boston, MA | Form ADV (adviser update) | $4.3B | View |
| Sep 3 | Compass Ion Advisors | Conshohocken, PA | Form ADV (adviser update) | $1.6B | View |
| Sep 3 | Sargasso Partners | London, UN | Form ADV (adviser update) | $220M | View |
| Sep 3 | Peterson Management | Form ADV (adviser update) | $146M | View | |
| Sep 3 | Walton Enterprises | Bentonville, AR | Form 5500 (pension filing) | $136M | View |
| Sep 2 | Baldwin Wealth Partners | Marion, MA | Form ADV (adviser update) | $2.3B | View |
| Sep 2 | Drive Wealth Advisers | Lehi, UT | Form ADV (adviser update) | $1.5B | View |
| Sep 2 | Elysium Management | South Jordan, UT | Form ADV (adviser update) | $352M | View |
| Sep 1 | SEI Investments | Oaks, PA | Form ADV (adviser update) | $216.4B | View |
| Sep 1 | Proficio Capital Partners | Newton, MA | Form ADV (adviser update) | $8.2B | View |
| Sep 1 | Safanad | New York, NY | Form ADV (adviser update) | $780M | View |
| Sep 1 | Owl Creek Partners | Greenwood Village, CO | Form ADV (adviser update) | $602M | View |
| Sep 1 | Gordon and Betty Moore Foundation | Palo Alto, CA | Form 5500 (pension filing) | $89.2M | View |
| Aug 31 | Hudson Park Advisors | Dallas, TX | Form ADV (adviser update) | $36.4B | View |
| Aug 28 | Trajan Wealth | Scottsdale, AZ | Form ADV (adviser update) | $2.6B | View |
| Aug 28 | Fidelis Capital | Tampa, FL | Form ADV (adviser update) | $2.3B | View |
| Aug 28 | Outrunner Capital | Austin, TX | Form ADV (adviser update) | $498M | View |
| Aug 28 | Clean Energy Finance | Newport Beach, CA | Form 5500 (pension filing) | $86.8M | View |
| Aug 28 | Welara | New York, NY | Form ADV (adviser update) | $83.7M | View |
| Aug 27 | 1919 Investment Counsel | Baltimore, MD | Form ADV (adviser update) | $26.0B | View |
| Aug 27 | Boardwalk Investment | Miami, FL | Form ADV (adviser update) | $0 | View |
| Aug 26 | Ares Management | Los Angeles, CA | Form ADV (adviser update) | $458.8B | View |
| Aug 26 | Twelve Points Wealth Management | Concord, MA | Form ADV (adviser update) | $2.2B | View |
| Aug 26 | Fiduciary Financial Advisors | San Rafael, CA | Form ADV (adviser update) | $1.1B | View |
| Aug 25 | Morgan Stanley Investment Management | New York, NY | Form ADV (adviser update) | $702.2B | 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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