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 |
|---|---|---|---|---|---|
| Aug 25 | Atwood & Palmer | Kansas City, MO | Form ADV (adviser update) | $2.0B | View |
| Aug 25 | Aegis Capital Corporation | New York, NY | Form ADV (adviser update) | $1.8B | View |
| Aug 25 | Eltekon Advisors | West Lake Hills, TX | Form ADV (adviser update) | $340M | View |
| Aug 25 | Richardson Wealth | Toronto, Ontario, CA | Form ADV (adviser update) | $244M | View |
| Aug 25 | Harvest Financial Advisors | Paoli, PA | Form ADV (adviser update) | $149M | View |
| Aug 24 | Farther | San Francisco, CA | Form ADV (adviser update) | $16.0B | View |
| Aug 24 | Aliya Capital Partners | Miami, FL | Form ADV (adviser update) | $5.3B | View |
| Aug 24 | HCR Wealth Advisors | Los Angeles, CA | Form ADV (adviser update) | $2.0B | View |
| Aug 24 | Bitterroot Capital Advisors | Bozeman, MT | Form ADV (adviser update) | $1.8B | View |
| Aug 21 | Corient | Miami, FL | Form ADV (adviser update) | $165.3B | View |
| Aug 21 | Aspiriant | Los Angeles, CA | Form ADV (adviser update) | $18.0B | View |
| Aug 21 | Fiera Capital | New York, NY | Form ADV (adviser update) | $17.3B | View |
| Aug 21 | Royal Fund Management | Lady Lake, FL | Form ADV (adviser update) | $1.6B | View |
| Aug 21 | Lotus | Orlando, FL | Form ADV (adviser update) | $405M | View |
| Aug 21 | Las Olas Capital Advisors | Fort Lauderdale, FL | Form ADV (adviser update) | $267M | View |
| Aug 20 | Investure | Charlottesville, VA | Form ADV (adviser update) | $38.5B | View |
| Aug 20 | Virtus Family Office | El Paso, TX | Form ADV (adviser update) | $727M | View |
| Aug 19 | Offit Capital | New York, NY | Form ADV (adviser update) | $20.6B | View |
| Aug 19 | Coldstream Wealth Management | Bellevue, WA | Form ADV (adviser update) | $13.9B | View |
| Aug 19 | SEI Investments | Oaks, PA | Form 5500 (pension filing) | $1.0B | View |
| Aug 19 | Stanhope Capital | New York, NY | Form ADV (adviser update) | $95.3M | View |
| Aug 18 | Private Advisory | Redmond, WA | Form ADV (adviser update) | $2.1B | View |
| Aug 18 | Diversified Financial Management | Town And Country, MO | Form ADV (adviser update) | $586M | View |
| Aug 18 | West Bend Insurance Company | West Bend, WI | Form 5500 (pension filing) | $538M | View |
| Aug 17 | Robinson Smith Wealth Advisors | South Portland, ME | Form ADV (adviser update) | $445M | View |
| Aug 14 | Eton Advisors Group | Chapel Hill, NC | Form ADV (adviser update) | $1.9B | View |
| Aug 14 | Aspiriant | San Francisco, CA | Form 5500 (pension filing) | $89.2M | View |
| Aug 14 | Vivaldi Capital Management | Chicago, IL | Form ADV (adviser update) | $63.4M | View |
| Aug 14 | White Oak Management | Prabhadevi, Mumbai, IN | Form ADV (adviser update) | $55.8M | View |
| Aug 13 | Alpha Square Group | New York, NY | Form ADV (adviser update) | $1.6B | View |
| Aug 13 | B.O.S.S. Retirement Advisors | Lehi, UT | Form ADV (adviser update) | $1.4B | View |
| Aug 13 | Lansing Street Advisors | Ambler, PA | Form ADV (adviser update) | $555M | View |
| Aug 13 | Hirtle, Callaghan & Co | West Conshohocken, PA | Form 5500 (pension filing) | $58.8M | View |
| Aug 12 | ICONIQ Capital | San Francisco, CA | Form ADV (adviser update) | $117.5B | View |
| Aug 12 | Forum Finance Group | Geneva, SW | Form ADV (adviser update) | $2.2B | View |
| Aug 12 | Ethos Financial Group | King Of Prussia, PA | Form ADV (adviser update) | $2.1B | View |
| Aug 11 | Alternative Investment Management | New York, NY | Form ADV (adviser update) | $1.8B | View |
| Aug 11 | Evermay Wealth Management | Arlington, VA | Form ADV (adviser update) | $1.3B | View |
| Aug 11 | Fiduciary Financial Advisors | Cottonwood Heights, UT | Form ADV (adviser update) | $520M | View |
| Aug 10 | Sculptor Capital | New York, NY | Form ADV (adviser update) | $52.7B | View |
| Aug 10 | Meketa Investment Group | Westwood, MA | Form ADV (adviser update) | $10.0B | View |
| Aug 10 | Colony Family Offices | Charlotte, NC | Form ADV (adviser update) | $3.4B | View |
| Aug 7 | The Caprock Group | Boise, ID | Form ADV (adviser update) | $12.5B | View |
| Aug 7 | Willow Grove Advisors | New York, NY | Form ADV (adviser update) | $2.2B | View |
| Aug 6 | Brookfield Asset Management | New York, NY | Form ADV (adviser update) | $105.3B | View |
| Aug 5 | Brookfield Asset Management | Toronto, Ontario, CA | Form ADV (adviser update) | $152.1B | View |
| Aug 5 | Turtle Creek Wealth Advisors | Dallas, TX | Form ADV (adviser update) | $2.8B | View |
| Aug 5 | Fermata Advisors | Sonoma, CA | Form ADV (adviser update) | $1.0B | View |
| Aug 5 | 5T Wealth | Napa, CA | Form ADV (adviser update) | $331M | View |
| Aug 4 | Greycourt & Co. | Pittsburgh, PA | Form ADV (adviser update) | $6.6B | 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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