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 4 | WayPoint Wealth Counsel | Atlanta, GA | Form ADV (adviser update) | $433M | View |
| Aug 4 | New York State Teachers' Retirement System | Latham, NY | Form 5500 (pension filing) | $274M | View |
| Aug 4 | MCM Wealth | Novato, CA | Form ADV (adviser update) | $171M | View |
| Aug 4 | Heritage Wealth Management | Woburn, MA | Form ADV (adviser update) | $153M | View |
| Aug 3 | First Eagle Capital Management | New York, NY | Form ADV (adviser update) | $136.5B | View |
| Aug 3 | BDT Capital Partners | Chicago, IL | Form ADV (adviser update) | $51.5B | View |
| Aug 3 | Tranquility Partners | Brentwood, TN | Form ADV (adviser update) | $960M | View |
| Aug 3 | Heritage Wealth Counselors | Cincinnati, OH | Form ADV (adviser update) | $605M | View |
| Aug 3 | Ahara Advisors | Jersey City, NJ | Form ADV (adviser update) | $185M | View |
| Jul 31 | myCIO Wealth Partners | Philadelphia, PA | Form ADV (adviser update) | $15.8B | View |
| Jul 31 | SoFi Wealth | San Francisco, CA | Form ADV (adviser update) | $2.0B | View |
| Jul 30 | Guggenheim Partners | New York, NY | Form ADV (adviser update) | $240.7B | View |
| Jul 30 | StepStone Group | La Jolla, CA | Form ADV (adviser update) | $107.8B | View |
| Jul 30 | StepStone Group | La Jolla, CA | Form ADV (adviser update) | $41.5B | View |
| Jul 30 | BBR Partners | New York, NY | Form ADV (adviser update) | $36.5B | View |
| Jul 30 | Baker Street Advisors | San Francisco, CA | Form ADV (adviser update) | $20.8B | View |
| Jul 30 | StepStone Group | La Jolla, CA | Form ADV (adviser update) | $17.2B | View |
| Jul 30 | Heritage Wealth Counselors | Richmond, VA | Form ADV (adviser update) | $4.9B | View |
| Jul 30 | Capital Creek Partners | Austin, TX | Form ADV (adviser update) | $1.5B | View |
| Jul 30 | Element Pointe Family Office | Miami, FL | Form ADV (adviser update) | $1.2B | View |
| Jul 30 | First Eagle Capital Management | New York, NY | Form ADV (adviser update) | $908M | View |
| Jul 30 | CH Global Capital Management | New York, NY | Form ADV (adviser update) | $529M | View |
| Jul 30 | Altman Advisors | Chicago, IL | Form ADV (adviser update) | $483M | View |
| Jul 30 | Man Capital | New York, NY | Form ADV (adviser update) | $131M | View |
| Jul 30 | Pantheon | San Francisco, CA | Form ADV (adviser update) | $11 | View |
| Jul 29 | Curated Wealth Partners | El Segundo, CA | Form ADV (adviser update) | $1.8B | View |
| Jul 29 | Brookfield Asset Management | Cleveland, OH | Form 5500 (pension filing) | $1.4B | View |
| Jul 29 | Children's Medical Center of Dallas | Dallas, TX | Form 5500 (pension filing) | $1.1B | View |
| Jul 29 | Standard Family Office | Sioux Falls, SD | Form ADV (adviser update) | $1.0B | View |
| Jul 29 | Children's Medical Center of Dallas | Dallas, TX | Form 5500 (pension filing) | $640M | View |
| Jul 29 | Cypress Point Wealth Management | Mill Valley, CA | Form ADV (adviser update) | $512M | View |
| Jul 28 | Prairie Wealth Advisors | Omaha, NE | Form ADV (adviser update) | $558M | View |
| Jul 28 | Hemenway & Barnes | Boston, MA | Form 5500 (pension filing) | $79.8M | View |
| Jul 27 | Beacon Trust | Morristown, NJ | Form ADV (adviser update) | $4.4B | View |
| Jul 27 | Bucknell University Endowment | Lewisburg, PA | Form 5500 (pension filing) | $749M | View |
| Jul 27 | Firethorn Wealth Partners | Augusta, GA | Form ADV (adviser update) | $672M | View |
| Jul 27 | Pennsylvania State Employees' Retirement System | Harrisburg, PA | Form 5500 (pension filing) | $218M | View |
| Jul 27 | Horizon Family Wealth | Denver, CO | Form ADV (adviser update) | $147M | View |
| Jul 27 | SOJA Ventures | New York, NY | Form ADV (adviser update) | $7.4M | View |
| Jul 24 | Fiducient Advisors | Chicago, IL | Form ADV (adviser update) | $97.5B | View |
| Jul 24 | SFMG Wealth Advisors | Plano, TX | Form ADV (adviser update) | $3.0B | View |
| Jul 23 | Calamos Wealth Management | Naperville, IL | Form ADV (adviser update) | $5.5B | View |
| Jul 23 | Longwall Family Office | Westport, CT | Form ADV (adviser update) | $428M | View |
| Jul 22 | Coastal Bridge Advisors | Westport, CT | Form ADV (adviser update) | $5.0B | View |
| Jul 21 | Matter Family Office | St Louis, MO | Form ADV (adviser update) | $3.8B | View |
| Jul 21 | Verger Capital Management | Winston-Salem, NC | Form ADV (adviser update) | $3.3B | View |
| Jul 21 | Provenio Capital | Newport Beach, CA | Form ADV (adviser update) | $1.6B | View |
| Jul 20 | Innovia Wealth | Grand Rapids, MI | Form ADV (adviser update) | $3.3B | View |
| Jul 20 | Emergent Strategic Partners | Form ADV (adviser update) | $599M | View | |
| Jul 17 | Stanhope Capital | London, UN | Form ADV (adviser update) | $15.7B | 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.
Search 5,500+ real estate investors by property type, strategy and market.
