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 |
|---|---|---|---|---|---|
| Jul 17 | Marcuard Family Office | Zurich, SW | Form ADV (adviser update) | $8.7B | View |
| Jul 17 | Beacon Capital | Charlotte, NC | Form ADV (adviser update) | $224M | View |
| Jul 17 | Cerity Partners | Los Angeles, CA | Form 5500 (pension filing) | $181M | View |
| Jul 16 | HarbourVest Partners | Boston, MA | Form ADV (adviser update) | $191.2B | View |
| Jul 16 | Abbott Capital Management | New York, NY | Form ADV (adviser update) | $15.6B | View |
| Jul 16 | Gresham Partners | Chicago, IL | Form ADV (adviser update) | $13.8B | View |
| Jul 16 | Oakmont Corporation | Los Angeles, CA | Form ADV (adviser update) | $2.2B | View |
| Jul 16 | J. Stern & Co. | New York City, NY | Form ADV (adviser update) | $609M | View |
| Jul 16 | Branzan Investment Advisors | Littleton, CO | Form ADV (adviser update) | $115M | View |
| Jul 16 | Strategic Wealth Partners | Franklin, TN | Form ADV (adviser update) | $102M | View |
| Jul 15 | The Bollard Group | Boston, MA | Form ADV (adviser update) | $6.7B | View |
| Jul 15 | The Corundum Group | Colorado Springs, CO | Form ADV (adviser update) | $1.7B | View |
| Jul 15 | Argent Wealth Management | Round Rock, TX | Form ADV (adviser update) | $172M | View |
| Jul 14 | Pantheon | San Francisco, CA | Form ADV (adviser update) | $87.7B | View |
| Jul 14 | Summit Wealth Group | Colorado Springs, CO | Form ADV (adviser update) | $2.3B | View |
| Jul 14 | Manhattan West Asset Management | Los Angeles, CA | Form ADV (adviser update) | $1.2B | View |
| Jul 14 | Fire Capital Management | San Francisco, CA | Form ADV (adviser update) | $635M | View |
| Jul 14 | Horizon Family Wealth | Chicago, IL | Form ADV (adviser update) | $279M | View |
| Jul 14 | Maven Capital Partners | Atlanta, GA | Form ADV (adviser update) | $153M | View |
| Jul 14 | Mavros Capital | New York, NY | Form ADV (adviser update) | $32.1M | View |
| Jul 13 | Cerity Partners | New York, NY | Form ADV (adviser update) | $161.7B | View |
| Jul 13 | Pantheon | Dublin 2, IR | Form ADV (adviser update) | $37.3B | View |
| Jul 13 | Pantheon | London, UN | Form ADV (adviser update) | $4.6B | View |
| Jul 13 | FFT Wealth Management | Philadelphia, PA | Form ADV (adviser update) | $2.3B | View |
| Jul 13 | Muller & Monroe Asset Management | Chicago, IL | Form ADV (adviser update) | $1.7B | View |
| Jul 13 | Chicory Wealth | Form ADV (adviser update) | $840M | View | |
| Jul 10 | Brookfield Asset Management | Toronto, Ontario, CA | Form ADV (adviser update) | $73.8B | View |
| Jul 10 | Nicholas Hoffman and Co. | Atlanta, GA | Form ADV (adviser update) | $8.3B | View |
| Jul 10 | Brookfield Asset Management | New York, NY | Form ADV (adviser update) | $912M | View |
| Jul 10 | Sunpointe Investments | St. Louis, MO | Form ADV (adviser update) | $791M | View |
| Jul 10 | KDK Private Wealth Management | Houston, TX | Form ADV (adviser update) | $585M | View |
| Jul 10 | Blueprint Capital Management | Greensboro, NC | Form ADV (adviser update) | $340M | View |
| Jul 10 | Hill House Capital | San Francisco, CA | Form ADV (adviser update) | $744K | View |
| Jul 9 | Oxford Financial Group | Carmel, IN | Form ADV (adviser update) | $23.3B | View |
| Jul 9 | East Rock Capital | New York, NY | Form ADV (adviser update) | $4.8B | View |
| Jul 9 | Sage Mountain Advisors | Atlanta, GA | Form ADV (adviser update) | $4.3B | View |
| Jul 8 | Capital Wealth Management | West Warwick, RI | Form ADV (adviser update) | $1.1B | View |
| Jul 7 | Meritage Group | San Francisco, CA | Form ADV (adviser update) | $14.1B | View |
| Jul 7 | Lehigh University Endowment | Bethlehem, PA | Form 5500 (pension filing) | $1.0B | View |
| Jul 7 | Las Olas Capital Advisors | Fort Lauderdale, FL | Form ADV (adviser update) | $231M | View |
| Jul 7 | Forest Lane Capital | Charlotte, NC | Form ADV (adviser update) | $143M | View |
| Jul 6 | Manchester Capital Management | Manchester, VT | Form ADV (adviser update) | $2.8B | View |
| Jul 6 | Beese Fulmer Private Wealth Management | Canton, OH | Form ADV (adviser update) | $2.1B | View |
| Jul 6 | Harvest Financial Advisors | West Chester, OH | Form ADV (adviser update) | $671M | View |
| Jul 6 | Endowment Wealth Management | Appleton, WI | Form ADV (adviser update) | $609M | View |
| Jul 6 | Vera Capital | Edina, MN | Form ADV (adviser update) | $180M | View |
| Jul 2 | Modern Wealth Management | Kansas City, MO | Form ADV (adviser update) | $10.9B | View |
| Jul 2 | Andina Advisors | Logan, UT | Form ADV (adviser update) | $1.3B | View |
| Jul 2 | Neman Ventures | Form ADV (adviser update) | $854M | View | |
| Jul 1 | Bridge Investment Group | Sandy, UT | Form ADV (adviser update) | $49.3B | 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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