Updated daily from SEC filings

Real estate signals

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.

73
raises filed, last 30 days
$3.2B
sought, last 30 days
CA
most active state
Other real estate
most common type
CATXNCAZGADEFLIL

1,416 recent filings by investors on PropertyLPs: SEC adviser filings (Form ADV) and pension plan annual filings (Form 5500).

FiledInvestorLocationFilingAUM / assetsSource
Jul 1Gerber/Taylor ManagementMemphis, TNForm ADV (adviser update)$11.4BView
Jul 1Tikehau CapitalNew York, NYForm ADV (adviser update)$6.2BView
Jul 1REMY Investors & ConsultantsLos Angeles, CAForm ADV (adviser update)$888MView
Jun 30Pathway Capital ManagementIrvine, CAForm ADV (adviser update)$97.8BView
Jun 30GCM GrosvenorChicago, ILForm ADV (adviser update)$95.5BView
Jun 30Quantum Capital PartnersHouston, TXForm ADV (adviser update)$28.8BView
Jun 30Battery Global AdvisorsBoston, MAForm ADV (adviser update)$8.4BView
Jun 30Hackman Capital PartnersCulver City, CAForm ADV (adviser update)$1.2BView
Jun 30iCapital AdvisorsNew York, NYForm ADV (adviser update)$1.1BView
Jun 30Amadeus CapitalCambridge, UNForm ADV (adviser update)$683MView
Jun 30Heritage Wealth ManagementSan Diego, CAForm ADV (adviser update)$643MView
Jun 30Quantum Capital PartnersHouston, TXForm ADV (adviser update)$491MView
Jun 30Addicus AdvisoryTupelo, MSForm ADV (adviser update)$222MView
Jun 29Stonehage FlemingLondon, Greater London, UNForm ADV (adviser update)$23.8BView
Jun 29Freestone Capital ManagementSeattle, WAForm ADV (adviser update)$14.5BView
Jun 29TIAA KaspickBoston, MAForm ADV (adviser update)$8.7BView
Jun 29StepStone GroupLa Jolla, CAForm ADV (adviser update)$5.8BView
Jun 29J. Stern & Co.London, UNForm ADV (adviser update)$2.2BView
Jun 29Catholic Investment ServicesBoston, MAForm ADV (adviser update)$1.5BView
Jun 29High West Capital PartnersForm ADV (adviser update)$70.5MView
Jun 29Integrated Capital Management (Los Angeles)Los Angeles, CAForm ADV (adviser update)$48.4MView
Jun 29StepStone GroupZurich, SWForm ADV (adviser update)$0View
Jun 26Bayshore CapitalTampa, FLForm ADV (adviser update)$879MView
Jun 26Pincus Capital ManagementNew York, NYForm ADV (adviser update)$162MView
Jun 26Cantilever FamilyNew York, NYForm ADV (adviser update)$90.7MView
Jun 25SpirePoint Private ClientVero Beach, FLForm ADV (adviser update)$1.4BView
Jun 25Armstrong Fleming & MooreWashington, DCForm ADV (adviser update)$1.3BView
Jun 25Seneca Financial AdvisorsRochester, NYForm ADV (adviser update)$847MView
Jun 25Ridgeline Capital GroupMemphis, TNForm ADV (adviser update)$228MView
Jun 24SB Investment PartnersMenlo Park, CAForm ADV (adviser update)$53.5BView
Jun 24Sivia Capital PartnersMill Valley, CAForm ADV (adviser update)$1.2BView
Jun 24OceanIQ CapitalPalo Alto, CAForm ADV (adviser update)$334MView
Jun 23Daiwa Asset ManagementNew York, NYForm ADV (adviser update)$6.0BView
Jun 23Seven Bridges AdvisorsNew York, NYForm ADV (adviser update)$4.6BView
Jun 23Omnia Family WealthAventura, FLForm ADV (adviser update)$995MView
Jun 23Ward & AssociatesSan Diego, CAForm ADV (adviser update)$187MView
Jun 22CIBC Private Wealth ManagementChicago, ILForm ADV (adviser update)$67.8BView
Jun 19Destiny Wealth PartnersTavares, FLForm ADV (adviser update)$947MView
Jun 18Ascend InterplayNew York, NYForm ADV (adviser update)$390MView
Jun 17Adams Street PartnersChicago, ILForm ADV (adviser update)$66.5BView
Jun 16First National AdvisorsOmaha, NEForm ADV (adviser update)$7.4BView
Jun 16CFO4Life GroupCoppell, TXForm ADV (adviser update)$1.9BView
Jun 16Serenus Wealth AdvisorsSanta Monica, CAForm ADV (adviser update)$1.5BView
Jun 16Schultz Financial GroupReno, NVForm ADV (adviser update)$215MView
Jun 15Acorn Financial Advisory ServicesReston, VAForm ADV (adviser update)$1.4BView
Jun 15IBEW Local Union No 357 Pension Trust Fund, Plan AKansas City, MOForm 5500 (pension filing)$384MView
Jun 15Beatrice AdvisorsNew York, NYForm ADV (adviser update)$282MView
Jun 12Perigon Wealth ManagementSan Francisco, CAForm ADV (adviser update)$11.3BView
Jun 12Island Capital FundsGreenville, SCForm 5500 (pension filing)$79.4MView
Jun 11Pacific Eagle Asset ManagementGig Harbor, WAForm ADV (adviser update)$385MView
NewerPage 8 of 20Older

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.

Find the LPs behind the deals.

Search 5,500+ real estate investors by property type, strategy and market.

Create free account