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
Jun 10Affiance FinancialSt. Louis Park, MNForm ADV (adviser update)$1.4BView
Jun 9IEQ CapitalFoster City, CAForm ADV (adviser update)$56.8BView
Jun 8Ehrenkranz PartnersNew York, NYForm ADV (adviser update)$21.5BView
Jun 8Keel PointHuntsville, ALForm ADV (adviser update)$4.1BView
Jun 5Pearl West GroupForm ADV (adviser update)$103MView
Jun 4Fiera CapitalLondon, UNForm ADV (adviser update)$5.0BView
Jun 4Gilbert & CookWest Des Moines, IAForm ADV (adviser update)$1.7BView
Jun 4Beta Wealth GroupSan Diego, CAForm ADV (adviser update)$460MView
Jun 4BearBull Global Investments GroupDublin 2, IRForm ADV (adviser update)$0View
Jun 1Seven Springs Wealth GroupBrentwood, TNForm ADV (adviser update)$1.4BView
Jun 1Freedom Day SolutionsHouston, TXForm ADV (adviser update)$615MView
May 30Twelve Points Wealth ManagementConcord, MAForm ADV (adviser update)$2.2BView
May 29Morgan Stanley Investment ManagementNew York, NYForm ADV (adviser update)$702.2BView
May 29B Capital (Iceland)Manhattan Beach, CAForm ADV (adviser update)$8.2BView
May 29BailardFoster City, CAForm ADV (adviser update)$7.6BView
May 29Basso CapitalStamford, CTForm ADV (adviser update)$2.6BView
May 29Basso CapitalStamford, CTForm ADV (adviser update)$2.6BView
May 29Forum Capital AdvisorsDenver, COForm ADV (adviser update)$815MView
May 29Forum Capital AdvisorsDenver, COForm ADV (adviser update)$815MView
May 29TURN8 Private WealthPointe ClaireForm ADV (adviser update)$350MView
May 29TURN8 Private WealthPointe Claire, CAForm ADV (adviser update)$350MView
May 29Edge Capital PartnersWestport, CTForm ADV (adviser update)$37.4MView
May 28Royal Fund ManagementLady Lake, FLForm ADV (adviser update)$1.6BView
May 28Acorn Financial Advisory ServicesReston, VAForm ADV (adviser update)$1.4BView
May 28DMK Advisor GroupLutz, FLForm ADV (adviser update)$131MView
May 27iCapital AdvisorsNew York, NYForm ADV (adviser update)$149.9BView
May 27Aliya Capital PartnersMiami, FLForm ADV (adviser update)$5.1BView
May 27Financial SymmetryRaleigh, NCForm ADV (adviser update)$1.5BView
May 27Financial SymmetryRaleigh, NCForm ADV (adviser update)$1.5BView
May 27Hackman Capital PartnersCulver City, CAForm ADV (adviser update)$1.2BView
May 27New York State Teachers' Retirement SystemLatham, NYForm 5500 (pension filing)$520MView
May 27White Oak ManagementSarasota, FLForm ADV (adviser update)$496MView
May 27White Oak ManagementSarasota, FLForm ADV (adviser update)$496MView
May 26Ares ManagementLos Angeles, CAForm ADV (adviser update)$458.8BView
May 26Precision Capital AdvisorsGreenwich, CTForm ADV (adviser update)$2.7BView
May 26Precision Capital AdvisorsGreenwich, CTForm ADV (adviser update)$2.7BView
May 26Intellectus PartnersSan Francisco, CAForm ADV (adviser update)$1.6BView
May 26MCM WealthNovato, CAForm ADV (adviser update)$171MView
May 26Horizon Family WealthDenver, COForm ADV (adviser update)$147MView
May 22First Eagle Capital ManagementNew York, NYForm ADV (adviser update)$136.5BView
May 22Verdence Capital AdvisorsHunt Valley, MDForm ADV (adviser update)$4.6BView
May 22Verdence Capital AdvisorsHunt Valley, MDForm ADV (adviser update)$4.6BView
May 22Paul Comstock PartnersHouston, TXForm ADV (adviser update)$2.8BView
May 22Paul Comstock PartnersHouston, TXForm ADV (adviser update)$2.8BView
May 22Ohana AdvisorsSan Rafael, CAForm ADV (adviser update)$2.8BView
May 22Ohana AdvisorsSan Rafael, CAForm ADV (adviser update)$2.8BView
May 22Segment Wealth ManagementHouston, TXForm ADV (adviser update)$2.1BView
May 22Lansing Street AdvisorsAmbler, PAForm ADV (adviser update)$555MView
May 21Constitution Capital PartnersAndover, MAForm ADV (adviser update)$5.3BView
May 21Constitution Capital PartnersAndover, MAForm ADV (adviser update)$5.3BView
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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.

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