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 |
|---|---|---|---|---|---|
| Jun 10 | Affiance Financial | St. Louis Park, MN | Form ADV (adviser update) | $1.4B | View |
| Jun 9 | IEQ Capital | Foster City, CA | Form ADV (adviser update) | $56.8B | View |
| Jun 8 | Ehrenkranz Partners | New York, NY | Form ADV (adviser update) | $21.5B | View |
| Jun 8 | Keel Point | Huntsville, AL | Form ADV (adviser update) | $4.1B | View |
| Jun 5 | Pearl West Group | Form ADV (adviser update) | $103M | View | |
| Jun 4 | Fiera Capital | London, UN | Form ADV (adviser update) | $5.0B | View |
| Jun 4 | Gilbert & Cook | West Des Moines, IA | Form ADV (adviser update) | $1.7B | View |
| Jun 4 | Beta Wealth Group | San Diego, CA | Form ADV (adviser update) | $460M | View |
| Jun 4 | BearBull Global Investments Group | Dublin 2, IR | Form ADV (adviser update) | $0 | View |
| Jun 1 | Seven Springs Wealth Group | Brentwood, TN | Form ADV (adviser update) | $1.4B | View |
| Jun 1 | Freedom Day Solutions | Houston, TX | Form ADV (adviser update) | $615M | View |
| May 30 | Twelve Points Wealth Management | Concord, MA | Form ADV (adviser update) | $2.2B | View |
| May 29 | Morgan Stanley Investment Management | New York, NY | Form ADV (adviser update) | $702.2B | View |
| May 29 | B Capital (Iceland) | Manhattan Beach, CA | Form ADV (adviser update) | $8.2B | View |
| May 29 | Bailard | Foster City, CA | Form ADV (adviser update) | $7.6B | View |
| May 29 | Basso Capital | Stamford, CT | Form ADV (adviser update) | $2.6B | View |
| May 29 | Basso Capital | Stamford, CT | Form ADV (adviser update) | $2.6B | View |
| May 29 | Forum Capital Advisors | Denver, CO | Form ADV (adviser update) | $815M | View |
| May 29 | Forum Capital Advisors | Denver, CO | Form ADV (adviser update) | $815M | View |
| May 29 | TURN8 Private Wealth | Pointe Claire | Form ADV (adviser update) | $350M | View |
| May 29 | TURN8 Private Wealth | Pointe Claire, CA | Form ADV (adviser update) | $350M | View |
| May 29 | Edge Capital Partners | Westport, CT | Form ADV (adviser update) | $37.4M | View |
| May 28 | Royal Fund Management | Lady Lake, FL | Form ADV (adviser update) | $1.6B | View |
| May 28 | Acorn Financial Advisory Services | Reston, VA | Form ADV (adviser update) | $1.4B | View |
| May 28 | DMK Advisor Group | Lutz, FL | Form ADV (adviser update) | $131M | View |
| May 27 | iCapital Advisors | New York, NY | Form ADV (adviser update) | $149.9B | View |
| May 27 | Aliya Capital Partners | Miami, FL | Form ADV (adviser update) | $5.1B | View |
| May 27 | Financial Symmetry | Raleigh, NC | Form ADV (adviser update) | $1.5B | View |
| May 27 | Financial Symmetry | Raleigh, NC | Form ADV (adviser update) | $1.5B | View |
| May 27 | Hackman Capital Partners | Culver City, CA | Form ADV (adviser update) | $1.2B | View |
| May 27 | New York State Teachers' Retirement System | Latham, NY | Form 5500 (pension filing) | $520M | View |
| May 27 | White Oak Management | Sarasota, FL | Form ADV (adviser update) | $496M | View |
| May 27 | White Oak Management | Sarasota, FL | Form ADV (adviser update) | $496M | View |
| May 26 | Ares Management | Los Angeles, CA | Form ADV (adviser update) | $458.8B | View |
| May 26 | Precision Capital Advisors | Greenwich, CT | Form ADV (adviser update) | $2.7B | View |
| May 26 | Precision Capital Advisors | Greenwich, CT | Form ADV (adviser update) | $2.7B | View |
| May 26 | Intellectus Partners | San Francisco, CA | Form ADV (adviser update) | $1.6B | View |
| May 26 | MCM Wealth | Novato, CA | Form ADV (adviser update) | $171M | View |
| May 26 | Horizon Family Wealth | Denver, CO | Form ADV (adviser update) | $147M | View |
| May 22 | First Eagle Capital Management | New York, NY | Form ADV (adviser update) | $136.5B | View |
| May 22 | Verdence Capital Advisors | Hunt Valley, MD | Form ADV (adviser update) | $4.6B | View |
| May 22 | Verdence Capital Advisors | Hunt Valley, MD | Form ADV (adviser update) | $4.6B | View |
| May 22 | Paul Comstock Partners | Houston, TX | Form ADV (adviser update) | $2.8B | View |
| May 22 | Paul Comstock Partners | Houston, TX | Form ADV (adviser update) | $2.8B | View |
| May 22 | Ohana Advisors | San Rafael, CA | Form ADV (adviser update) | $2.8B | View |
| May 22 | Ohana Advisors | San Rafael, CA | Form ADV (adviser update) | $2.8B | View |
| May 22 | Segment Wealth Management | Houston, TX | Form ADV (adviser update) | $2.1B | View |
| May 22 | Lansing Street Advisors | Ambler, PA | Form ADV (adviser update) | $555M | View |
| May 21 | Constitution Capital Partners | Andover, MA | Form ADV (adviser update) | $5.3B | View |
| May 21 | Constitution Capital Partners | Andover, MA | Form ADV (adviser update) | $5.3B | 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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