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.
198 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 |
|---|---|---|---|---|---|
| Oct 27 | Decimal Capital | Los Angeles, CA | Form ADV (adviser update) | $155M | View |
| Oct 15 | Hillspire | Palo Alto, CA | Form 5500 (pension filing) | $133M | View |
| Oct 14 | Fernandez Holdings | Pacific Palisades, CA | Form 5500 (pension filing) | $138M | View |
| Oct 14 | StepStone Group | La Jolla, CA | Form 5500 (pension filing) | $136M | View |
| Oct 12 | ICONIQ Capital | San Francisco, CA | Form 5500 (pension filing) | $108M | View |
| Oct 12 | Pathway Capital Management | Irvine, CA | Form 5500 (pension filing) | $82.6M | View |
| Oct 5 | Fremont Group | San Francisco, CA | Form 5500 (pension filing) | $120M | View |
| Oct 1 | Intellectus Partners | San Francisco, CA | Form ADV (adviser update) | $3.0B | View |
| Oct 1 | Summit Wealth Group | Camarillo, CA | Form ADV (adviser update) | $250M | View |
| Sep 30 | Lavelle Capital | San Francisco, CA | Form ADV (adviser update) | $508M | View |
| Sep 29 | Centura Wealth Advisory | San Diego, CA | Form ADV (adviser update) | $1.2B | View |
| Sep 29 | Rand Corporation | Santa Monica, CA | Form 5500 (pension filing) | $679M | View |
| Sep 29 | Griffin Black | Redwood City, CA | Form ADV (adviser update) | $356M | View |
| Sep 28 | Rand Corporation | Santa Monica, CA | Form 5500 (pension filing) | $726M | View |
| Sep 25 | Ares Management | Los Angeles, CA | Form 5500 (pension filing) | $655M | View |
| Sep 21 | Prime Quadrant | Toronto, CA | Form ADV (adviser update) | $849M | View |
| Sep 21 | The August Group | Toronto, CA | Form ADV (adviser update) | $740M | View |
| Sep 18 | CoastEdge Partners | San Diego, CA | Form ADV (adviser update) | $2.1B | View |
| Sep 17 | Bailard | Foster City, CA | Form ADV (adviser update) | $7.6B | View |
| Sep 17 | Alliance Advisory & Securities | Westlake Village, CA | Form ADV (adviser update) | $687M | View |
| Sep 9 | Nicola Wealth | Vancouver, CA | Form ADV (adviser update) | $11.0B | View |
| Sep 9 | SB Investment Partners | Menlo Park, CA | Form 5500 (pension filing) | $179M | View |
| Sep 8 | BMO Nesbitt Burns | Toronto, Ontario, CA | Form ADV (adviser update) | $1.2B | View |
| Sep 4 | Robertson Stephens Advisors | San Francisco, CA | Form ADV (adviser update) | $8.8B | View |
| Sep 4 | Mutual of Omaha Insurance | San Diego, CA | Form 5500 (pension filing) | $87.0M | View |
| Sep 1 | Gordon and Betty Moore Foundation | Palo Alto, CA | Form 5500 (pension filing) | $89.2M | View |
| Aug 28 | Clean Energy Finance | Newport Beach, CA | Form 5500 (pension filing) | $86.8M | View |
| Aug 26 | Ares Management | Los Angeles, CA | Form ADV (adviser update) | $458.8B | View |
| Aug 26 | Fiduciary Financial Advisors | San Rafael, CA | Form ADV (adviser update) | $1.1B | View |
| Aug 25 | Richardson Wealth | Toronto, Ontario, CA | Form ADV (adviser update) | $244M | View |
| Aug 24 | Farther | San Francisco, CA | Form ADV (adviser update) | $16.0B | View |
| Aug 24 | HCR Wealth Advisors | Los Angeles, CA | Form ADV (adviser update) | $2.0B | View |
| Aug 21 | Aspiriant | Los Angeles, CA | Form ADV (adviser update) | $18.0B | View |
| Aug 14 | Aspiriant | San Francisco, CA | Form 5500 (pension filing) | $89.2M | View |
| Aug 12 | ICONIQ Capital | San Francisco, CA | Form ADV (adviser update) | $117.5B | View |
| Aug 5 | Brookfield Asset Management | Toronto, Ontario, CA | Form ADV (adviser update) | $152.1B | View |
| Aug 5 | Fermata Advisors | Sonoma, CA | Form ADV (adviser update) | $1.0B | View |
| Aug 5 | 5T Wealth | Napa, CA | Form ADV (adviser update) | $331M | View |
| Aug 4 | MCM Wealth | Novato, CA | Form ADV (adviser update) | $171M | View |
| Jul 31 | SoFi Wealth | San Francisco, CA | Form ADV (adviser update) | $2.0B | 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 | 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 | 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 | Cypress Point Wealth Management | Mill Valley, CA | Form ADV (adviser update) | $512M | View |
| Jul 21 | Provenio Capital | Newport Beach, CA | Form ADV (adviser update) | $1.6B | View |
| Jul 17 | Cerity Partners | Los Angeles, CA | Form 5500 (pension filing) | $181M | View |
| Jul 16 | Oakmont Corporation | Los Angeles, CA | Form ADV (adviser update) | $2.2B | 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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