Real estate signals: who's raising and what investors filed

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37 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
Sep 9	Black Tree Capital	Charlotte, NC	Form ADV (adviser update)	$120M	View
Aug 14	Eton Advisors Group	Chapel Hill, NC	Form ADV (adviser update)	$1.9B	View
Aug 10	Colony Family Offices	Charlotte, NC	Form ADV (adviser update)	$3.4B	View
Jul 21	Verger Capital Management	Winston-Salem, NC	Form ADV (adviser update)	$3.3B	View
Jul 17	Beacon Capital	Charlotte, NC	Form ADV (adviser update)	$224M	View
Jul 10	Blueprint Capital Management	Greensboro, NC	Form ADV (adviser update)	$340M	View
Jul 7	Forest Lane Capital	Charlotte, NC	Form ADV (adviser update)	$143M	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
Mar 31	Morgan Creek Capital Management	Chapel Hill, NC	Form ADV (adviser update)	$1.8B	View
Mar 31	Morgan Creek Capital Management	Chapel Hill, NC	Form ADV (adviser update)	$1.8B	View
Mar 27	Eton Advisors Group	Chapel Hill, NC	Form ADV (adviser update)	$1.9B	View
Mar 25	Delegate Advisors	Chapel Hill, NC	Form ADV (adviser update)	$1.7B	View
Mar 25	Delegate Advisors	Chapel Hill, NC	Form ADV (adviser update)	$1.7B	View
Mar 23	Biltmore Family Office	Charlotte, NC	Form ADV (adviser update)	$3.5B	View
Mar 23	Biltmore Family Office	Charlotte, NC	Form ADV (adviser update)	$3.5B	View
Mar 20	Verger Capital Management	Winston-Salem, NC	Form ADV (adviser update)	$3.3B	View
Mar 11	Reliant Investment Management	Pinehurst, NC	Form ADV (adviser update)	$268M	View
Mar 11	Reliant Investment Management	Pinehurst, NC	Form ADV (adviser update)	$268M	View
Mar 10	Providence Capital	Charlotte, NC	Form ADV (adviser update)	$1.1B	View
Mar 10	Providence Capital	Charlotte, NC	Form ADV (adviser update)	$1.1B	View
Mar 2	BlueSky Wealth Advisors	New Bern, NC	Form ADV (adviser update)	$1.0B	View
Mar 2	BlueSky Wealth Advisors	New Bern, NC	Form ADV (adviser update)	$1.0B	View
Feb 27	Portus Wealth Advisors	Charlotte, NC	Form ADV (adviser update)	$204M	View
Feb 27	Portus Wealth Advisors	Charlotte, NC	Form ADV (adviser update)	$204M	View
Feb 26	Triangle Wealth Management	Raleigh, NC	Form ADV (adviser update)	$1.3B	View
Feb 26	Triangle Wealth Management	Raleigh, NC	Form ADV (adviser update)	$1.3B	View
Feb 25	Colony Family Offices	Charlotte, NC	Form ADV (adviser update)	$3.4B	View
Feb 25	Mill Capital Management	Concord, NC	Form ADV (adviser update)	$1.5B	View
Feb 25	Mill Capital Management	Concord, NC	Form ADV (adviser update)	$1.5B	View
Feb 25	Beacon Capital	Charlotte, NC	Form ADV (adviser update)	$224M	View
Feb 19	Blueprint Capital Management	Greensboro, NC	Form ADV (adviser update)	$340M	View
Feb 10	Timonier	Winston Salem, NC	Form ADV (adviser update)	$450M	View
Feb 10	Timonier	Winston Salem, NC	Form ADV (adviser update)	$450M	View
Jan 27	Forest Lane Capital	Concord, NC	Form ADV (adviser update)	$143M	View
Jan 13	White Oak Management	Asheville, NC	Form ADV (adviser update)	$143M	View
Jan 13	White Oak Management	Asheville, NC	Form ADV (adviser update)	$143M	View

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.

Real estate signals

Questions

Find the LPs behind the deals.