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.
98 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 13 | Hudson Park Advisors | Dallas, TX | Form 5500 (pension filing) | $159M | View |
| Oct 12 | Baylor College of Medicine Endowment | Houston, TX | Form 5500 (pension filing) | $2.5B | View |
| Oct 12 | Baylor College of Medicine Endowment | Houston, TX | Form 5500 (pension filing) | $2.3B | View |
| Oct 3 | Wilks Brothers | Fort Worth, TX | Form 5500 (pension filing) | $79.1M | View |
| Oct 1 | Doliver Advisors | Houston, TX | Form ADV (adviser update) | $718M | View |
| Sep 29 | Bridge Capital Holding | Houston, TX | Form ADV (adviser update) | $725M | View |
| Sep 28 | University of Texas Investment Management Company | Austin, TX | Form 5500 (pension filing) | $64.2M | View |
| Sep 25 | Segment Wealth Management | Houston, TX | Form ADV (adviser update) | $2.1B | View |
| Sep 18 | WPWealth | Fort Worth, TX | Form ADV (adviser update) | $1.2B | View |
| Sep 16 | QuadCap Wealth Management | Frisco, TX | Form ADV (adviser update) | $1.3B | View |
| Sep 11 | Level Four Capital Management | Dallas, TX | Form ADV (adviser update) | $1.4B | View |
| Sep 10 | Tolleson Wealth Management | Dallas, TX | Form ADV (adviser update) | $9.3B | View |
| Sep 9 | Camden Wealth Advisors | Houston, TX | Form ADV (adviser update) | $366M | View |
| Sep 9 | Halbert Wealth Management | Austin, TX | Form ADV (adviser update) | $211M | View |
| Aug 31 | Hudson Park Advisors | Dallas, TX | Form ADV (adviser update) | $36.4B | View |
| Aug 28 | Outrunner Capital | Austin, TX | Form ADV (adviser update) | $498M | View |
| Aug 25 | Eltekon Advisors | West Lake Hills, TX | Form ADV (adviser update) | $340M | View |
| Aug 20 | Virtus Family Office | El Paso, TX | Form ADV (adviser update) | $727M | View |
| Aug 5 | Turtle Creek Wealth Advisors | Dallas, TX | Form ADV (adviser update) | $2.8B | View |
| Jul 30 | Capital Creek Partners | Austin, TX | Form ADV (adviser update) | $1.5B | View |
| Jul 29 | Children's Medical Center of Dallas | Dallas, TX | Form 5500 (pension filing) | $1.1B | View |
| Jul 29 | Children's Medical Center of Dallas | Dallas, TX | Form 5500 (pension filing) | $640M | View |
| Jul 24 | SFMG Wealth Advisors | Plano, TX | Form ADV (adviser update) | $3.0B | View |
| Jul 15 | Argent Wealth Management | Round Rock, TX | Form ADV (adviser update) | $172M | View |
| Jul 10 | KDK Private Wealth Management | Houston, TX | Form ADV (adviser update) | $585M | View |
| Jun 30 | Quantum Capital Partners | Houston, TX | Form ADV (adviser update) | $28.8B | View |
| Jun 30 | Quantum Capital Partners | Houston, TX | Form ADV (adviser update) | $491M | View |
| Jun 16 | CFO4Life Group | Coppell, TX | Form ADV (adviser update) | $1.9B | View |
| Jun 1 | Freedom Day Solutions | Houston, TX | Form ADV (adviser update) | $615M | 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 | Segment Wealth Management | Houston, TX | Form ADV (adviser update) | $2.1B | View |
| May 12 | Briaud Financial Advisors | College Station, TX | Form ADV (adviser update) | $913M | View |
| May 12 | Briaud Financial Advisors | College Station, TX | Form ADV (adviser update) | $913M | View |
| May 1 | Crow Holdings | Dallas, TX | Form ADV (adviser update) | $14.4B | View |
| May 1 | Crow Holdings | Dallas, TX | Form ADV (adviser update) | $14.4B | View |
| Apr 29 | KDK Private Wealth Management | Houston, TX | Form ADV (adviser update) | $585M | View |
| Apr 23 | CFO4Life Group | Coppell, TX | Form ADV (adviser update) | $1.9B | View |
| Apr 23 | Glass Wealth Management | San Antonio, TX | Form ADV (adviser update) | $312M | View |
| Apr 23 | Glass Wealth Management | San Antonio, TX | Form ADV (adviser update) | $312M | View |
| Apr 22 | Halbert Wealth Management | Austin, TX | Form ADV (adviser update) | $211M | View |
| Apr 20 | Turtle Creek Wealth Advisors | Dallas, TX | Form ADV (adviser update) | $2.8B | View |
| Apr 1 | Enclave Advisors | Austin, TX | Form ADV (adviser update) | $1.1B | View |
| Apr 1 | Enclave Advisors | Austin, TX | Form ADV (adviser update) | $1.1B | View |
| Apr 1 | Doliver Advisors | Houston, TX | Form ADV (adviser update) | $718M | View |
| Mar 31 | Hudson Park Advisors | Dallas, TX | Form ADV (adviser update) | $36.4B | View |
| Mar 31 | Quantum Capital Partners | Houston, TX | Form ADV (adviser update) | $28.8B | View |
| Mar 31 | CAZ Investments | Houston, TX | Form ADV (adviser update) | $10.8B | View |
| Mar 31 | CAZ Investments | Houston, TX | Form ADV (adviser update) | $10.8B | View |
| Mar 31 | Tolleson Wealth Management | Dallas, TX | Form ADV (adviser update) | $9.3B | 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.
Search 5,500+ real estate investors by property type, strategy and market.
