Adviser directory · browse
Advisers whose private funds are mostly real estate funds
528 advisers on the SEC Form ADV roster that report private funds under Item 7.B, grouped by the fund type they report most of, largest private fund gross assets first. Each page carries the registration as filed, Item 11 disclosures, fund counts, and the Form D filing activity of the funds in AltStreet's ledger. The per-fund roster is in the terminal.
Carmel Capital Partners, LLC
RIA3 private funds, mostly real estate funds · 1 Form D chain on the ledger · San Diego, CA
Lanier Asset Management, LLC
RIA3 private funds, mostly real estate funds · 3 Form D chains on the ledger · Louisville, KY
Holcombe Financial, INC.
RIA3 private funds, mostly real estate funds · 3 Form D chains on the ledger · Atlanta, GA
Uc Ventures, LLC
ERA2 private funds, mostly real estate funds · 2 Form D chains on the ledger · San Francisco, CA
Lionheart Strategic Management, LLC
RIA1 private fund, mostly real estate funds · 1 Form D chain on the ledger · New York, NY
Hickory Cre Capital LLC
ERA8 private funds, mostly real estate funds · 8 Form D chains on the ledger
Trevian Wealth Management, LLC
RIA2 private funds, mostly real estate funds · 1 Form D chain on the ledger
Jnr Equity Fund II Manager LLC
ERA1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Waltham, MA
Acumen Wealth Advisors, LLC
RIA1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Chattanooga, TN
Watts Gwilliam & Company, LLC
RIA3 private funds, mostly real estate funds · 3 Form D chains on the ledger · Gilbert, AZ
Mcf Advisors, LLC
RIA1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Lexington, KY
Allen Capital Group, LLC
RIA2 private funds, mostly real estate funds · 1 Form D chain on the ledger · Grand Island, NE
Private Wealth Advisors
RIA1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Fresno, CA
Bexley Capital Partners LLC
ERA1 private fund, mostly real estate funds · 1 Form D chain on the ledger
Aii Capital Management, LLC
RIA1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Moorpark, CA
Jre Advisors LLC
RIA2 private funds, mostly real estate funds · 1 Form D chain on the ledger · New York, NY
Regis Metro Associates, INC.
RIA2 private funds, mostly real estate funds · 1 Form D chain on the ledger · San Francisco, CA
Safanad Industry Capital Internet Infrastructure Management, LLC
ERA1 private fund, mostly real estate funds · 1 Form D chain on the ledger · New York, NY
Aurora Re Fund Manager, LLC
ERA1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Chalfont, PA
Seneca House Advisors
RIA1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Richmond, VA
Melford Care II Gp LTD.
ERA1 private fund, mostly real estate funds · 1 Form D chain on the ledger · St. Peter Port
Sundance Bay
RIA1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Salt Lake City, UT
Solutions 4 Wealth
RIA1 private fund, mostly real estate funds · 2 Form D chains on the ledger · Southlake, TX
Cmrf Advisors Oy
ERA1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Helsinki, Helsinki
Boon Capital Advisors LLC
RIA3 private funds, mostly real estate funds · 1 Form D chain on the ledger · Northbrook, IL
Arqos Capital Partners LLC
ERA6 private funds, mostly real estate funds · 5 Form D chains on the ledger · La Castellana, Caracas
Derby Lane
RIA3 private funds, mostly real estate funds · 2 Form D chains on the ledger · New York, NY
Naab Capital
ERA1 private fund, mostly real estate funds · 1 Form D chain on the ledger
More fund types
Source: SEC Form ADV via IARD, latest monthly roster; Form D chains from AltStreet's EDGAR ledger joined through Schedule D 7.B.(1). Counts and totals only; nothing on this page is investment advice.
