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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

RIA

3 private funds, mostly real estate funds · 1 Form D chain on the ledger · San Diego, CA

$16.4M

Lanier Asset Management, LLC

RIA

3 private funds, mostly real estate funds · 3 Form D chains on the ledger · Louisville, KY

$16.1M

Holcombe Financial, INC.

RIA

3 private funds, mostly real estate funds · 3 Form D chains on the ledger · Atlanta, GA

$14.0M

Uc Ventures, LLC

ERA

2 private funds, mostly real estate funds · 2 Form D chains on the ledger · San Francisco, CA

$13.3M

Lionheart Strategic Management, LLC

RIA

1 private fund, mostly real estate funds · 1 Form D chain on the ledger · New York, NY

$12.4M

Hickory Cre Capital LLC

ERA

8 private funds, mostly real estate funds · 8 Form D chains on the ledger

$12.1M

Trevian Wealth Management, LLC

RIA

2 private funds, mostly real estate funds · 1 Form D chain on the ledger

$11.8M

Jnr Equity Fund II Manager LLC

ERA

1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Waltham, MA

$11.4M

Acumen Wealth Advisors, LLC

RIA

1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Chattanooga, TN

$9.4M

Watts Gwilliam & Company, LLC

RIA

3 private funds, mostly real estate funds · 3 Form D chains on the ledger · Gilbert, AZ

$7.8M

Mcf Advisors, LLC

RIA

1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Lexington, KY

$6.7M

Allen Capital Group, LLC

RIA

2 private funds, mostly real estate funds · 1 Form D chain on the ledger · Grand Island, NE

$6.5M

Private Wealth Advisors

RIA

1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Fresno, CA

$6.2M

Bexley Capital Partners LLC

ERA

1 private fund, mostly real estate funds · 1 Form D chain on the ledger

$5.0M

Aii Capital Management, LLC

RIA

1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Moorpark, CA

$4.1M

Jre Advisors LLC

RIA

2 private funds, mostly real estate funds · 1 Form D chain on the ledger · New York, NY

$3.5M

Regis Metro Associates, INC.

RIA

2 private funds, mostly real estate funds · 1 Form D chain on the ledger · San Francisco, CA

$3.4M

Safanad Industry Capital Internet Infrastructure Management, LLC

ERA

1 private fund, mostly real estate funds · 1 Form D chain on the ledger · New York, NY

$3.1M

Aurora Re Fund Manager, LLC

ERA

1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Chalfont, PA

$3.0M

Seneca House Advisors

RIA

1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Richmond, VA

$2.6M

Melford Care II Gp LTD.

ERA

1 private fund, mostly real estate funds · 1 Form D chain on the ledger · St. Peter Port

$2.2M

Sundance Bay

RIA

1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Salt Lake City, UT

$1.6M

Solutions 4 Wealth

RIA

1 private fund, mostly real estate funds · 2 Form D chains on the ledger · Southlake, TX

$1.6M

Cmrf Advisors Oy

ERA

1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Helsinki, Helsinki

$1.4M

Boon Capital Advisors LLC

RIA

3 private funds, mostly real estate funds · 1 Form D chain on the ledger · Northbrook, IL

$869,561

Arqos Capital Partners LLC

ERA

6 private funds, mostly real estate funds · 5 Form D chains on the ledger · La Castellana, Caracas

n/a

Derby Lane

RIA

3 private funds, mostly real estate funds · 2 Form D chains on the ledger · New York, NY

n/a

Naab Capital

ERA

1 private fund, mostly real estate funds · 1 Form D chain on the ledger

n/a

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.