Oakwood Real Estate Partners, LLC
● SEC registered since 2014CRD 169387SEC# 801-79677Denver, CO
Ranks #3,783 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$540.2M
Fund GAV
$464.2M
Private funds
23
Employees
7
Accounts
23
Location
Denver, CO
Oakwood Real Estate Partners, LLC assets under management
Oakwood Real Estate Partners, LLC is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2014. It reports $540.2 million in regulatory assets under management and employs 7 people. Oakwood Real Estate Partners, LLC manages 23 private funds with combined gross assets of $464.2 million, including Oakwood Real Estate Partners Fund IV, LLC. By regulatory assets, it ranks 3,783 of 6,004 private fund managers.
Oakwood Real Estate Partners, LLC private funds
23 funds · $464.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Oakwood Real Estate Partners Fund IV, LLC | Real Estate | $171.2M | $150K |
| Oakwood Real Estate Partners Fund III, LLC | Real Estate | $108.9M | $100K |
| Oakwood Real Estate Partners Fund II, LLC | Real Estate | $31.6M | $100K |
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Join to unlock · $37/moOakwood Real Estate Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Arthur Spaulding Control | Member | 25-50% | 2012 |
| Kevin Dantice Graff Control | Member | 10-25% | 2012 |
| Lesley Elizabeth Wassam Control | Cfo & Cco | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Oakwood Real Estate Partners, LLC manage?
Oakwood Real Estate Partners, LLC reports $540.2 million in regulatory assets under management on its Form ADV.
How many private funds does Oakwood Real Estate Partners, LLC manage?
Oakwood Real Estate Partners, LLC manages 23 private funds with combined gross assets of $464.2 million.
How many employees does Oakwood Real Estate Partners, LLC have?
Oakwood Real Estate Partners, LLC reports 7 employees.
Where is Oakwood Real Estate Partners, LLC located?
Oakwood Real Estate Partners, LLC is based in Denver, CO and has been SEC-registered since 2014.
Does Oakwood Real Estate Partners, LLC disclose fund performance?
Oakwood Real Estate Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 55 Madison Street, Suite 600, Denver, CO 80206 |
| Phone | 303-595-7679 |
| Fax | 303-595-7676 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$540.2M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
AUM vs fund managersTop 63%
Larger than 37% of 6,004 private-fund managers
Number of fundsTop 10%
More funds than 90% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$540.2Mregulatory AUM
Discretionary $540.2M