DRI Fund

Evidence PackPROIndependent

Real EstateUnknown, US

AUM

$150M

Ownership

independent

Stakeability

28 / VERY LOW

Priority

Tier

Employees

DRI Fund focuses on investing in real estate projects across North America to generate long-term capital gains and income.

SEC RegisteredFund PerformanceTeam DataRegulatory

Coverage

33%

Adaptive profile: standard

Signals present

4/12

SEC / ADVFund Performance(35)BDC Exposure(0)13F Holders(0)Team(19)ILS Deals(0)Regulatory(1)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

28 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

337234

SEC File Number

801-134043

Registration Type

Registered

Filing Date

Jun 30, 2025

Employee Count

N/A

Discretionary AUM

$175.0M

Private Funds

PE Funds

VC Funds

N/A

RE Funds

N/A

Hedge Funds

N/A

Gross Assets (Private)

$175.0M

Source: SEC IAPD