Optimus U.S. Real Estate Fund

Evidence PackPROIndependent

Real Estate Website

AUM

$18B

Ownership

independent

Stakeability

25 / VERY LOW

Priority

Tier

Employees

150

SEC RegisteredFund PerformanceBDC ExposureInstitutional HoldersTeam DataRegulatory

Coverage

50%

Adaptive profile: standard

Signals present

6/12

SEC / ADVFund Performance(50)BDC Exposure(2)13F Holders(17)Team(30)ILS Deals(0)Regulatory(13)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Hiring Health

stable

Hiring Score

1 / 100

Tech Sophistication

0 / 100

Growth Signal

stable

Selective hiring

Stakeability Breakdown

25 / 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

334205

SEC File Number

801-134219

Registration Type

Registered

Filing Date

Jul 23, 2025

Employee Count

150

Discretionary AUM

$203.5M

Private Funds

PE Funds

N/A

VC Funds

N/A

RE Funds

Hedge Funds

N/A

Gross Assets (Private)

$234.0M

Source: SEC IAPD