Penn Square Real Estate Group

Evidence PackPROIndependent

Real EstateLA JOLLA, CA, US

AUM

$577M

Ownership

independent

Stakeability

27 / VERY LOW

Priority

Tier

Employees

N/A

Penn Square Real Estate Group specializes in real estate investments with a focus on acquiring and developing properties across various sectors.

SEC RegisteredFund PerformanceBDC ExposureTeam DataRegulatory

Coverage

42%

Adaptive profile: standard

Signals present

5/12

SEC / ADVFund Performance(44)BDC Exposure(1)13F Holders(0)Team(30)ILS Deals(0)Regulatory(11)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

27 / 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

281698

SEC File Number

801-106835

Registration Type

Registered

Filing Date

Jul 21, 2025

Employee Count

N/A

Discretionary AUM

$14.3B

Private Funds

PE Funds

VC Funds

N/A

RE Funds

Hedge Funds

N/A

Gross Assets (Private)

$6.8B

Source: SEC IAPD