Investment adviser · CRD 156543

RELATED FUND MANAGEMENT, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $14B
Client accounts: 41
Employees: 69
Advisory professionals: 54

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	40	$13,985,194,132	99.7%
Other clients	1	$37,521,537	0.3%

Filing source

Form ADV 2064526 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

RELATED REAL ESTATE FUND III, L.P.Real Estate Fund · Last reported Mar 31, 2026$2.15BGross asset value

Form D fundraising filings

Related Real Estate Fund III, L.P.

Feeder funds

RELATED REAL ESTATE ACCESS FUND III, L.P.
RELATED REAL ESTATE FUND III (JERSEY FEEDER), L.P.
RELATED REAL ESTATE FUND III INVESTOR LLC

Fund administrator IQ-EQ DALLAS, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No

Custodian CIBC ONTARIO, Canada Related to adviser: No

Custodian CITIZENS BANK PROVIDENCE, Rhode Island, United States Related to adviser: No

Custodian MORGAN STANLEY NEW YORK, New York, United States Related to adviser: No

Custodian PNC BANK PITTSBURGH, Pennsylvania, United States Related to adviser: No

Custodian UBS FINANCIAL SERVICES NEW YORK, New York, United States Related to adviser: No

Custodian WELLS FARGO NEW YORK, New York, United States Related to adviser: No

Marketer CAIS CAPITAL LLC NEW YORK, New York, United States Related to adviser: No

Marketer EVERCORE ADVISORS LLC NEW YORK, New York, United States Related to adviser: No

Marketer ISP SECURITIES AG ZURICH, Switzerland Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

CAIS CAPITAL LLC
CRD 154512 · SEC 8-68646

EVERCORE ADVISORS LLC
CRD 161667

Fund details & source

Fund ID: 805-3709433477
Reported beneficial owners: 105
Minimum commitment: $10M
Form D file number: 021-345267
Form D file number: 021-367912
Form D file number: 021-371784

Form ADV 2064526 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RFM CACTUS APARTMENTS, LLCReal Estate Fund · Last reported Mar 31, 2026$1.92BGross asset value

Feeder funds

RELATED CACTUS APARTMENTS INVESTOR LLC

Fund administrator EA REAL ESTATE SYSTEMS IMPLEMENTATION GROUP, LLC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor KPMG LLP DALLAS, Texas, United States

Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-9827805185
Reported beneficial owners: 2
Minimum commitment: $0

Form ADV 2064526 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RELATED REAL ESTATE FUND IV L.P.Real Estate Fund · Last reported Mar 31, 2026$1.46BGross asset value

Form D fundraising filings

Related Real Estate Fund IV, L.P.

Feeder funds

RELATED REAL ESTATE FUND IV INVESTOR LLC
RELATED REAL ESTATE FUND IV (JERSEY FEEDER), L.P.

Fund administrator IQ-EQ DALLAS, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor KPMG NEW YORK, New York, United States

Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No

Custodian PNC BANK PITTSBURGH, Pennsylvania, United States Related to adviser: No

Custodian WELLS FARGO NEW YORK, New York, United States Related to adviser: No

Marketer CAIS CAPITAL LLC NEW YORK, New York, United States Related to adviser: No

Marketer EVERCORE ADVISORS LLC NEW YORK, New York, United States Related to adviser: No

Marketer ISP SECURITIES AG ZURICH, Switzerland Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

KPMG
PCAOB 185

CAIS CAPITAL LLC
CRD 154512 · SEC 8-68646

EVERCORE ADVISORS LLC
CRD 161667

Fund details & source

Fund ID: 805-2884790136
Reported beneficial owners: 53
Minimum commitment: $10M
Form D file number: 021-367912
Form D file number: 021-496359

Form ADV 2064526 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RFM CACTUS HOLDING COMPANY, LLCReal Estate Fund · Last reported Mar 31, 2026$1.29BGross asset value

Fund administrator IQ-EQ DALLAS, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor KPMG LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No

Custodian FIRST REPUBLIC BANK NEW YORK, New York, United States Related to adviser: No

Custodian FLAGSTAR BANK NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY NEW YORK, New York, United States Related to adviser: No

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Custodian UBS FINANCIAL SERVICES INC. WEEHAWKEN, New Jersey, United States Related to adviser: No

Custodian WELLS FARGO CHARLOTTE, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

UBS FINANCIAL SERVICES INC.
SEC 8-16267

Fund details & source

Fund ID: 805-5601555986
Reported beneficial owners: 1
Minimum commitment: $0

Form ADV 2064526 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RFM CACTUS NYSS LLCReal Estate Fund · Last reported Mar 31, 2026$772MGross asset value

Fund administrator IQ-EQ DALLAS, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor KPMG LLP DALLAS, Texas, United States

Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Custodian WELLS FARGO NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-8316786846
Reported beneficial owners: 2
Minimum commitment: $0

Form ADV 2064526 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RELATED REAL ESTATE DEBT FUND IV, LPReal Estate Fund · Last reported Mar 31, 2026$604MGross asset value

Form D fundraising filings

RELATED REAL ESTATE DEBT FUND IV, L.P.

Feeder funds

RDF IV INVESTOR LLC

Fund administrator IQ-EQ DALLAS, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor KPMG NEW YORK, New York, United States

Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No

Custodian WELLS FARGO NEW YORK, New York, United States Related to adviser: No

Marketer FIRST AVENUE LONDON, United Kingdom Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

KPMG
PCAOB 185

FIRST AVENUE
CRD 145860 · SEC 8-67758

Fund details & source

Fund ID: 805-6120259238
Reported beneficial owners: 16
Minimum commitment: $10M
Form D file number: 021-478814

Form ADV 2064526 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RELATED REAL ESTATE DEBT FUND (CAYMAN) IV, LPReal Estate Fund · Last reported Mar 31, 2026$584MGross asset value

Feeder funds

RELATED REAL ESTATE DEBT FEEDER FUND IV (CAYMAN), LP

Fund administrator IQ-EQ DALLAS, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor KPMG NEW YORK, New York, United States

Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No

Custodian WELLS FARGO NEW YORK, New York, United States Related to adviser: No

Marketer FIRST AVENUE LONDON, United Kingdom Related to adviser: No

Marketer ISP SECURITIES AG ZURICH, Switzerland Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

KPMG
PCAOB 185

FIRST AVENUE
CRD 145860 · SEC 8-67758

Fund details & source

Fund ID: 805-4779664361
Reported beneficial owners: 24
Minimum commitment: $10M
Form D file number: 021-478815
Form D file number: 021-482932

Form ADV 2064526 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

30 HUDSON YARDS, 83RD FLOOR
NEW YORK, NY, 10001, United States

CRD 156543

Filing source

Form ADV 2064526 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.