Cabot Properties L.P.
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 118729
· SEC file 801-60839
· Boston, MA
· WWW.CABOTPROP.COM
☆ Save with Pro
ADV data as of Mar 30, 2026
- Regulatory AUM
- $9.1B
- Discretionary
- $8.0B
- Clients
- 12
- Avg AUM / client
- $759M
- Accounts
- 12
- Employees
- 157
AUM over time
$1.1B
$9.3B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $8.7B | 95.9% |
| State or municipal government entities | 1 | $372M | 4.09% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $5.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cabot Industrial Value Fund Vi, L.P. | Real Estate Fund | Delaware | $2.2B | 55 |
| Cabot Industrial Core Fund Ii, L.P. | Real Estate Fund | Delaware | $1.4B | 14 |
| Cabot Industial Value Fund Vii, L.P. | Real Estate Fund | Delaware | $844M | 84 |
| Civf Vi Development Fund, L.P. | Real Estate Fund | Delaware | $392M | 17 |
| Cabot Industrial Opportunity Fund I, L.P. | Real Estate Fund | Delaware | $262M | 3 |
| Cabot Uk Core Plus Industrial Fund, Scsp | Real Estate Fund | Luxembourg | $85.9M | 4 |
| Cabot Industrial Core Fund Iii, L.P. | Real Estate Fund | Delaware | $46.4M | 10 |
| Cabot Uk Industrial Opportunity Fund I, L.P. | Real Estate Fund | Jersey | $36.2M | 3 |
| Civf Vi Australia, L.P. | Real Estate Fund | Delaware | $15.9M | 3 |
| Civf Vi A Australia, L.P. | Real Estate Fund | Delaware | $10.2M | 1 |
| Cabot Industial Value Fund V, L.P. | Real Estate Fund | Delaware | $8.4M | 92 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Colloredo Mansfeld, Franz, Ferdinand | Chairman Of The Board/Ceo/Limited Partner | Dec 2001 (25y) | ≈ 0% – 2.5% via Cabot Properties, Inc. | |
| Colloredo Mansfeld, Rudolf, J | Member, Trustee | Dec 2012 (14y) | ≈ 1.25% – 5% via C M Cabot Interest Llc | |
| Penfield, Anne, E | Member, Trustee | Dec 2012 (14y) | ≈ 1.25% – 5% via C M Cabot Interest Llc | |
| Brown, Kara, Janice | Secretary/Cco/General Counsel | Jan 2020 (7y) | Less than 5% | |
| Forbes, Charles, Lockwood | Chief Investment Officer, Core | Jan 2020 (7y) | 5% – 10% | |
| Colloredo Mansfeld, Anne, Dowden | Trustee | Aug 2020 (6y) | GP / trustee / elected manager of The Franz F. Colloredo Mansfeld Gst Family Trust 2020 (indirect) | |
| Colloredo Mansfeld, Franz, Josef | Trustee | Aug 2020 (6y) | GP / trustee / elected manager of The Franz F. Colloredo Mansfeld Gst Family Trust 2020 (indirect) | |
| Ryan, Patrick, Vincent | President/Limited Partner | Jan 2023 (4y) | 5% – 10% | |
| Bernard, Alison, Marie | Chief Financial Officer | May 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ffc M Family Investment Partnership Llc | Limited Partner | Jun 2017 | A | 10% – 25% |
| The Franz F. Colloredo Mansfeld Gst Family Trust 2020 | Limited Partner | Aug 2020 | A | 10% – 25% |
| C M Cabot Interest Llc | Limited Partner | Dec 2012 | A | 5% – 10% |
| Cabot Properties, Inc. | General Partner | Dec 2001 | A | Less than 5% |
| The Franz F. Colloredo Mansfeld 2012 Irrevocable Family Trust | Member | Jun 2017 | B | ≈ 5% – 18.75% via Ffc M Family Investment Partnership Llc |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Colloredo Mansfeld, Franz, Ferdinand: 25% – 50% of Cabot Properties, Inc. × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Colloredo Mansfeld, Rudolf, J: 25% – 50% of C M Cabot Interest Llc × 5% – 10% direct ≈ 1.25% – 5% of the firm
- Penfield, Anne, E: 25% – 50% of C M Cabot Interest Llc × 5% – 10% direct ≈ 1.25% – 5% of the firm
- The Franz F. Colloredo Mansfeld 2012 Irrevocable Family Trust: 50% – 75% of Ffc M Family Investment Partnership Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (11, $5.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cabot Industrial Value Fund Vi, L.P. | Real Estate Fund | $2.2B | $10.0M | 55 |
| Cabot Industrial Core Fund Ii, L.P. | Real Estate Fund | $1.4B | $10.0M | 14 |
| Cabot Industial Value Fund Vii, L.P. | Real Estate Fund | $844M | $10.0M | 84 |
| Civf Vi Development Fund, L.P. | Real Estate Fund | $392M | $2.0M | 17 |
| Cabot Industrial Opportunity Fund I, L.P. | Real Estate Fund | $262M | $0 | 3 |
| Cabot Uk Core Plus Industrial Fund, Scsp | Real Estate Fund | $85.9M | $15.0M | 4 |
| Cabot Industrial Core Fund Iii, L.P. | Real Estate Fund | $46.4M | $10.0M | 10 |
| Cabot Uk Industrial Opportunity Fund I, L.P. | Real Estate Fund | $36.2M | $0 | 3 |
| Civf Vi Australia, L.P. | Real Estate Fund | $15.9M | $0 | 3 |
| Civf Vi A Australia, L.P. | Real Estate Fund | $10.2M | $0 | 1 |
| Cabot Industial Value Fund V, L.P. | Real Estate Fund | $8.4M | $10.0M | 92 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 4.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗