Oakwood Real Estate Partners, Llc
- Regulatory AUM
- $540M
- Discretionary
- $540M
- Clients
- 23
- Avg AUM / client
- $23.5M
- Accounts
- 23
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 23 | $540M | 100.0% |
Private funds (18)
View all →Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $401M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Oakwood Real Estate Partners Fund Iv, Llc | Real Estate Fund | Delaware | $141M | 127 |
| Oakwood Real Estate Partners Fund Iii, Llc | Real Estate Fund | Delaware | $128M | 22 |
| Oakwood Real Estate Partners Fund Ii, Llc | Real Estate Fund | Delaware | $43.1M | 44 |
| Oakwood Foundry Fund, Llc | Real Estate Fund | Delaware | $23.1M | 10 |
| Orep Pi Mvr Portfolio, Llc | Real Estate Fund | Delaware | $20.1M | 2 |
| Oakwood Real Estate Partners Fund I, Llc | Real Estate Fund | Delaware | $14.5M | 19 |
| Orep Pi 1 Midtown, Llc | Real Estate Fund | Delaware | $6.7M | 1 |
| Orep Pi 2 Cypress, Llc | Real Estate Fund | Delaware | $4.8M | 2 |
| Orep Pi Lancaster, Llc | Real Estate Fund | Delaware | $4.0M | 2 |
| Orep Pi Navarre, Llc | Real Estate Fund | Delaware | $3.6M | 2 |
| Orep Pi 2 Midtown, Llc | Real Estate Fund | Delaware | $3.3M | 1 |
| Orep Pi 1 Cypress, Llc | Real Estate Fund | Delaware | $3.0M | 2 |
| Orep Pi 3 Midtown, Llc | Real Estate Fund | Delaware | $2.7M | 5 |
| Orep Pi San Jacinto, Llc | Real Estate Fund | Delaware | $1.7M | 2 |
| Orep Pi Ii San Jacinto, Llc | Real Estate Fund | Delaware | $1.6M | 2 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cushman, Peter, Bradley | Member | Jun 2012 (14y) | 10% – 25% | |
| Graff, Kevin, Dantice | Member | Jun 2012 (14y) | 10% – 25% | |
| Spaulding, Charles, Arthur | Member | Jun 2012 (14y) | 25% – 50% | |
| Spaulding, Robert, Barton | Member | Jun 2012 (14y) | 25% – 50% | |
| Wassam, Lesley, Elizabeth | Cfo & Cco | Jan 2022 (5y) | Less than 5% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
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 (18, $401M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Oakwood Real Estate Partners Fund Iv, Llc | Real Estate Fund | $141M | $0 | 127 |
| Oakwood Real Estate Partners Fund Iii, Llc | Real Estate Fund | $128M | $100K | 22 |
| Oakwood Real Estate Partners Fund Ii, Llc | Real Estate Fund | $43.1M | $100K | 44 |
| Oakwood Foundry Fund, Llc | Real Estate Fund | $23.1M | $250K | 10 |
| Orep Pi Mvr Portfolio, Llc | Real Estate Fund | $20.1M | $0 | 2 |
| Oakwood Real Estate Partners Fund I, Llc | Real Estate Fund | $14.5M | $500K | 19 |
| Orep Pi 1 Midtown, Llc | Real Estate Fund | $6.7M | $0 | 1 |
| Orep Pi 2 Cypress, Llc | Real Estate Fund | $4.8M | $0 | 2 |
| Orep Pi Lancaster, Llc | Real Estate Fund | $4.0M | $0 | 2 |
| Orep Pi Navarre, Llc | Real Estate Fund | $3.6M | $0 | 2 |
| Orep Pi 2 Midtown, Llc | Real Estate Fund | $3.3M | $0 | 1 |
| Orep Pi 1 Cypress, Llc | Real Estate Fund | $3.0M | $0 | 2 |
| Orep Pi 3 Midtown, Llc | Real Estate Fund | $2.7M | $0 | 5 |
| Orep Pi San Jacinto, Llc | Real Estate Fund | $1.7M | $0 | 2 |
| Orep Pi Ii San Jacinto, Llc | Real Estate Fund | $1.6M | $0 | 2 |
| Orep Pi 2919 Wilshire, Llc | Real Estate Fund | $0 | $0 | 12 |
| Oakwood Real Estate Partners Fund V, Llc | Real Estate Fund | $0 | $0 | 0 |
| Oakwood Multifamily Fund, Lp | Real Estate Fund | $0 | $1.0M | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 5.51 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗