RANGEWATER INVESTMENT MANAGEMENT, LLC
Adviser information for RANGEWATER INVESTMENT MANAGEMENT, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-129530 |
|---|---|
| SEC ERA File Number | 802-129530 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 326456 |
| Legal Entity Identifier | None |
Principal Office
5605 GLENRIDGE DRSUITE 800
ATLANTA
GA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 404-835-1475, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| PSREG ARMORY, LLC | Sponsor or syndicator of limited partnerships |
| PSREG DOUBLE CREEK HOLDINGS, LLC | Sponsor or syndicator of limited partnerships |
| PSREG GREENVILLE DALLAS, LLC | Sponsor or syndicator of limited partnerships |
| RANGEWATER RESIDENTIAL, LLC | Real estate broker or dealer |
| RW 191 V MEMBER, LLC | Sponsor or syndicator of limited partnerships |
| RW ALLENE PARTNER, LLC | Sponsor or syndicator of limited partnerships |
| RW ATLANTA AZALEA, LLC | Sponsor or syndicator of limited partnerships |
| RW AUSTIN MANOR GP, LLC | Sponsor or syndicator of limited partnerships |
| RW BERTHOUD LANE SAN ANTONIO, LLC | Sponsor or syndicator of limited partnerships |
| RW DORAVILLE, LLC | Sponsor or syndicator of limited partnerships |
| RW EILAND BLVD, LLC | Sponsor or syndicator of limited partnerships |
| RW EXMORE, LLC | Sponsor or syndicator of limited partnerships |
| RW HARRIS BOULEVARD, LLC | Sponsor or syndicator of limited partnerships |
| RW HOMESTEAD SAN JOSE MF, LLC | Sponsor or syndicator of limited partnerships |
| RW HOMESTEAD SAN JOSE SF, LLC | Sponsor or syndicator of limited partnerships |
| RW IRON WORKS GP, LLC | Sponsor or syndicator of limited partnerships |
| RW MARATHON VILLAGE, LLC | Sponsor or syndicator of limited partnerships |
| RW NDH, LLC | Sponsor or syndicator of limited partnerships |
| RW OLEA BEACH HAVEN GP, LLC | Sponsor or syndicator of limited partnerships |
| RW WEST TREMONT PARTNER, LLC | Sponsor or syndicator of limited partnerships |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| RANGEWATER EMPLOYEE FUND I, L.P. | Real Estate Fund | $2.9M | $0.0M | 48 |
| RANGEWATER GP FUND I, L.P. | Real Estate Fund | $4.5M | $0.3M | 33 |
| RANGEWATER RENTAL HOUSING FUND II, L.P. | Real Estate Fund | $22.1M | $0.3M | 42 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SHORES, STEVEN, L | Individual | – | PRESIDENT | 02/2023 | < 5% |
| RANGEWATER REAL ESTATE, LLC | Domestic Entity | – | MANAGER AND SOLE OWNER | 02/2023 | > 75% |
| RANGEWATER HOLDINGS, LLC | Domestic Entity | RANGEWATER REAL ESTATE, LLC | MEMBER | 07/2016 | > 75% |
| SHORES, STEVEN, L | Individual | RANGEWATER HOLDINGS, LLC | MANAGER | 07/2016 | |
| SO PSH MEMBER, LLC | Domestic Entity | RANGEWATER HOLDINGS, LLC | MEMBER | 07/2016 | 25-50% |
| RANGEWATER PARTNERS, LLC | Domestic Entity | RANGEWATER HOLDINGS, LLC | MEMBER | 05/2016 | > 75% |
| SHORES, STEVEN, L | Individual | RANGEWATER PARTNERS, LLC | MANAGER | 05/2016 | |
| SHORES, STEVEN, L | Individual | RANGEWATER PARTNERS, LLC | OWNER | 05/2016 | 50-75% |
| SLS 2020 FAMILY TRUST | Domestic Entity | RANGEWATER PARTNERS, LLC | MEMBER | 05/2016 | 25-50% |
| SWEITZER, EMILY | Individual | – | VICE PRESIDENT | 02/2023 | < 5% |
| CASADAY, ASHLEY | Individual | – | VICE PRESIDENT | 02/2023 | < 5% |
| MCDONALD, REBECCA | Individual | SLS 2020 FAMILY TRUST | TRUSTEE | 05/2016 | |
| MAUCK, JAMES | Individual | – | VICE PRESIDENT | 01/2024 | < 5% |
| SOUTHOCEAN REAL ESTATE PARTNERS II LLC | Domestic Entity | SO PSH MEMBER, LLC | MEMBER | 06/2016 | 50-75% |
| PSH CO-INVEST, LLC | Domestic Entity | SO PSH MEMBER, LLC | MEMBER | 06/2016 | 50-75% |
| SOUTHOCEAN REAL ESTATE MANAGER II, LLC | Domestic Entity | PSH CO-INVEST, LLC | MANAGER | 01/2019 | |
| SOUTHOCEAN REAL ESTATE MANAGER II, LLC | Domestic Entity | SOUTHOCEAN REAL ESTATE PARTNERS II LLC | MANAGER | 04/2016 | |
| SOUTHOCEAN CAPITAL PARTNERS, LLC | Domestic Entity | SOUTHOCEAN REAL ESTATE MANAGER II, LLC | MANAGING MEMBER | 04/2016 | > 75% |
| HRC INVESTMENTS, LLC | Domestic Entity | SOUTHOCEAN CAPITAL PARTNERS, LLC | MANAGING MEMBER | 02/2017 | 50-75% |
| BANNON, TIMOTHY, EDWARD | Individual | SOUTHOCEAN CAPITAL PARTNERS, LLC | MEMBER | 04/2014 | 25-50% |
| HRC CAPITAL, LLC | Domestic Entity | HRC INVESTMENTS, LLC | NON-MANAGING MEMBER | 02/2017 | > 75% |
| SO MANAGER LLC | Domestic Entity | HRC INVESTMENTS, LLC | MANAGING MEMBER | 02/2017 | |
| MAKAR, EMILY, C | Individual | HRC CAPITAL, LLC | MEMBER | 06/2014 | 25-50% |
| ROTH, STEPHEN, ANDREW | Individual | HRC CAPITAL, LLC | MEMBER | 06/2014 | 25-50% |
| SARA M. CORR 2013 REVOCABLE TRUST, U/T/D 7/21/13 | Domestic Entity | HRC CAPITAL, LLC | MEMBER | 06/2014 | 25-50% |
| CORR, SARA, MICHELLE | Individual | SARA M. CORR 2013 REVOCABLE TRUST, U/T/D 7/21/13 | TRUSTEE | 07/2013 | |
| GREGORY S. HORVITZ REVOCABLE TRUST, U/T/D 5/31/12, AS AMENDED | Domestic Entity | HRC CAPITAL, LLC | MEMBER | 06/2014 | 25-50% |
| HORVITZ, GREGORY, STEVEN | Individual | GREGORY S. HORVITZ REVOCABLE TRUST, U/T/D 5/31/12, AS AMENDED | TRUSTEE | 05/2012 | |
| ROTH, DAVID, MARK | Individual | SO MANAGER LLC | MEMBER OF BOARD OF MANAGERS | 06/2014 | |
| HORVITZ, DAVID, WILLIAM | Individual | SO MANAGER LLC | MEMBER OF BOARD OF MANAGERS | 06/2014 | |
| DAVID W. HORVITZ 1991 TRUST; U/T/D 3/25/91, AS AMENDED AND RESTATED | Domestic Entity | SO MANAGER LLC | MEMBER | 06/2014 | 50-75% |
| HORVITZ, DAVID, WILLIAM | Individual | DAVID W. HORVITZ 1991 TRUST; U/T/D 3/25/91, AS AMENDED AND RESTATED | TRUSTEE | 03/1991 | |
| ROTH FAMILY INVESTMENT REVOCABLE TRUST; U/T/D 6/26/08 | Domestic Entity | SO MANAGER LLC | MEMBER | 06/2014 | 50-75% |
| ROTH, LINDA, HORVITZ | Individual | ROTH FAMILY INVESTMENT REVOCABLE TRUST; U/T/D 6/26/08 | TRUSTEE | 06/2008 |