CARDINAL STUDENT HOUSING I ADVISOR, LLC

CARDINAL STUDENT HOUSING I ADVISOR, LLC of DENVER, CO is an SEC-registered investment adviser (CRD 301584). Regulatory assets under management: $260.2M.

Registration

CRD: 301584
SEC file number: 801-116742
Type: Registered investment adviser
Location: 4100 EAST MISSISSIPPI AVENUE, FLOOR 15, DENVER, CO, 80246
Phone: 303-407-4500
Latest filing: 2022-03-29
Regulatory AUM: $260.2M
Non-discretionary AUM: $260.2M
Clients: 26
Accounts: 7

Officers, owners & control persons (5)

Name	Role	Location
O'BRIEN TIMOTHY WILLIAM JOHN	CHIEF COMPLIANCE OFFICER	—
DE WINDT DEL	CHIEF EXECUTIVE OFFICER; OWNER	—
LUKER JASON	CHIEF FINANCIAL OFFICER	—
O'BRIEN ALEX	CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER; SHAREHOLDER	—
FRANK JAMES ERIC	CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER/ CHIEF EXECUTIVE OFFICER	—

Private funds (5)

Fund	Type	Formed	Owners	Gross asset value	Min investment
CARDINAL STUDENT HOUSING I REIT INVESTOR LP	Real Estate Fund	—	6	$192.6M	$13.0M
CARDINAL STUDENT HOUSING I REIT LLC	Real Estate Fund	—	131	$192.6M	$20.0M
CSH I CTC JV LP	Real Estate Fund	—	2	$106.6M	$20.0M
CARDINAL STUDENT HOUSING I-V LP	Real Estate Fund	—	3	$30.2M	$1.3M
CARDINAL STUDENT HOUSING I GP LLC	Real Estate Fund	—	14	$2.7M	$30K

Fund service providers (1)

administrator: JGM FUND ADMINISTRATION — 5 funds

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