Novogradac
Private fund auditor · 11 offices named in filings · 133 private funds on SEC Form ADV
Advisers' Form ADV filings name Novogradac as auditor to 133 private funds. It ranks No. 29 of 205 auditors by number of private funds served.
Rankings
Funds served, by type
- Real estate funds97
- Private equity funds29
- Securitized asset funds3
- Other private funds3
- Hedge funds1
Offices named in SEC filings
The office each fund's adviser names for Novogradac on Form ADV, with the number of funds naming it. A fund can name more than one office. Place names are as filed and can contain errors.
- San Francisco, California51 funds
- Walnut Creek, California27 funds
- Long Beach, California4 funds
- Alpharetta, Georgia1 fund
- Chicago, Illinois3 funds
- Andover, Massachusetts1 fund
- Southfield, Michigan28 funds
- St. Louis, Missouri8 funds
- Southfield, Missouri3 funds
- New York, New York2 funds
- Dover, Ohio5 funds
Where its clients are
State of the funds' U.S. advisers.
- California60
- New York25
- Texas15
- Washington10
- Louisiana8
- Connecticut4
- Florida3
- Iowa2
- Kentucky2
- Massachusetts2
- Colorado1
- Illinois1
Where the funds are organized
- United States133
Private funds that name Novogradac (61 listed here)
Fund
Gross assets
Minimum
Owners
Adviser
Prime Nevada Investments, LLC
Delaware, United StatesReal estate fund
Gross assets$275M
Minimum$100K
Owners23
AdviserPrime Finance Advisor, L.P.
Bpre Rc Promote LLC
Delaware, United StatesReal estate fund
Gross assets$235M
MinimumNone set
Owners2
AdviserBelveron Real Estate Partners, LLC
Seminole Mortgage Trust
Florida, United StatesReal estate fund
Gross assets$214M
MinimumNone set
Owners3
AdviserSeminole Advisory Services, LLC
Prime Electric, LLC
Delaware, United StatesReal estate fund
Gross assets$179M
Minimum$100K
Owners14
AdviserPrime Finance Advisor, L.P.
Prime Channel Islands, L.P.
California, United StatesReal estate fund
Gross assets$136M
Minimum$100K
Owners26
AdviserPrime Finance Advisor, L.P.
Prime Portfolio Holdings, LLC
California, United StatesReal estate fund
Gross assets$136M
Minimum$100K
Owners24
AdviserPrime Finance Advisor, L.P.
Prime Catalina Investments, L.P.
California, United StatesReal estate fund
Gross assets$125M
Minimum$100K
Owners13
AdviserPrime Finance Advisor, L.P.
Prime/Harbor Ridge, L.P.
California, United StatesReal estate fund
Gross assets$114M
Minimum$100K
Owners18
AdviserPrime Finance Advisor, L.P.
Bpre Rc Promote 2 LLC
Delaware, United StatesReal estate fund
Gross assets$110M
MinimumNone set
Owners2
AdviserBelveron Real Estate Partners, LLC
WNC California Preservation Equity Fund, L.P.
California, United StatesReal estate fund
Gross assets$105M
Minimum$1.0M
Owners6
AdviserPreservation Equity Fund Advisors, LLC
Gamma Opportunities V LP
Delaware, United StatesPrivate equity fund
Gross assets$103M
Minimum$1.0M
Owners2
AdviserGamma Real Estate Capital Management, Inc.
Prime/Coral Bay, L.P.
California, United StatesReal estate fund
Gross assets$95.4M
Minimum$100K
Owners17
AdviserPrime Finance Advisor, L.P.
Keith Kelly Preservation Associates, LLC
Delaware, United StatesReal estate fund
Gross assets$88.2M
Minimum$1.0M
Owners6
AdviserPhoenix Realty Group, LLC
Lakeside Workforce Housing II, LP
Delaware, United StatesReal estate fund
Gross assets$86.2M
MinimumNone set
Owners92
AdviserLaramar Multi-Family Value Manager, LLC
Prime/Scrc, L.P.
California, United StatesReal estate fund
Gross assets$85.8M
Minimum$100K
Owners27
AdviserPrime Finance Advisor, L.P.
Prime Wimbledon Investments, LLC
California, United StatesReal estate fund
Gross assets$81.0M
Minimum$100K
Owners20
AdviserPrime Finance Advisor, L.P.
Prime/Rivershore, LLC
California, United StatesReal estate fund
Gross assets$74.6M
Minimum$100K
Owners14
AdviserPrime Finance Advisor, L.P.
Prime/South Coast, L.P.
California, United StatesReal estate fund
Gross assets$71.0M
Minimum$100K
Owners27
AdviserPrime Finance Advisor, L.P.
Prime Wellington, LLC
Delaware, United StatesReal estate fund
Gross assets$64.5M
Minimum$100K
Owners15
AdviserPrime Finance Advisor, L.P.
Prime Woodley, L.P.
California, United StatesReal estate fund
Gross assets$62.2M
Minimum$100K
Owners16
AdviserPrime Finance Advisor, L.P.
Prime Torrey, L.P.
California, United StatesReal estate fund
Gross assets$61.7M
Minimum$100K
Owners19
AdviserPrime Finance Advisor, L.P.
Prime Campina, L.P.
California, United StatesReal estate fund
Gross assets$59.4M
Minimum$100K
Owners11
AdviserPrime Finance Advisor, L.P.
OR Imhs One LLC
Delaware, United StatesPrivate equity fund
Gross assets$56.3M
Minimum$188K
Owners24
AdviserOFF Road Capital Management LLC
Prime Southwest, L.P.
California, United StatesReal estate fund
Gross assets$49.6M
Minimum$100K
Owners17
AdviserPrime Finance Advisor, L.P.
Prime Spain Investments, L.P.
California, United StatesReal estate fund
Gross assets$48.0M
Minimum$100K
Owners14
AdviserPrime Finance Advisor, L.P.
Prime/Devonshire Investments, LLC
California, United StatesReal estate fund
Gross assets$42.1M
Minimum$100K
Owners14
AdviserPrime Finance Advisor, L.P.
PEF Preservation Equity Fund 3, L.P.
Delaware, United StatesReal estate fund
Gross assets$37.0M
Minimum$5.0M
Owners6
AdviserPreservation Equity Fund Advisors, LLC
Prime Tramway, L.P.
California, United StatesReal estate fund
Gross assets$35.2M
Minimum$100K
Owners13
AdviserPrime Finance Advisor, L.P.
Belveron Partners Fund IV Venture LP
Delaware, United StatesReal estate fund
Gross assets$32.9M
Minimum$3.1M
Owners5
AdviserBelveron Real Estate Partners, LLC
Prime Property Fund II, L.P.
California, United StatesReal estate fund
Gross assets$27.7M
Minimum$100K
Owners11
AdviserPrime Finance Advisor, L.P.
Phoenix Realty Tax Credit Fund VI LP
Delaware, United StatesReal estate fund
Gross assets$25.5M
Minimum$22.6M
Owners2
AdviserPhoenix Realty Group, LLC
Connecticut Growth Fund II, Limited Partnership
Connecticut, United StatesPrivate equity fund
Gross assets$24.8M
Minimum$1.0
Owners39
AdviserIronwood Capital Connecticut I LLC
Belveron Partners Fund III Venture LP
Delaware, United StatesReal estate fund
Gross assets$24.5M
Minimum$3.8M
Owners4
AdviserBelveron Real Estate Partners, LLC
Prime Wimbledon Northeast Limited Partnership
California, United StatesReal estate fund
Gross assets$22.7M
Minimum$100K
Owners20
AdviserPrime Finance Advisor, L.P.
OR Zion LLC
Delaware, United StatesPrivate equity fund
Gross assets$21.6M
Minimum$100K
Owners34
AdviserOFF Road Capital Management LLC
Preservation V Parent Alternate Investment Vehicle LLC
Delaware, United StatesReal estate fund
Gross assets$20.9M
MinimumNone set
Owners5
AdviserBelveron Real Estate Partners, LLC
Hudson Housing Tax Credit Fund XL LP
Delaware, United StatesPrivate fund
Gross assets$19.9M
MinimumNone set
Owners2
AdviserHudson Housing Capital LLC
OR Imhs Three LLC
Delaware, United StatesPrivate equity fund
Gross assets$18.4M
Minimum$1.4M
Owners4
AdviserOFF Road Capital Management LLC
OR Huntsville LLC
Delaware, United StatesPrivate equity fund
Gross assets$16.9M
Minimum$250K
Owners21
AdviserOFF Road Capital Management LLC
OR Minerals LLC
Delaware, United StatesPrivate equity fund
Gross assets$16.2M
Minimum$25K
Owners32
AdviserOFF Road Capital Management LLC
OR Imhs Two LLC
Delaware, United StatesPrivate equity fund
Gross assets$15.7M
Minimum$50K
Owners16
AdviserOFF Road Capital Management LLC
Phoenix Realty Tax Credit Fund II LP
Delaware, United StatesReal estate fund
Gross assets$13.8M
Minimum$1.0M
Owners5
AdviserPhoenix Realty Group, LLC
Belveron Partners Fund III LP
California, United StatesReal estate fund
Gross assets$13.4M
Minimum$50K
Owners65
AdviserBelveron Real Estate Partners, LLC
Confier Strategic Partners, LLC
Delaware, United StatesReal estate fund
Gross assets$12.2M
MinimumNone set
Owners5
AdviserBelveron Real Estate Partners, LLC
Garnet Lihtc Fund XL, LLC
Delaware, United StatesReal estate fund
Gross assets$11.6M
Minimum$1.0M
Owners2
AdviserAegon Real Assets US
Belveron Sweeper Fund I LP
Delaware, United StatesReal estate fund
Gross assets$11.4M
Minimum$5K
Owners30
AdviserBelveron Real Estate Partners, LLC
OFF Road Poth Oz Fund LLC
Delaware, United StatesPrivate equity fund
Gross assets$10.2M
Minimum$75K
Owners17
AdviserOFF Road Capital Management LLC
Garnet Lihtc Fund XXVII, LLC
Delaware, United StatesReal estate fund
Gross assets$10.1M
Minimum$1.0M
Owners7
AdviserAegon Real Assets US
OR Gcap One LLC
Delaware, United StatesPrivate equity fund
Gross assets$8.2M
Minimum$25K
Owners25
AdviserOFF Road Capital Management LLC
Phoenix Realty Tax Credit Fund V, LP
Delaware, United StatesReal estate fund
Gross assets$7.0M
Minimum$6.5M
Owners2
AdviserPhoenix Realty Group, LLC
Advantage Capital Connecticut Partners I, Limited Partnership
Connecticut, United StatesPrivate equity fund
Gross assets$6.9M
Minimum$1.0
Owners39
AdviserIronwood Capital Connecticut I LLC
Mercantile Affordable Members, LLC
Massachusetts, United StatesReal estate fund
Gross assets$5.7M
MinimumNone set
Owners4
AdviserBelveron Real Estate Partners, LLC
Tic/Scrc Spe, LLC
Delaware, United StatesReal estate fund
Gross assets$4.5M
Minimum$100K
Owners1
AdviserPrime Finance Advisor, L.P.
Phoenix Realty Tax Credit Fund VII, LP
Delaware, United StatesReal estate fund
Gross assets$4.4M
Minimum$19.0M
Owners2
AdviserPhoenix Realty Group, LLC
Recap Workforce Housing, LP
Delaware, United StatesReal estate fund
Gross assets$3.0M
Minimum$1.0M
Owners21
AdviserCP Capital (US) Partners LP
OR Gcap Two LLC
Delaware, United StatesPrivate equity fund
Gross assets$1.8M
Minimum$112K
Owners6
AdviserOFF Road Capital Management LLC
Connecticut Growth Fund, Limited Partnership
Connecticut, United StatesPrivate equity fund
Gross assets$1.4M
Minimum$1.0
Owners39
AdviserIronwood Capital Connecticut I LLC
Kendall Sustainable Infrastructure III-Ai, L.P.
Delaware, United StatesPrivate fund
Gross assets$646K
Minimum$50K
Owners8
AdviserKSI Advisors, LLC
Preservation VI Parent Alternate Investment Vehicle LLC
Delaware, United StatesReal estate fund
Gross assets$284K
MinimumNone set
Owners4
AdviserBelveron Real Estate Partners, LLC
Connecticut Small Business Finance Fund, Limited Partnership
Connecticut, United StatesPrivate equity fund
Gross assets$192K
Minimum$1.0
Owners35
AdviserIronwood Capital Connecticut I LLC
Starrett City Affordable LP, LLC
Delaware, United StatesReal estate fund
Gross assets$173K
MinimumNone set
Owners3
AdviserBelveron Real Estate Partners, LLC
72 more funds name Novogradac: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
Novogradac & Company, LLP; Novogradac & Company LLP; Novogradac & Company; Novogradac & Company Llp.; Novogradac and Company; Novogradac & Co; Novogradac; Novogradac and Company LLP; Novogradac and Company, LLP
From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.