Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Private Funds
Private funds reported by Silverpeak Real Estate Partners L.P.
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Silverpeak Real Estate Partners L.P..
Reported ownership and control details
Form ADV · Filing date 2026-03-31 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | BRETT BOSSUNGEXECUTIVE COMMITTEE MEMBERIndividual | SILVERPEAK REAL ESTATE PARTNERS L.P. | Less than 5%Code NA | Yes | EXECUTIVE COMMITTEE MEMBER05/2010 | Schedule APDF page 100 |
| 2 | RODOLPHO AMBOSSCHIEF COMPLIANCE OFFICER & EXECUTIVE COMMITTEE MEMBERIndividual | SILVERPEAK REAL ESTATE PARTNERS L.P. | Less than 5%Code NA | Yes | CHIEF COMPLIANCE OFFICER & EXECUTIVE COMMITTEE MEMBER05/2010 | Schedule APDF page 100 |
| 3 | REPE CP MANAGE CO LLCGENERAL PARTNERDomestic entity | SILVERPEAK REAL ESTATE PARTNERS L.P. | Less than 5%Code NA | Yes | GENERAL PARTNER05/2010 | Schedule APDF page 100 |
| 4 | BXB 8, LLCLIMITED PARTNERDomestic entity | SILVERPEAK REAL ESTATE PARTNERS L.P. | 25% to less than 50%Code C | Yes | LIMITED PARTNER05/2010 | Schedule APDF page 100 |
| 5 | MW REPE HOLDING LLCLIMITED PARTNERDomestic entity | SILVERPEAK REAL ESTATE PARTNERS L.P. | 25% to less than 50%Code C | Yes | LIMITED PARTNER05/2010 | Schedule APDF page 100 |
| 6 | REIC ALPHA (USA) HOLDINGS LLCLIMITED PARTNERDomestic entity | SILVERPEAK REAL ESTATE PARTNERS L.P. | 10% to less than 25%Code B | Yes | LIMITED PARTNER05/2010 | Schedule APDF page 100 |
| 7 | MARK ALBERT WALSHEXECUTIVE COMMITTEE MEMBERIndividual | SILVERPEAK REAL ESTATE PARTNERS L.P. | Less than 5%Code NA | Yes | EXECUTIVE COMMITTEE MEMBER05/2010 | Schedule APDF page 100 |
| 8 | BRETT (NMN) BOSSUNGGRANTORIndividual | BXB2 2009 NEVADA TRUST | 75% or moreCode E | Yes | GRANTOR09/2009 | Schedule BPDF page 100 |
| 9 | MARK ALBERT WALSHMANAGING MEMBERIndividual | MW REPE HOLDING LLC | 75% or moreCode E | Yes | MANAGING MEMBER12/2009 | Schedule BPDF page 100 |
| 10 | RODOLPHO AMBOSSMANAGING MEMBERIndividual | REIC GAMMA (AM/DB) HOLDINGS LLC | 75% or moreCode E | Yes | MANAGING MEMBER01/2021 | Schedule BPDF page 100 |
| 11 | BXB2 2009 NEVADA TRUSTNON- MANAGING MEMBERDomestic entity | BXB 8, LLC | 75% or moreCode E | Yes | NON- MANAGING MEMBER05/2010 | Schedule BPDF page 100 |
| 12 | BXB 8, LLCNON- MANAGING MEMBERSDomestic entity | REPE CP MANAGE CO LLC | 25% to less than 50%Code C | Yes | NON- MANAGING MEMBERS05/2010 | Schedule BPDF page 100 |
| 13 | MW REPE HOLDING LLCNON- MANAGING MEMBERDomestic entity | REPE CP MANAGE CO LLC | 25% to less than 50%Code C | Yes | NON- MANAGING MEMBER05/2010 | Schedule BPDF page 100 |
| 14 | REIC GAMMA (AM/DB) HOLDINGS LLCMANAGING MEMBERDomestic entity | REIC ALPHA (USA) HOLDINGS LLC | 75% or moreCode E | Yes | MANAGING MEMBER01/2021 | Schedule BPDF page 100 |
| 15 | PREMIER TRUST INC.TRUSTEEDomestic entity | BXB2 2009 NEVADA TRUST | Percentage not specifiedCode F | Yes | TRUSTEE09/2009 | Schedule BPDF page 101 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 3/31/2026 10:28:03 AM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings1 Yes3 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?Yes
Additional DRP filings 1 source block
Verbatim excerpts from supporting DRP filings, which may concern the firm or advisory affiliates. Amounts retain their filed labels; no total or attribution is inferred.
civil judicial · block 1PDF pages 105–107
Full extracted filing text
Includes form instructions and options. Options shown in this text do not identify which boxes were selected.
GENERAL INSTRUCTIONS
This Disclosure Reporting Page (DRP ADV) is an
INITIAL OR
AMENDED response used to report details for affirmative responses to Item 11.H. of Part
1A or Item 2.F. of Part 1B of Form ADV.
Civil Judicial
Check Part 1A item(s) being responded to:
11.H(1)(a)
11.H(1)(b)
11.H(1)(c)
11.H(2)
Check Part 1B item(s) being responded to:
2.F(1)
2.F(2)
2.F(3)
2.F(4)
2.F(5)
Use a separate DRP for each event or proceeding . The same event or proceeding may be reported for more than one person or entity using one DRP. File
with a completed Execution Page.
One event may result in more than one affirmative answer to Item 11.H. of Part 1A or Item 2.F. of Part 1B. Use only one DRP to report details related to the
same event. Unrelated civil judicial actions must be reported on separate DRPs.
PART I
A. The person(s) or entity(ies) for whom this DRP is being filed is (are):
You (the advisory firm)
You and one or more of your advisory affiliates
One or more of your advisory affiliates
If this DRP is being filed for an advisory affiliate, give the full name of the advisory affiliate below (for individuals, Last name, First name, Middle name).
If the advisory affiliate has a CRD number, provide that number. If not, indicate "non-registered" by checking the appropriate box.
ADV DRP - ADVISORY AFFILIATE
CRD
Number:
2039084
This advisory affiliate is
a Firm
an Individual
Registered:
Yes
No
Name:
WALSH, MARK, ALBERT
(For individuals, Last, First,
Middle)
This DRP should be removed from the ADV record because the advisory affiliate(s) is no longer associated with the adviser.
This DRP should be removed from the ADV record because: (1) the event or proceeding occurred more than ten years ago or (2) the adviser is
registered or applying for registration with the SEC or reporting as an exempt reporting adviser with the SEC and the event was resolved in the
adviser's or advisory affiliate's favor.
If you are registered or registering with a state securities authority , you may remove a DRP for an event you reported only in response to Item 11.H.
(1)(a), and only if that event occurred more than ten years ago. If you are registered or registering with the SEC, you may remove a DRP for any
event listed in Item 11 that occurred more than ten years ago.
This DRP should be removed from the ADV record because it was filed in error, such as due to a clerical or data-entry mistake. Explain the
circumstances:
B.
If the advisory affiliate is registered through the IARD system or CRD system, has the advisory affiliate submitted a DRP (with Form ADV, BD or U-4) to
the IARD or CRD for the event? If the answer is "Yes," no other information on this DRP must be provided.
Yes
No
NOTE: The completion of this form does not relieve the advisory affiliate of its obligation to update its IARD or CRD records.
PART II
1. Court Action initiated by: (Name of regulator, foreign financial regulatory authority, SRO, commodities exchange, agency, firm, private plaintiff, etc.)
PRIVATE PLAINTIFFS
2.
Principal Relief Sought:
Money Damages (Private/Civil Complaint)
Other Relief Sought:
3.
Filing Date of Court Action (MM/DD/YYYY):
04/28/2021
Exact
Explanation
If not exact, provide explanation:
VARIOUS
4.
Principal Product Type:
Other
Other Product Types:
SPECIAL-PURPOSE ACQUISITION COMPANY
5.
Formal Action was brought in (include name of Federal, State or Foreign Court, Location of Court - City or County and State or Country, Docket/Case
Number):
THAI V. BURNS, NO. 21-CV-1267 (N.D. OHIO)
6.
Advisory Affiliate Employing Firm when activity occurred which led to the civil judicial action (if applicable):
7.
Describe the allegations related to this civil action (your response must fit within the space provided):
SHAREHOLDER DERIVATIVE COMPLAINTS
8.
Current Status?
Pending
On Appeal
Final
9.
If on appeal, action appealed to (provide name of court) and Date Appeal Filed (MM/DD/YYYY):
10. If pending, date notice/process was served (MM/DD/YYYY):
04/28/2021
Exact
Explanation
If not exact, provide explanation:
VARIOUS
If Final or On Appeal, complete all items below. For Pending Actions, complete Item 14 only.
11. How was matter resolved:
Other
12. Resolution Date (MM/DD/YYYY):
Exact
Explanation
If not exact, provide explanation:
SEE RESPONSE TO QUESTION 14
13. Resolution Detail:
A. Were any of the following Sanctions Ordered or Relief Granted(check appropriate items)?
Monetary/Fine Amount: $
Revocation/Expulsion/Denial
Disgorgement/Restitution
Censure
Cease and Desist/Injunction
Bar
Suspension
B.
Other Sanctions:
C.
Sanction detail: if suspended, enjoined or barred, provide duration including start date and capacities affected (General Securities Principal,
Financial Operations Principal, etc.). If requalification by exam/retraining was a condition of the sanction, provide length of time given to
requalify/retrain, type of exam required and whether condition has been satisfied. If disposition resulted in a fine, penalty, restitution,
disgorgement, or monetary compensation, provide total amount, portion levied against you or an advisory affiliate, date paid and if any portion
of penalty was waived:
14. Provide a brief summary of circumstances related to the action(s), allegation(s), disposition(s) and/or finding(s) disclosed above (your response must
fit within the space provided).
MARK A. WALSH, AS ONE OF FIVE FORMER DIRECTORS OF DIAMONDPEAK HOLDINGS CORP. ("DIAMONDPEAK"), WAS NAMED AS A DEFENDANT IN
PENDING STOCKHOLDER LAWSUITS RELATED TO THE OCTOBER 2020 MERGER BETWEEN DIAMONDPEAK AND LORDSTOWN MOTORS CORP.
("LORDSTOWN"). ON JUNE 27, 2023, LORDSTOWN AND TWO OF ITS SUBSIDIARIES COMMENCED CHAPTER 11 PROCEEDINGS IN THE UNITED STATES
BANKRUPTCY COURT FOR THE DISTRICT OF DELAWARE. FOLLOWING APPROVAL OF LORDSTOWN'S PLAN OF CONFIRMATION ON MARCH 14, 2024, THE
COMPANY EMERGED FROM BANKRUPTCY AS NU RIDE INC. CERTAIN OF THE STOCKHOLDER LAWSUITS HAVE BEEN SETTLED AND THE COMPLAINTS HAVE
BEEN DISMISSED WITH PREJUDICE. ONE DERIVATIVE LAWSUIT REMAINS PENDING BUT IS STAYED BY AGREEMENT OF THE PARTIES: THAI V. BURNS, NO.
21-CV-1267 (N.D. OHIO). PURSUANT TO A SETTLEMENT AGREEMENT WITH NU RIDE INC., THAT CASE WILL BE DISMISSED AS TO MR. WALSH ONCE THE
RESPECTIVE STAY IS LIFTED. FOR THE AVOIDANCE OF DOUBT, THE FIRM'S ADVISORY AFFILIATES DID NOT AND DO NOT CONSIDER THE ABOVE MATTERS
TO BE MATERIAL TO ADVISORY CLIENTS, BUT HAVE DISCLOSED AND CONTINUE TO DISCLOSE THE DETAILS BASED ON A CONSERVATIVE
INTERPRETATION OF THE FORM ADV INSTRUCTIONS. FOR ADDITIONAL INFORMATION, PLEASE REFER TO WWW.ADVISERINFO.SEC.GOV.* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.