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SENIORS HOUSING FUND MANAGER LLC

TOLEDO, OH · CRD 334006 · IAPD ↗ · 419-247-2800

$3.79BRegulatory AUM
18Advisory reps
40Employees
0Clients
n/aPlanning clients
4Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — SENIORS HOUSING FUND MANAGER LLC shrank from 24 to 18 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2026 — SENIORS HOUSING FUND MANAGER LLC crossed $1B in regulatory AUM ($799.8M -> $3.79B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
58
July 2025 — SENIORS HOUSING FUND MANAGER LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
June 2025 — SENIORS HOUSING FUND MANAGER LLC now reports 1 private fund(s) ($799.8M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
65
June 2025 — SENIORS HOUSING FUND MANAGER LLC grew from 12 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
February 2025 — SENIORS HOUSING FUND MANAGER LLC (TOLEDO, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 12 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.