Skip to main content
Glama

Search real estate fund vehicles

search_re_fund_vehicles
Read-onlyIdempotent

Vehicles sworn as Real Estate Funds by their SEC fund id (805-...): the fund and its family and sequence, master, feeder or fund of funds, gross asset value latest, first and peak with the filing date, years reported, vintage with its basis, owners and minimum investment, the Form D file number, lifecycle state with the components behind it, and the public plans that disclosed a commitment. query takes a name, an 805- fund id or an 021- Form D number. lifecycle_state RAISING or FORMING is the vehicle raising or newly formed on its filings (the live fundraising read). Feeders are excluded unless asked for (a feeder's assets are its master's, counted twice). Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn ADV tape starts in 2011 and runs through the latest monthly filings DFX has read (coverage_live on the answer gives the years and counts), so a first report in 2011 or 2012 is a first sighting, not a formation. Holdings, properties, loans and lenders appear only where a property binding passed its blind labels, which is a few hundred managers. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in entitlement and locked. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
sortNo
limitNo
queryNoFund name contains, an 805- ADV fund id, or an 021- Form D file number.
stateNoTwo-letter organisation state of the vehicle.
cursorNonext_cursor from a previous page of this tool, unchanged.
manager_crdNo
min_gav_usdNo
vehicle_kindNo
vintage_fromNo
vintage_yearNo
strategy_hintNoThe strategy read from the vehicle's own name (a hint, never a claim): CORE, CORE_PLUS, VALUE_ADD, OPPORTUNISTIC, DEBT, DISTRESSED, DEVELOPMENT, LAND, REIT_SPONSOR, NET_LEASE, CORE_INCOME, MULTI_STRATEGY, SPECIAL_SITUATIONS, SECONDARIES, FUND_OF_FUNDS. A property word here (multifamily) is moved to property_type_hint.
manager_dfx_idNoA real estate fund graph id of the form dfx:ref:<uuid> (from search_re_fund_managers, search_re_fund_vehicles, resolve_name or search_entities).
exclude_feedersNo
include_droppedNoAlso vehicles no longer reported on the latest filing.
lifecycle_stateNoOne or more lifecycle states, e.g. [RAISING, FORMING] for funds in market.
with_public_lpsNo
property_type_hintNoThe property type read from the vehicle's own name: MULTIFAMILY, INDUSTRIAL, OFFICE, RETAIL, HOTEL, MIXED_USE, LAND, STUDENT_HOUSING, SENIOR_HOUSING, SELF_STORAGE, SINGLE_FAMILY_RENTAL, DATA_CENTER, HEALTHCARE, LIFE_SCIENCE, MANUFACTURED_HOUSING, NET_LEASE, OTHER.
first_reported_fromNoISO date: first reported on the ADV tape on or after.
first_reported_yearNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed5 schema fields changed
    • addedInput schema / properties / first_reported_from
      Added value: +{
      +  "description": "ISO date: first reported on the ADV tape on or after.",
      +  "type": "string"
      +}
    • addedInput schema / properties / lifecycle_state
      Added value: +{
      +  "description": "One or more lifecycle states, e.g. [RAISING, FORMING] for funds in market.",
      +  "items": {
      +    "enum": [
      +      "FORMING",
      +      "RAISING",
      +      "INVESTING",
      +      "DEPLOYING",
      +      "HARVESTING",
      +      "MATURE",
      +      "WINDING_DOWN",
      +      "DROPPED",
      +      "UNKNOWN"
      +    ],
      +    "type": "string"
      +  },
      +  "type": "array"
      +}
    • addedInput schema / properties / property_type_hint
      Added value: +{
      +  "description": "The property type read from the vehicle's own name: MULTIFAMILY, INDUSTRIAL, OFFICE, RETAIL, HOTEL, MIXED_USE, LAND, STUDENT_HOUSING, SENIOR_HOUSING, SELF_STORAGE, SINGLE_FAMILY_RENTAL, DATA_CENTER, HEALTHCARE, LIFE_SCIENCE, MANUFACTURED_HOUSING, NET_LEASE, OTHER.",
      +  "type": "string"
      +}
    • changedInput schema / properties / strategy_hint / description
      Previous value: -"The strategy read from the vehicle's own name (a hint, never a claim)."New value: +"The strategy read from the vehicle's own name (a hint, never a claim): CORE, CORE_PLUS, VALUE_ADD, OPPORTUNISTIC, DEBT, DISTRESSED, DEVELOPMENT, LAND, REIT_SPONSOR, NET_LEASE, CORE_INCOME, MULTI_STRATEGY, SPECIAL_SITUATIONS, SECONDARIES, FUND_OF_FUNDS. A property word here (multifamily) is moved to property_type_hint."
    • addedInput schema / properties / vintage_from
      Added value: +{
      +  "type": "integer"
      +}
  2. Added

TDQS

A3.8/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Substantial behavioral disclosure beyond the read-only/idempotent annotations: entitlement limits (first 5 rows full, locked.count and locked.by_type for the rest), record truncation to the subject plus 3 related names per section, permanent withholding of contact values and decision-maker names, the entitlement and locked fields in every answer, the ADV tape coverage window starting 2011, the caution that a 2011-2012 first report is a first sighting not a formation, the definition of gross asset value, and the feeder double-counting caution. This is exactly the kind of context annotations cannot carry.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The content is front-loaded with the field enumeration and the key access caveat, but it is one dense run-on paragraph that mixes data-field listing, definitions, filters, coverage caveats, and entitlement rules. It is information-rich rather than padded, yet the lack of structure makes it harder to scan than it needs to be.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a 19-parameter tool with 0% output schema, the description covers the unusual definitions (gross asset value, vintage basis, coverage window), the entitlement withheld-data behavior, and the feeder rule. The main gap is the unexplained half of the parameters; otherwise an agent has enough to call the tool without surprising failures.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 47%, so the description must compensate and partially does: it explains that query takes a name, an 805- fund id, or an 021- Form D number, and it defines lifecycle_state RAISING/FORMING as the live fundraising read plus the feeder exclusion rule. However, roughly half the parameters (sort, limit, state, cursor, manager_crd, min_gav_usd, vintage fields, first_reported fields, with_public_lps, include_dropped) receive no explanation in the description, so the gap is only partly filled.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description opens by specifying the verb and resource precisely: vehicles sworn as Real Estate Funds by SEC fund id. It enumerates the returned data fields, which makes the purpose concrete, but it does not explicitly distinguish itself from the closely named sibling get_re_fund_vehicle or search_re_fund_managers, leaving an agent to infer that this is the search/list variant.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Usage is implied through the query semantics and the note that lifecycle_state RAISING or FORMING is the live fundraising read, plus the feeder exclusion default. There is no explicit when-to-use versus sibling tools like get_re_fund_vehicle or search_re_fund_managers, so an agent must infer the search/list role.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.