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RE fundsReal estate fund managereraunder 1bdevelopment · probable

Surge Capital LLC

Real Estate Funds

St. George, UT

Search this name across graphsid dfx:ref:a06c1044-b55c-4759-a37e-384834dae882

Data as of Sep 15, 2026 (this record's last observation) from Adviser-reported funds; Property side (read only); Capital side; Manager sites. Page built Sep 20, 2026, 9:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 3
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026
8 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

SURGE CAPITAL LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Website: surgeredev.com
Reported GAV: $828,436gross asset value on the latest filing, feeders excluded, quarantined above 3x RAUM; not fund size
GAV as reported: $828,436before the feeder and quarantine rules; a quarantined manager enters no total
Strategy class: DEVELOPMENTinferencea candidate from the manager's own site read until its quote verification passes
Vehicles, current: 2
Vehicles, ever: 2
First real estate filing: 2024
Latest ADV filing: Jan 9, 2024
Bound properties: 0derivedthrough validated holding bindings only
Loans: 0derivedon bound holdings
Lenders: 0derivedon bound holdings
Allocators naming this manager: 0derivedpublic pension commitment lists
CRD: 328397
SEC number: 802-129480

Vehicles

Real Estate Fund vehicles this adviser swore on Schedule D 7.B(1); GAV is gross asset value as filed, never fund size, and a feeder repeats its master and is excluded from the manager's sum

Vehicle	Kind	GAV, latest	As of	Quarantined	Owners	Vintage	First reported	Lifecycle	Current	Allocators
Surge Land Fund LP	fund	$828,436	Jan 9, 2024	no	13	n/a	2024	Unknown	yes	0
Surge Real Estate Fund I LP	fund	$0	Jan 9, 2024	no	2	n/a	2024	Unknown	yes	0

Reported GAV by year

the sum of gross asset value over this manager's non-feeder vehicle rows per calendar year, as filed; the manager-level quarantine (summed GAV above three times its own RAUM) is a flag on the card and is not applied here; 2 rows folded into 1

Year	Vehicles reporting	GAV, sum
2024	2	$828,436

Relationships

Employs (1)

→ Paul PoteetPrincipalManager
Mar 1, 2023 to presentfactForm ADV

Manages (2)

→ Surge Land Fund LPReal estate fund vehiclefund
Jan 9, 2024 to presentfactForm ADV
→ Surge Real Estate Fund I LPReal estate fund vehiclefund
Jan 9, 2024 to presentfactForm ADV

Dated events

Occurred
Jan 9, 2024
Manager's first real estate fund filing
Surge Capital LLC first filed Form ADV in the extract (ERA)
Form ADVobserved 4 days ago
Occurred
Jan 9, 2024
Vehicle first reported on Form ADV
Surge Land Fund LP first reported on Form ADV by Surge Capital LLC, GAV $828,436 (tape start: the fund may be older)
Form ADVobserved 4 days ago
$828,436
Occurred
Jan 9, 2024
Vehicle first reported on Form ADV
Surge Real Estate Fund I LP first reported on Form ADV by Surge Capital LLC (tape start: the fund may be older)
Form ADVobserved 4 days ago
0 USD_GAV

Provenance

Graph: Real Estate Funds
Canonical id: dfx:ref:a06c1044-b55c-4759-a37e-384834dae882
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Surge Capital LLC

Real Estate Funds

St. George, UT

Search this name across graphsid dfx:ref:a06c1044-b55c-4759-a37e-384834dae882

Vehicle

Kind

GAV, latest

As of

Quarantined

Owners

Vintage

First reported

Lifecycle

Current

Allocators

Surge Land Fund LP

fund

$828,436

Jan 9, 2024

n/a

2024

Unknown

yes

Surge Real Estate Fund I LP

fund

Jan 9, 2024

n/a

2024

Unknown

yes

Year

Vehicles reporting

GAV, sum

2024

$828,436