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RIA / WealthPrivate fundprivate equity fund3(c)(1)dropped

HAMILTON REAL ESTATE FUND II, LLC

advised by THE ESTATE PLANNERS GROUP

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4f31d878-dcdf-6b48-bea9-cc01e131a5b6

Data as of Mar 28, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2018 to Mar 28, 2019
3 observations

Across DFX

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

Private Equityidentity

Hamilton Real Estate Fund II, LLC

Private equity fund · shared adv fund id

Facts

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

Adviser: THE ESTATE PLANNERS GROUPCRD 124418
Fund type: Private Equity Fund
Latest reported GAV: $1.2Mgross asset value on Schedule D 7.B(1), as of 2019-03-28; never fund size
Peak reported GAV: $4.5M
Beneficial owners: 55
Minimum investment: $100,000
Owned by the adviser: 1000%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: yes
Form D file number: 021-238245an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 30, 2018
Last reported: Mar 28, 2019fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-4519758208

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 28, 2019	$1.2M	55	$100,000	1000.0%	yes	HAMILTON REAL ESTATE FUND II, LLC
Sep 24, 2018	$4.5M	55	$100,000	1000.0%	yes	HAMILTON REAL ESTATE FUND II, LLC
Mar 30, 2018	$4.5M	55	$100,000	1000.0%	yes	HAMILTON REAL ESTATE FUND II, LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
WELLS FARGO BANK	WELLS FARGO BANK NA	SAN FRANCISCO	California	United States	no	n/a

Relationships

Advises (1)

← THE ESTATE PLANNERS GROUPRegistered adviserPrivate Equity Fund, IA, no longer reported
Mar 30, 2018 to Mar 28, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4f31d878-dcdf-6b48-bea9-cc01e131a5b6
First observed: Mar 30, 2018
Last observed: Mar 28, 2019 91 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.

HAMILTON REAL ESTATE FUND II, LLC

advised by THE ESTATE PLANNERS GROUP

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4f31d878-dcdf-6b48-bea9-cc01e131a5b6

Data as of Mar 28, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:43 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 28, 2019

$1.2M

$100,000

1000.0%

yes

HAMILTON REAL ESTATE FUND II, LLC

Sep 24, 2018

$4.5M

$100,000

1000.0%

yes

HAMILTON REAL ESTATE FUND II, LLC

Mar 30, 2018

$4.5M

$100,000

1000.0%

yes

HAMILTON REAL ESTATE FUND II, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

WELLS FARGO BANK

WELLS FARGO BANK NA

SAN FRANCISCO

California

United States

n/a