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RIA / WealthPrivate fundreal estate fund3(c)(7)dropped

SUNDANCE BAY INCOME AND GROWTH REIT, LLC

advised by SUNDANCE BAY

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:7a6fc1a0-e448-72c3-bcf5-2ab3d4ac69d8

Data as of Oct 13, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2022 to Oct 13, 2022
2 observations

Across DFX

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

Real Estate Fundsidentity

Sundance Bay Income and Growth Reit, LLC

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

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

Adviser: SUNDANCE BAYCRD 301868
Fund type: Real Estate Fund
Latest reported GAV: $100Mgross asset value on Schedule D 7.B(1), as of 2022-10-13; never fund size
Peak reported GAV: $100M
Beneficial owners: 126
Minimum investment: $1,000
Owned by the adviser: 10000%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Organised in: Delaware, United States
First reported: Mar 31, 2022
Last reported: Oct 13, 2022fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 2
Fund id: 805-3953465104

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
Oct 13, 2022	$100M	126	$1,000	10000.0%	yes	SUNDANCE BAY INCOME AND GROWTH REIT, LLC
Mar 31, 2022	$100M	126	$1,000	10000.0%	yes	SUNDANCE BAY INCOME AND GROWTH REIT, LLC

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
KEYBANK NATIONAL ASSOCIATION	KEYBANK NATIONAL ASSOCIATION	Seattle	Washington	United States	no	n/a

Relationships

Advises (1)

← SUNDANCE BAYRegistered adviserReal Estate Fund, IA, no longer reported
Mar 31, 2022 to Oct 13, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7a6fc1a0-e448-72c3-bcf5-2ab3d4ac69d8
First observed: Mar 31, 2022
Last observed: Oct 13, 2022 47 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.

SUNDANCE BAY INCOME AND GROWTH REIT, LLC

advised by SUNDANCE BAY

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:7a6fc1a0-e448-72c3-bcf5-2ab3d4ac69d8

Data as of Oct 13, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Oct 13, 2022

$100M

126

$1,000

10000.0%

yes

SUNDANCE BAY INCOME AND GROWTH REIT, LLC

Mar 31, 2022

$100M

126

$1,000

10000.0%

yes

SUNDANCE BAY INCOME AND GROWTH REIT, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

KEYBANK NATIONAL ASSOCIATION

Seattle

Washington

United States

n/a