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

UPG BOULDER EAST PORTFOLIO JV LLC

advised by CRESCENT REAL ESTATE LLC

Delaware, United States

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Search this name across graphsid dfx:ria:7f8149ca-ef6f-5019-98e5-e5832cd54d3d

Data as of May 10, 2024 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 29, 2024 to May 10, 2024
2 observations

Across DFX

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

Real Estate Fundsidentity

UPG Boulder East Portfolio Jv 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: CRESCENT REAL ESTATE LLCCRD 158397
Fund type: Real Estate Fund
Latest reported GAV: $180Mgross asset value on Schedule D 7.B(1), as of 2024-05-10; never fund size
Peak reported GAV: $180M
Beneficial owners: 2
Minimum investment: $0
Owned by the adviser: 100%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Organised in: Delaware, United States
First reported: Mar 29, 2024
Last reported: May 10, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 2
Fund id: 805-4039480565

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
May 10, 2024	$180M	2	$0	100.0%	yes	UPG BOULDER EAST PORTFOLIO JV LLC
Mar 29, 2024	$180M	2	$0	100.0%	yes	UPG BOULDER EAST PORTFOLIO JV LLC

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
BANK OF AMERICA	BANK OF AMERICA	FORT WORTH	Texas	United States	no	n/a
PNC BANK	PNC BANK	Seattle	Washington	United States	no	n/a

Relationships

Advises (1)

← CRESCENT REAL ESTATE LLCRegistered adviserReal Estate Fund, IA
Mar 29, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f8149ca-ef6f-5019-98e5-e5832cd54d3d
First observed: Mar 29, 2024
Last observed: May 10, 2024 28 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.

UPG BOULDER EAST PORTFOLIO JV LLC

advised by CRESCENT REAL ESTATE LLC

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:7f8149ca-ef6f-5019-98e5-e5832cd54d3d

Data as of May 10, 2024 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:23 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

May 10, 2024

$180M

100.0%

yes

UPG BOULDER EAST PORTFOLIO JV LLC

Mar 29, 2024

$180M

100.0%

yes

UPG BOULDER EAST PORTFOLIO JV LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

BANK OF AMERICA

FORT WORTH

Texas

United States

n/a

PNC BANK

Seattle

Washington

United States

n/a