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RIA / WealthPrivate fundreal estate fund3(c)(1)3(c)(7)

SWBC RE FUND LP

advised by SWBC INVESTMENT COMPANY

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:e91e13eb-7277-4c22-de51-ae619fa80b08

Data as of May 16, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 29, 2023 to May 16, 2024
6 observations

Across DFX

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

Real Estate Fundsidentity

Swbc Re Fund LP

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: SWBC INVESTMENT COMPANYCRD 140994
Fund type: Real Estate Fund
Latest reported GAV: $124Mgross asset value on Schedule D 7.B(1), as of 2024-05-16; never fund size
Peak reported GAV: $124M
Beneficial owners: 18
Minimum investment: $1.0M
Owned by the adviser: 500%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-1919767an 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 29, 2023
Last reported: May 16, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 6
Fund id: 805-4477520329

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 16, 2024	$124M	18	$1.0M	500.0%	yes	SWBC RE FUND LP
Mar 28, 2024	$124M	18	$1.0M	500.0%	yes	SWBC RE FUND LP
Dec 7, 2023	$124M	18	$1.0M	500.0%	yes	SWBC RE FUND LP
Sep 7, 2023	$124M	18	$1.0M	500.0%	yes	SWBC RE FUND LP
Mar 29, 2023	$124M	18	$1.0M	500.0%	yes	SWBC RE FUND LP
Mar 29, 2023	$124M	18	$1.0M	500.0%	yes	SWBC RE FUND LP

Relationships

Advises (1)

← SWBC INVESTMENT COMPANYRegistered adviserReal Estate Fund, IA
Mar 29, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e91e13eb-7277-4c22-de51-ae619fa80b08
First observed: Mar 29, 2023
Last observed: May 16, 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.

SWBC RE FUND LP

advised by SWBC INVESTMENT COMPANY

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:e91e13eb-7277-4c22-de51-ae619fa80b08

Data as of May 16, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:21 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

May 16, 2024

$124M

$1.0M

500.0%

yes

SWBC RE FUND LP

Mar 28, 2024

$124M

$1.0M

500.0%

yes

SWBC RE FUND LP

Dec 7, 2023

$124M

$1.0M

500.0%

yes

SWBC RE FUND LP

Sep 7, 2023

$124M

$1.0M

500.0%

yes

SWBC RE FUND LP

Mar 29, 2023

$124M

$1.0M

500.0%

yes

SWBC RE FUND LP

Mar 29, 2023

$124M

$1.0M

500.0%

yes

SWBC RE FUND LP