DFX Intelligence
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Vehicle
A••••• R••• E••••• P••••••• I•• L•••
What the adviser swears
- Gross asset value
- $149M GAV 2024assets on the filing date; never fund size, commitments or dry powder
- Beneficial owners
- 205
- Minimum investment
- $100,000
- Ownership
- adviser and related 21%, funds of funds 19%, non-US 12%
- Structure
- standalonedefault
- Exclusion
- 3(c)(7)
- Jurisdiction
- DE, United States
- Form D file number
- 021-2773097.B.(1).A.22; the join to Form D is a later cycle
- First reported
- Mar 28, 2017
- Last reported
- 2024
- Vintage
- 2017basis: adv_first_reported
- Name says
- Opportunistic (Real Estate Partners IV)
- Lifecycle
- Harvestingassets fell 24% from the 2022 peak
- Admission
- sworn as a Real Estate Fund
GAV by year
8 years reported
2017
$66.5M49 owners
2018
$142M49 owners
2019
$173M205 owners
2020
$175M205 owners
2021
$162M205 owners
2022
$196M205 owners
2023
$174M205 owners
2024
$149M205 owners
Bound holdingsHow a holding binds to a vehicleA holding binds to a VEHICLE only when the owner name carries the vehicle’s stem and numeral; most holdings bind to the manager alone.
0 trusted of 0 candidate
No validated holdings yet. Candidate bindings stay off this page until their rule passes the blind-label gate.
Who backs this vehicle?
1 allocators
- I••••••••• B••• C•••• F••••••••• exact_name$2.5M fair value, as of Dec 31, 2024 apps.irs.gov
Placement agents and auditors
6 placement agents reported
- A•••••• S••••••••• L•• placement agent of, third party
- S••••• P••••• C•••••• L•• placement agent of, third party
- K•••••• C••••••• I••• placement agent of, third party
- C•••••• S••••• L•• placement agent of, third party
- C• B••••••••• I•• placement agent of, third party
- C••••• C•••••• placement agent of, third party
Dated events
- Vehicle first reported Mar 28, 2017 (observed) ••• Locked