DFX Intelligence
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Vehicle
T••• R••• E••••• P••••••• I•• L••
What the adviser swears
- Gross asset value
- $15M GAV 2023assets on the filing date; never fund size, commitments or dry powder
- Beneficial owners
- 37
- Minimum investment
- $500,000
- Ownership
- adviser and related 2%, funds of funds 3%, non-US 0%
- Structure
- fund of funds7.B.(1) fund of funds = Y
- Exclusion
- 3(c)(1)
- Jurisdiction
- GA, United States
- Form D file number
- 021-655237.B.(1).A.22; the join to Form D is a later cycle
- First reported
- Mar 27, 2012 (tape start; the fund may be older)
- Last reported
- 2023
- Vintage
- unknownbasis: unknown
- Name says
- Opportunistic (Real Estate Partners II)
- Lifecycle
- Winding downassets are 14% of the vehicle's peak (2014)
- Admission
- sworn as a Real Estate Fund
GAV by year
12 years reported
2012
$89.3M37 owners
2013
$105M37 owners
2014
$108M37 owners
2015
$93.2M37 owners
2016
$66.9M37 owners
2017
$51.6M37 owners
2018
$34.5M38 owners
2019
$33.9M38 owners
2020
$28.8M38 owners
2021
$21.0M38 owners
2022
$17.1M38 owners
2023
$14.6M37 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?
2 allocators
- W•••••• C••••• G•••••••• M••••••• F••• exact_name$26,020 fair value, as of Dec 31, 2024 apps.irs.gov
- M••••• M•••••• K••••••• F••••••••• exact_name$68,430 fair value, as of Dec 31, 2024 apps.irs.gov
Placement agents and auditors
0 placement agents reported
None reported on 7.B.(1).A.28.
Dated events
- Vehicle first reported Mar 27, 2012 (observed) ••• Locked