Investment adviser · CRD 282072

BELVERON REAL ESTATE PARTNERS, LLC

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Jun 18, 2026

Regulatory AUM
$1.27B
Form ADV · Item 5.F
Client accounts
39
Accounts, not individual clients
Employees
25
Reported in this filing
Advisory professionals
25
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles39$1,265,298,078100.0%
Filing source

Form ADV 2113247 · Jun 18, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

48 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BPRE RC PROMOTE LLCReal Estate Fund · Last reported Jun 18, 2026$200MGross asset value
Fund administrator EA RESIG LLC WELLESLEY, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor NOVOGRADAC & COMPANY SOUTHFIELD, Michigan, United States
Custodian JP MORGAN CHASE BANK NA COLUMBUS, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

NOVOGRADAC & COMPANY
PCAOB 474

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-5865143662
Reported beneficial owners
2
Minimum commitment
$0

Form ADV 2113247 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BELVERON FLAGSHIP FUND VII PRESERVATION LPReal Estate Fund · Last reported Jun 18, 2026$184MGross asset value

Form D fundraising filings

Belveron Flagship Fund VII Preservation, L.P.

Fund administrator EA RESIG LLC WELLESLEY, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor MOSS ADAMS LLP SEATTLE, Washington, United States
Custodian CITY NATIONAL BANK SAN FRANCISCO, California, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA COLUMBUS, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MOSS ADAMS LLP
PCAOB 659

CITY NATIONAL BANK
LEI 593C3GZG957YOJPS2Z63

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-6743991278
Reported beneficial owners
20
Minimum commitment
$500K
Form D file number
021-473902

Form ADV 2113247 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BELVERON FLAGSHIP FUND VII INVESTOR, LPReal Estate Fund · Last reported Jun 18, 2026$124MGross asset value

Form D fundraising filings

Belveron Flagship Fund VII Investor, L.P.

Fund administrator EA RESIG LLC WELLESLEY, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor MOSS ADAMS LLP SEATTLE, Washington, United States
Custodian CITY NATIONAL BANK SAN FRANCISCO, California, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA COLUMBUS, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MOSS ADAMS LLP
PCAOB 659

CITY NATIONAL BANK
LEI 593C3GZG957YOJPS2Z63

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-4143868739
Reported beneficial owners
155
Minimum commitment
$75K
Form D file number
021-473912

Form ADV 2113247 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BELVERON PARTNERS FUND V VENTURE, LPReal Estate Fund · Last reported Jun 18, 2026$115MGross asset value
Fund administrator EA RESIG LLC WELLESLEY, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor NOVOGRADAC & COMPANY SOUTHFIELD, Michigan, United States
Custodian JP MORGAN CHASE BANK NA COLUMBUS, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

NOVOGRADAC & COMPANY
PCAOB 474

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-8495606672
Reported beneficial owners
4
Minimum commitment
$4M
Form D file number
021-326918

Form ADV 2113247 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BPRE RC PROMOTE 2 LLCReal Estate Fund · Last reported Jun 18, 2026$94.2MGross asset value
Fund administrator EA RESIG LLC WELLESLEY, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor NOVOGRADAC & COMPANY SOUTHFIELD, Michigan, United States
Custodian JP MORGAN CHASE BANK NA COLUMBUS, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

NOVOGRADAC & COMPANY
PCAOB 474

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-7761371788
Reported beneficial owners
2
Minimum commitment
$0

Form ADV 2113247 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BELVERON PARTNERS FUND VI VENTURE, LPReal Estate Fund · Last reported Jun 18, 2026$76MGross asset value

Form D fundraising filings

BELVERON PARTNERS FUND VI VENTURE, L.P.

Fund administrator EA RESIG LLC WELLESLEY, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor NOVOGRADAC & COMPANY SOUTHFIELD, Michigan, United States
Custodian JP MORGAN CHASE BANK NA COLUMBUS, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

NOVOGRADAC & COMPANY
PCAOB 474

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-8408407533
Reported beneficial owners
4
Minimum commitment
$4.44M
Form D file number
021-365817

Form ADV 2113247 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EVERGREEN HOLDINGS REIT, LLCReal Estate Fund · Last reported Jun 18, 2026$72.7MGross asset value

Form D fundraising filings

Evergreen Holdings REIT, LLC

Fund administrator EA RESIG LLC WELLESLEY, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor NOVOGRADAC & COMPANY SOUTHFIELD, Michigan, United States
Custodian JP MORGAN CHASE BANK NA COLUMBUS, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

NOVOGRADAC & COMPANY
PCAOB 474

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-1027177631
Reported beneficial owners
5
Minimum commitment
$1K
Form D file number
021-467478

Form ADV 2113247 · Jun 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 18, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

550 CALIFORNIA STREET, SUITE 620
SAN FRANCISCO, CA, 94104, United States

CRD 282072

Filing source

Form ADV 2113247 · Jun 18, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.