Investment adviser · CRD 162071

GREEN MOUNTAIN HOUSING EQUITY FUND, INC.

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

BURLINGTON, VT, United States · Form ADV filed Jun 26, 2019

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

13 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.

GREEN MOUNTAIN HOUSING EQUITY FUND VII, LPReal Estate Fund · Last reported Jun 26, 2019$27.8MGross asset value
Auditor OTIS ATWELL SOUTH PORTLAND, Maine, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7324138827
Reported beneficial owners
12
Minimum commitment
$500K
Form D file number
021-169625

Form ADV 1331502 · Jun 26, 2019 · 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.

GREEN MOUNTAIN HOUSING EQUITY FUND VI, LPReal Estate Fund · Last reported Jun 26, 2019$23.5MGross asset value
Auditor OTIS ATWELL SOUTH PORTLAND, Maine, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3320941278
Reported beneficial owners
12
Minimum commitment
$500K
Form D file number
021-169625

Form ADV 1331502 · Jun 26, 2019 · 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.

COMMUNITY CAPITAL HOUSING VERMONT FUND 3 LPReal Estate Fund · Last reported Jun 26, 2019$17.1MGross asset value
Auditor OTIS ATWELL SOUTH PORTLAND, Maine, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3678316714
Reported beneficial owners
1
Minimum commitment
$500K

Form ADV 1331502 · Jun 26, 2019 · 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.

COMMUNITY CAPITAL HOUSING VERMONT FUND 1 LIMITED PARTNERSHIPReal Estate Fund · Last reported Jun 26, 2019$16.2MGross asset value
Auditor OTIS ATWELL SOUTH PORTLAND, Maine, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1691581311
Reported beneficial owners
1
Minimum commitment
$500K
Form D file number
021-169625

Form ADV 1331502 · Jun 26, 2019 · 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.

GREEN MOUNTAIN HOUSING EQUITY FUND V, LPReal Estate Fund · Last reported Jun 26, 2019$16.1MGross asset value
Auditor OTIS ATWELL SOUTH PORTLAND, Maine, United States
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Fund details & source
Fund ID
805-1438966591
Reported beneficial owners
8
Minimum commitment
$500K
Form D file number
021-169625

Form ADV 1331502 · Jun 26, 2019 · 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.

PUB HV FUND 1 LPReal Estate Fund · Last reported Jun 26, 2019$16.1MGross asset value
Auditor OTIS ATWELL SOUTH PORTLAND, Maine, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3346279524
Reported beneficial owners
1
Minimum commitment
$500K

Form ADV 1331502 · Jun 26, 2019 · 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.

GREEN MOUNTAIN HOUSING EQUITY FUND IV, LPReal Estate Fund · Last reported Jun 26, 2019$14.2MGross asset value

Form D fundraising filings

Green Mountain Housing Equity Fund IV Limited Partnership

Auditor OTIS ATWELL SOUTH PORTLAND, Maine, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7775187040
Reported beneficial owners
7
Minimum commitment
$500K
Form D file number
021-135828

Form ADV 1331502 · Jun 26, 2019 · 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 26, 2019. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

100 BANK STREET, SUITE 400
BURLINGTON, VT, 05401, United States

CRD 162071

Filing source

Form ADV 1331502 · Jun 26, 2019 · 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.