Form D · Pooled Investment Fund

Berkshire MultiFamily Value Fund II LP

Boston, MA · CIK 0001418405

Offering snapshot reported May 7, 2009 · SEC filing

Reported sold
$589M
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 7, 2009Amendment$588,650,000No comparisonNot reportedSEC filing
Nov 13, 2007PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-110986

Source: Form D, filed May 7, 2009. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BERKSHIRE MULTIFAMILY VALUE FUND II, L.P.

Investment adviser: BERKSHIRE PROPERTY ADVISORS, LLC

Gross asset value
$0
Beneficial owners
50
ADV minimum commitment
$10M

Reported in Form ADV on Oct 16, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS, LLP BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS, LLP
PCAOB 238

Filing source

Form ADV 1350905 · Oct 16, 2019 · Schedule D 7.B.(1), fund 805-5045635254

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Frank P. Apesche Executive
David E. Doherty Executive
David J. Olney Executive
Stephen Pathum Executive
David C. Quade Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Berkshire Property Advisors L.L.C. One Beacon Street, Suite 1500
Boston, MA, 02108