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
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 7, 2009 | Amendment | $588,650,000 | No comparison | Not reported | SEC filing |
| Nov 13, 2007 | Paper | Not reported | No comparison | Not reported | SEC 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
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.
| Name | Reported 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:Boston, MA, 02108