Form D · Commercial

Berkshire SPE LLC

Portland, OR · CIK 0001678242

Offering snapshot reported Jun 27, 2016 · SEC filing

Reported sold
$2.1M
Offering amount: $2.1M
Investors reported
30
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jun 17, 2016
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
Jun 27, 2016Initial$2,100,000No comparison30SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-265846

Source: Form D, filed Jun 27, 2016. 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

H. BARTON VENTURE SELECT IV, LLC

Investment adviser: H. BARTON ASSET MANAGEMENT, LLC

Gross asset value
$282M
Beneficial owners
119
ADV minimum commitment
$1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GOLDEN GATE ASSOCIATES SAN FRANCISCO, California, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor BAKER TILLY US, LLP CHICAGO, Illinois, United States
Custodian MORGAN STANLEY SMITH BARNEY LLC WALNUT CREEK, California, 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

BAKER TILLY US, LLP
PCAOB 23

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Filing source

Form ADV 2086302 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-7050534547

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
Matthew J. Felton Director
William Felton Director

Issuer details

Industry: Commercial (See others in industry)

Address:
520 Sw Sixth Avenue Suite 610
Portland, OR, 97204