Form D · Other Investment Fund
Blue Heron Real Estate Opportunity Fund V, LP
Raleigh, NC · CIK 0002163139
Offering snapshot reported Nov 6, 2026 · SEC filing
- Reported sold
- $63.9M Offering amount: $250M
- Investors reported
- 40 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 29, 2026 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 6, 2026 | Initial | $63,850,000 | No comparison | 40 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-604004
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Pickwick Capital Partners, LLC | 130672 | Karen Lynne Powell · CRD 6622862 |
Source: Form D, filed Nov 6, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| N/A Blue Heron Asset Management, Llc | Executive |
| N/A Blue Heron Fund V Gp, Llc | Director |
| Matthew Hobbs | Executive |
| Deborah Jones | Executive |
| Maurice Malfatti | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
1111 Haynes Street Suite 203
Raleigh, NC, 27604
Raleigh, NC, 27604