Form D · Other Investment Fund

Brookfield Opportunity Zone Partners REIT LLC

New York, NY · CIK 0001778499

Offering snapshot reported Jun 10, 2019 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
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 10, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$29.5M (estimated)
Finders' fees
$0
Form D file number
021-341503

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Merrill Lynch, Pierce, Fenner and Smith Incorporated7691
Goldman Sachs & Co. LLC361
RBC Capital Markets, LLC31194
J.P. Morgan Securities LLC79
Brookfield Private Advisors LLC151423

Source: Form D, filed Jun 10, 2019. 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

BROOKFIELD OPPORTUNITY ZONE PARTNERS REIT LLC

Investment adviser: BROOKFIELD ASSET MANAGEMENT PIC US, LLC

Gross asset value
$535M
Beneficial owners
1,073
ADV minimum commitment
$250K

Reported in Form ADV on Aug 6, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STATE STREET GLOBAL SERVICES ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE LLP TORONTO, Canada
Custodian BANK OF AMERICA WILMINGTON, Delaware, 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

DELOITTE LLP
PCAOB 1208

Filing source

Form ADV 2124064 · Aug 6, 2026 · Schedule D 7.B.(1), fund 805-1024215677

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
Hideki Aoki Executive
Lowell Baron Executive
Sara Beugelmans Executive
Sallie Chu Executive
Bryan Davis Executive
Brett Fox Executive
Murray Goldfarb Executive
Brian W. Kingston Executive
Melissa Lang Executive
Herbert Li Executive
Cristiano Machado Executive
William Powell Executive
P. Scott Selig Executive
Richard Shih Executive
Bryan Smith Executive
Mark Srulowitz Executive
David J. Stalter Executive
James Zysopoulos Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Brookfield Place 250 Vesey Street, 15 Th Floor
New York, NY, 10281-1023