Form D · Other Investment Fund
Brookfield Strategic Real Estate Partners IV-A L.P.
New York, NY · CIK 0001864809
Offering snapshot reported Jan 20, 2023 · SEC filing
- Reported sold
- $15.3B Indefinite offering
- Investors reported
- 321 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jul 12, 2021 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 |
|---|---|---|---|---|---|
| Jan 20, 2023 | Amendment | $15,328,283,016 | No comparison | 321 | SEC filing |
| Jul 7, 2021 | Initial | Yet to sell | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $72.5M (estimated)
- Finders' fees
- $0
- Form D file number
- Not reported
The total amount sold across Brookfield's opportunistic real estate strategy in connection with BSREP IV (including the amount sold by the Issuers) is approximately $17 billion.
The figure disclosed above reflects estimated amounts expected to be paid to placement agents in respect of sales exempt from registration under Regulation D and/or other available exemptions and include amounts paid to Brookfield affiliates.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Brookfield Private Advisors LLC | 151423 | |
| Brookfield Investment Management (Canada) Inc. | None | |
| Brookfield Singapore Pte. Ltd | None | |
| Brookfield Advisors (Hong Kong) Ltd | None | |
| Brookfield Private Capital (UK) Limited | None | |
| J.P. Morgan Securities LLC | 79 | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | |
| Brookfield Capital Securities Ltd | None | |
| Brookfield Oaktree Wealth Solutions LLC | 313390 |
Source: Form D, filed Jan 20, 2023. 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 |
|---|---|
| Lowell Baron | Executive |
| Carolyn Bidwell | Executive |
| Sallie Chu | Executive |
| Bryan Davis | Executive |
| Brett Fox | Executive |
| Murray Goldfarb | Executive |
| Keiji Hattori | Executive |
| Brian W. Kingston | Executive |
| Polina Kushelev | Executive |
| Melissa Lang | Executive |
| Herbert Li | Executive |
| Isaac Macdonald | Executive |
| William Powell | Executive |
| Bryan Smith | Executive |
| Mark Srulowitz | 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
New York, NY, 10281-1023