Form D · REITS and Finance

Care Access Real Estate Investments, PBC

San Diego, CA · CIK 0001959133

Offering snapshot reported Aug 18, 2026 · SEC filing

Reported sold
$1.35M
Offering amount: $20M
Investors reported
4
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 22, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.05M$4.1MOct 2, 2023: $4,100,000.00Oct 2, 2023Aug 18, 2026: $1,350,000.00Aug 18, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$4,100,000 → $1,350,000
  • Reported investors3 → 4

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 18, 2026Amendment$1,350,000-$2,750,000vs Oct 2, 20234SEC filing
Oct 2, 2023Initial$4,100,000No comparison3SEC filing

Offering details

Securities
Debt
Exemptions
06c, 3C, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-493519

Source: Form D, filed Aug 18, 2026. 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

CARE ACCESS REAL ESTATE INVESTMENTS, PBC

Investment adviser: MISSION DRIVEN FINANCE, LLC

Gross asset value
$15.6M
Beneficial owners
29
ADV minimum commitment
$50K

Reported in Form ADV on Aug 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SHIFT CAPITAL PHILADELPHIA, Pennsylvania, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor FORVIS MAZARS, LLP SPRINGFIELD, Missouri, United States
Custodian J.P. MORGAN SECURITIES LLC COLUMBUS, Ohio, 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

FORVIS MAZARS, LLP
PCAOB 686

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Filing source

Form ADV 2125905 · Aug 25, 2026 · Schedule D 7.B.(1), fund 805-7439064881

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
Care Investment Partners Gp, Llc Promoter
Care Investment Partners, Lp Promoter
Kahlmus Eatman Director
Lauren Grattan Director, Executive
September Jarrett Director
Laura Kohn Director, Executive
David Lynn Director, Executive
Mission Driven Finance, Llc Promoter
Louie Nguyen Executive
Joseph Pileri Executive
Chris Weil Director

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
2245 San Diego Avenue, Suite 135
San Diego, CA, 92110