Form D · Private Equity Fund
Carlyle Realty Partners VII, L.P.
Washington, DC · CIK 0001603572
Offering snapshot reported Aug 28, 2015 · SEC filing
- Reported sold
- $3.97B Indefinite offering
- Investors reported
- 130 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Mar 31, 2014 As reported in this filing
Fundraising history
Reported soldDates 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$2,298,591,000 → $3,968,467,000
- Reported investors78 → 130
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 28, 2015 | Amendment | $3,968,467,000 | $1,669,876,000vs Nov 18, 2014 | 130 | SEC filing |
| Nov 18, 2014 | Amendment | $2,298,591,000 | $608,241,000vs Sep 22, 2014 | 78 | SEC filing |
| Sep 22, 2014 | Amendment | $1,690,350,000 | $136,100,000vs Jul 10, 2014 | 67 | SEC filing |
| Jul 10, 2014 | Amendment | $1,554,250,000 | $197,600,000vs May 20, 2014 | 61 | SEC filing |
| May 20, 2014 | Amendment | $1,356,650,000 | $229,000,000vs Apr 3, 2014 | 48 | SEC filing |
| Apr 3, 2014 | Initial | $1,127,650,000 | No comparison | 43 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $5.16M (estimated)
- Finders' fees
- $116K (estimated)
- Form D file number
- Not reported
Not including the sponsor commitment.
Limited Partnership Interests
Employees of affiliate of GP ("Carlyle") involved in the placement of Fund interests receive compensation in part based on the amount of capital raised for the Fund; such compensation is borne by Carlyle and not by the Fund's investors.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| TCG Securities, L.L.C. | 154788 | TCG Securities, L.L.C. · CRD 154788 |
| Morgan Stanley Smith Barney LLC | 149777 | Morgan Stanley Smith Barney LLC · CRD 149777 |
| Financial Management Enterprises Ltd. | None | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | Merrill Lynch, Pierce, Fenner & Smith Incorporated · CRD 7691 |
| Avalon Wealth Management, LLC | 162745 | Avalon Wealth Management, LLC · CRD 162745 |
| Alistithmar Capital | None | |
| Moneda S.A. Administradora General de Fondos | None | |
| Butterfield Asset Management Limited | None |
Source: Form D, filed Aug 28, 2015. 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 Carlyle Realty Vii, L.L.C. | Promoter |
| William E. Conway, Jr. | Executive |
| Daniel A. D'aniello | Executive |
| Christopher S. Lippman | Executive |
| David M. Rubenstein | Executive |
| Robert G. Stuckey | Executive |
| N/A Tc Group Sub L.P. | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Washington, DC, 20004