Form D · Private Equity Fund
Investment Solutions Real Estate 2023 Access Fund LP
West Conshohocken, PA · CIK 0002009157
Offering snapshot reported Mar 13, 2026 · SEC filing
- Reported sold
- $49.9M Indefinite offering
- Investors reported
- 103 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Apr 10, 2024 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$14,150,000 → $49,880,000
- Reported investors36 → 103
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 13, 2026 | Amendment | $49,880,000 | $35,730,000vs Mar 19, 2025 | 103 | SEC filing |
| Mar 19, 2025 | Amendment | $14,150,000 | No comparison | 36 | SEC filing |
| Mar 20, 2024 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jan 26, 2024 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-503542
Limited Partnership Interests
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| None | None |
Source: Form D, filed Mar 13, 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
INVESTMENT SOLUTIONS REAL ESTATE 2023 ACCESS FUND LP
Investment adviser: PPB ADVISORS, LLC
- Gross asset value
- $49.9M
- Beneficial owners
- 103
- ADV minimum commitment
- $100K
Reported in Form ADV on Mar 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE
PCAOB 34
Filing source
Form ADV 2054472 · Mar 23, 2026 · Schedule D 7.B.(1), fund 805-3103627241
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.
| Name | Reported role |
|---|---|
| Brendan W Lake | Executive |
| N/A Ppb Advisors, Llc | Executive, Promoter |
| N/A Ppb Isre 2023 Mgt Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:West Conshohocken, PA, 19428