Form D · Other Investment Fund

INVESTORS DIVERSIFIED REALTY FUND, L.P.

Cleveland, OH · CIK 0001503304

Offering snapshot reported Feb 13, 2012 · SEC filing

Reported sold
$51.3M
Indefinite offering
Investors reported
5
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Oct 1, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$25.7M$51.3MOct 13, 2010: $7,734,000.00Oct 13, 2010Jan 13, 2011: $27,969,000.00Jan 13, 2011Mar 2, 2011: $37,719,000.00Feb 13, 2012: $51,326,500.00Feb 13, 2012

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$37,719,000 → $51,326,500
  • Reported investors2 → 5

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 13, 2012Amendment$51,326,500$13,607,500vs Mar 2, 20115SEC filing
Mar 2, 2011Amendment$37,719,000$9,750,000vs Jan 13, 20112SEC filing
Jan 13, 2011Amendment$27,969,000$20,235,000vs Oct 13, 20101SEC filing
Oct 13, 2010Initial$7,734,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-148932

Source: Form D, filed Feb 13, 2012. 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

INVESTORS DIVERSIFIED REALTY FUND, LP

Investment adviser: INVESTORS DIVERSIFIED REALTY MANAGEMENT I LLC

Gross asset value
$22.8M
Beneficial owners
1
ADV minimum commitment
$250K

Reported in Form ADV on Mar 10, 2020. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C GLOBALOP WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

Filing source

Form ADV 1391752 · Mar 10, 2020 · Schedule D 7.B.(1), fund 805-5930078309

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
Gary A Zdolshek Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1111 Superior Avenue
Cleveland, OH, 44114