Form D · Other Investment Fund

U. S. REAL ESTATE INCOME & GROWTH DIRECT, LP

New York, NY · CIK 0001458758

Offering snapshot reported May 15, 2025 · SEC filing

Reported sold
$497M
Indefinite offering
Investors reported
239
Form D · investor count
Minimum accepted
$10M
Reported outside-investor minimum
First sale
Dec 1, 2001
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$249M$497MFeb 22, 2010: $74,400,000.00Feb 22, 2010Feb 9, 2011: $166,220,000.00Feb 6, 2012: $326,845,000.00Feb 4, 2013: $344,095,000.00May 22, 2013: $371,345,000.00May 22, 2014: $440,970,000.00May 19, 2015: $447,020,000.00May 19, 2016: $449,395,000.00May 19, 2017: $466,430,000.00May 18, 2018: $490,550,000.00Mar 29, 2019: $493,404,000.00Mar 30, 2020: $493,404,000.00Mar 30, 2021: $493,404,000.00May 17, 2022: $497,404,000.00May 17, 2023: $497,404,000.00May 16, 2024: $497,404,000.00May 15, 2025: $497,404,000.00May 15, 2025

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 15, 2025Amendment$497,404,000$0vs May 16, 2024239SEC filing
May 16, 2024Amendment$497,404,000$0vs May 17, 2023239SEC filing
May 17, 2023Amendment$497,404,000$0vs May 17, 2022239SEC filing
May 17, 2022Amendment$497,404,000$4,000,000vs Mar 30, 2021239SEC filing
Mar 30, 2021Amendment$493,404,000No comparison239SEC filing
Mar 30, 2020Amendment$493,404,000No comparison239SEC filing
Mar 29, 2019Amendment$493,404,000No comparison239SEC filing
May 18, 2018Amendment$490,550,000No comparison237SEC filing
May 19, 2017Amendment$466,430,000No comparison219SEC filing
May 19, 2016Amendment$449,395,000No comparison202SEC filing
May 19, 2015Amendment$447,020,000No comparison199SEC filing
May 22, 2014Amendment$440,970,000No comparison195SEC filing
May 22, 2013Amendment$371,345,000No comparison181SEC filing
Feb 4, 2013Amendment$344,095,000No comparison174SEC filing
Feb 6, 2012Amendment$326,845,000No comparison168SEC filing
Feb 9, 2011Amendment$166,220,000$91,820,000vs Feb 22, 2010147SEC filing
Feb 22, 2010Amendment$74,400,000No comparison68SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
3C.7, 06b, 3C
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-128180

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
J.P. Morgan Institutional Investments Inc.102920
J.P. Morgan Securities LLC79

Source: Form D, filed May 15, 2025. 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

U.S. REAL ESTATE INCOME AND GROWTH DIRECT, LP

Investment adviser: J.P. MORGAN INVESTMENT MANAGEMENT INC.

Gross asset value
$257M
Beneficial owners
117
ADV minimum commitment
$10M

Reported in Form ADV on Aug 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CITCO FUND SERVICES JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Marketer J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. NEW YORK, New York, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
CRD 102920 · SEC 8-52182

Filing source

Form ADV 2126828 · Aug 26, 2026 · Schedule D 7.B.(1), fund 805-5509059902

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
Carmen Bowser Director
Nancy E. Brown Executive
Randy A. Daniels Director
Klayre L. Ingerton Executive
N/A Jp Morgan Investment Management Inc. Promoter
Kathleen M. Nelson Director
Christian P. Porwoll Executive
Sara C. Stratton Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
383 Madison Avenue
New York, NY, 10017