Form D · Private Equity Fund
JCR Strategic Real Estate Finance Fund I, LP
Denver, CO · CIK 0001769589
Offering snapshot reported Mar 12, 2019 · SEC filing
- Reported sold
- $10M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $2M Reported outside-investor minimum
- First sale
- Mar 5, 2018 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 12, 2019 | Initial | $10,000,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-334637
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Perth Advisors LLC | 152080 | Michael Patrick Campbell · CRD 2978456 |
Source: Form D, filed Mar 12, 2019. 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
JCR STRATEGIC REAL ESTATE FINANCE FUND I, L.P.
Investment adviser: WALKER & DUNLOP INVESTMENT PARTNERS, INC.
- Gross asset value
- $9.95M
- Beneficial owners
- 2
- ADV minimum commitment
- $10M
Reported in Form ADV on Aug 20, 2021. 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
- No
- External marketing
- Yes
RSM
PCAOB 49
Filing source
Form ADV 1557831 · Aug 20, 2021 · Schedule D 7.B.(1), fund 805-8116258228
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 |
|---|---|
| N/A Jcr Capital Investment Company, Llc | Executive |
| N/A Jcr Capital Investment Corporation | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Denver, CO, 80202