Form D · Other Investment Fund
L&B Core Income Partners, L.P.
Dallas, TX · CIK 0001511153
Offering snapshot reported Dec 15, 2022 · SEC filing
- Reported sold
- $490M Indefinite offering
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 21, 2011 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 15, 2022 | Amendment | $489,660,046 | $0vs Dec 15, 2021 | 7 | SEC filing |
| Dec 15, 2021 | Amendment | $489,660,046 | $0vs Dec 17, 2020 | 7 | SEC filing |
| Dec 17, 2020 | Amendment | $489,660,046 | $398,076vs Dec 17, 2019 | 9 | SEC filing |
| Dec 17, 2019 | Amendment | $489,261,970 | $22,117,318vs Dec 19, 2017 | 9 | SEC filing |
| Dec 19, 2018 | Amendment | $482,916,801 | $15,772,149vs Dec 19, 2017 | 8 | SEC filing |
| Dec 19, 2017 | Amendment | $467,144,652 | $15,189,159vs Dec 19, 2016 | 8 | SEC filing |
| Dec 19, 2016 | Amendment | $451,955,493 | $56,955,493vs Dec 18, 2015 | 8 | SEC filing |
| Dec 18, 2015 | Amendment | $395,000,000 | $0vs Dec 18, 2014 | 8 | SEC filing |
| Dec 18, 2014 | Amendment | $395,000,000 | $40,000,000vs Dec 19, 2013 | 8 | SEC filing |
| Dec 19, 2013 | Amendment | $355,000,000 | $0vs Dec 21, 2012 | 7 | SEC filing |
| Dec 21, 2012 | Amendment | $355,000,000 | $0vs Jul 12, 2012 | 7 | SEC filing |
| Jul 12, 2012 | Amendment | $355,000,000 | $0vs Jul 20, 2011 | 7 | SEC filing |
| Jul 20, 2011 | Amendment | $355,000,000 | $25,000,000vs Apr 27, 2011 | 7 | SEC filing |
| Apr 27, 2011 | Initial | $330,000,000 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-158933
The Issuer will not accept more than $750,000,000 in aggregate capital commitments from investors at any one time.
Source: Form D, filed Dec 15, 2022. 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
L&B CORE INCOME PARTNERS, L.P.
Investment adviser: L & B REALTY ADVISORS, LLP
- Gross asset value
- $256M
- Beneficial owners
- 7
- ADV minimum commitment
- $5M
Reported in Form ADV on Mar 30, 2012. 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
- No
Filing source
Form ADV 620993 · Mar 30, 2012 · Schedule D 7.B.(1), fund 805-6681073675
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 L&B Core Income Partners Gp, L.P. | Director |
| N/A L&B Realty Advisors, Llp | Director |
| Daniel L. Plumlee | Executive |
| G. Andrews Smith | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Dallas, TX, 75206