Form D · Other Investment Fund

LBC Real Estate Fund I, LP

Richmond, VA · CIK 0001523906

Offering snapshot reported Sep 29, 2011 · SEC filing

Reported sold
$10.2M
Offering amount: $20M
Investors reported
54
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jul 29, 2011
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.08M$10.2MJun 28, 2011Aug 1, 2011: $8,995,000.00Aug 1, 2011Sep 29, 2011: $10,152,500.00Sep 29, 2011

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$8,995,000 → $10,152,500
  • Reported investors46 → 54

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 29, 2011Amendment$10,152,500$1,157,500vs Aug 1, 201154SEC filing
Aug 1, 2011Amendment$8,995,000No comparison46SEC filing
Jun 28, 2011InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06, 3C, 3C.1, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-161946
partnership interests in LBC Real Estate Fund I, LP

Source: Form D, filed Sep 29, 2011. 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

LBC REAL ESTATE FUND I, L.P.

Investment adviser: LOWE, BROCKENBROUGH & COMPANY, INC.

Gross asset value
$5.04M
Beneficial owners
60
ADV minimum commitment
$100K

Reported in Form ADV on Apr 18, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator MEADOWS URQUHART ACREE AND COOK RICHMOND, Virginia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KEITER STEPHENS, HURST, GARY & SHREAVES, P.C. RICHMOND, Virginia, United States
Custodian UNION BANK RICHMOND, Virginia, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KEITER STEPHENS, HURST, GARY & SHREAVES, P.C.
PCAOB 80

Filing source

Form ADV 1311475 · Apr 18, 2019 · Schedule D 7.B.(1), fund 805-8250524339

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
Austin Brockenbrough, Iii Promoter
Austin Brockenbrough, Iv Executive, Promoter
Charles M. Caravati, Iii, Cfa Executive, Promoter
David A. Lyons, Cfa Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1802 Bayberry Court Suite 400
Richmond, VA, 23226