Form D · Other Investment Fund

Linville Affordable Housing LP

Charlotte, NC · CIK 0002105673

Offering snapshot reported Mar 30, 2026 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

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 30, 2026	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-578295

A flat advisory fee shall be payable to recipient pursuant to an engagement letter by and between recipient and an affiliate of the General Partner.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
CBRE Capital Advisors, Inc.	140565

Source: Form D, filed Mar 30, 2026. 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

LINVILLE AFFORDABLE HOUSING LP

Investment adviser: LINVILLE CAPITAL LLC

Gross asset value: $89.7M
Beneficial owners: 48
ADV minimum commitment: $1M

Reported in Form ADV on May 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator JUNIPER SQUARE, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BERNARD ROBINSON & COMPANY LLP GREENSBORO, North Carolina, United States

Custodian FIRST CITIZENS BANK CHARLOTTE, North Carolina, United States Related to adviser: No

Marketer CBRE CAPITAL ADVISORS, INC. DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

FIRST CITIZENS BANK
LEI 549300ZX7CMZ93QCZQ91

CBRE CAPITAL ADVISORS, INC.
CRD 140565 · SEC 8-67319

Filing source

Form ADV 2107444 · May 29, 2026 · Schedule D 7.B.(1), fund 805-6952492345

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
Name	Reported role
Hollis M. Fitch	Director
Charles F. Irick, Jr.	Director
. Linville Affordable Housing Gp Llc	Director
Ira M. Slomka	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2820 Selwyn Avenue, Suite 420
Charlotte, NC, 28209