Form D · Commercial

Lubert-Adler Independence Portfolio Investors, L.P.

Philadelphia, PA · CIK 0002029763

Offering snapshot reported Jul 20, 2026 · SEC filing

Reported sold
$20M
Offering amount: $100M
Investors reported
4
Form D · investor count
Minimum accepted
$117K
Reported outside-investor minimum
First sale
Jun 28, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.99M$20MJul 10, 2024: $5,000,000.00Jul 10, 2024Jul 16, 2025: $6,000,000.00Jul 16, 2025Jul 20, 2026: $19,976,112.00Jul 20, 2026

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$6,000,000 → $19,976,112
  • Reported investors1 → 4
  • Minimum accepted$5,000,000 → $116,507

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 20, 2026Amendment$19,976,112$13,976,112vs Jul 16, 20254SEC filing
Jul 20, 2026Initial$3,875,000No comparison8SEC filing
Jul 16, 2025Amendment$6,000,000$1,000,000vs Jul 10, 20241SEC filing
Jul 10, 2024Initial$5,000,000No comparison1SEC filing

Offering details

Securities
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
021-518184
The offering has been terminated.
There are no sales commissions or finders' fees expenses that are paid by the Issuer.

Source: Form D, filed Jul 20, 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

LUBERT-ADLER INDEPENDENCE PORTFOLIO INVESTORS, L.P.

Investment adviser: LUBERT-ADLER MANAGEMENT COMPANY, L.P.

Gross asset value
$24.2M
Beneficial owners
2
ADV minimum commitment
$5M

Reported in Form ADV on Jul 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator EA RESIG, LLC NEW YORK CITY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COHNREZNICK LLP ATLANTA, Georgia, United States
Custodian J.P. MORGAN CHASE BANK NEW YORK CITY, New York, 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

COHNREZNICK LLP
PCAOB 596

Filing source

Form ADV 2118269 · Jul 13, 2026 · Schedule D 7.B.(1), fund 805-2717398964

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
Dean S. Adler Executive
Ed Adler Executive
Dory Black Executive
J.B. Blue Executive
Ryan Burke Executive
R. Eric Emrich Executive
Ryan Forry Executive
Florina Klingbaum Executive
Mark S. Kripke Executive
Ira M. Lubert Executive
Portfolio, L.P. Lubert Adler Group Independence Executive
Portfolio Gp, Llc Lubert Adler Group Independence Executive
Gerald A. Ronon Executive
David Silvera Executive
Michael Trachtenberg Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
1325 N. Beach Street Suite 202
Philadelphia, PA, 19125