Form D · Hedge Fund

BridgePort Real Estate Fund I, LP

San Diego, CA · CIK 0001957877

Offering snapshot reported Aug 31, 2023 · SEC filing

Reported sold
$1.65M
Indefinite offering
Investors reported
4
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Mar 8, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 4

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 31, 2023Amendment$1,647,000No comparison4SEC filing
Dec 12, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0
Form D file number
021-467129

Source: Form D, filed Aug 31, 2023. 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

BRIDGEPORT REAL ESTATE FUND I, LP

Investment adviser: BRIDGEPORT MANAGEMENT SERVICES, LLC

Gross asset value
$1.59M
Beneficial owners
5
ADV minimum commitment
$100K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BERKOWER LLC ISELIN, New Jersey, United States
Custodian AXOS BANK SAN DIEGO, California, 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

BERKOWER LLC
PCAOB 217

AXOS BANK
LEI 524995

Filing source

Form ADV 2080339 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8915146339

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
Christopher Nero Executive
David Stefanick Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
8910 University Center Ln Ste 400
San Diego, CA, 92122