Form D · Private Equity Fund

MERION MULTIFAMILY FUND, L.P.

Wynnewood, PA · CIK 0001560223

Offering snapshot reported Feb 12, 2014 · SEC filing

Reported sold
$19.8M
Offering amount: $50M
Investors reported
15
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Mar 1, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.89M$19.8MOct 15, 2012Mar 13, 2013: $15,250,000.00Mar 13, 2013Feb 12, 2014: $19,775,000.00Feb 12, 2014

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$15,250,000 → $19,775,000
  • Reported investors9 → 15
  • Minimum accepted$2,500,000 → $250,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 12, 2014Amendment$19,775,000$4,525,000vs Mar 13, 201315SEC filing
Mar 13, 2013Amendment$15,250,000No comparison9SEC filing
Oct 15, 2012InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund, Other
Exemptions
3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$1M (estimated)
Finders' fees
$0
Form D file number
021-185565
Units of Limited Partnership Interest
Sales commissions are an amount equal to 2% of the total amount sold in the offering.

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
CMS Investment Resources, LLC10102CMS Investment Resources, LLC · CRD 10102

Source: Form D, filed Feb 12, 2014. 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

MERION MULTIFAMILY FUND, L.P.

Investment adviser: MERION REALTY ADVISERS, LLC

Gross asset value
$30M
Beneficial owners
9
ADV minimum commitment
$1M

Reported in Form ADV on Jun 2, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS PHILADELPHIA, Pennsylvania, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor CARR, RIGGS & INGRAM LLC ATLANTA, Georgia, United States
Custodian PRINCIPAL BANK MINNEAPOLIS, Minnesota, United States Related to adviser: No
Marketer CMS INVESTMENT RESOURCES, INC. WYNNEWOOD, Pennsylvania, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

CARR, RIGGS & INGRAM LLC
PCAOB 213

CMS INVESTMENT RESOURCES, INC.
CRD 10102 · SEC 801-17835

Filing source

Form ADV 2110524 · Jun 2, 2026 · Schedule D 7.B.(1), fund 805-8774146946

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
Richard T. Aljian Director
William A. Landman Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
308 E. Lancaster Avenue Suite 300
Wynnewood, PA, 19096