Form D · Other Investment Fund

Mid-Atlantic Real Estate Investment Fund, LP

Aston, PA · CIK 0001575701

Offering snapshot reported May 2, 2014 · SEC filing

Reported sold
$20M
Indefinite offering
Investors reported
2
Form D · investor count
Minimum accepted
$3M
Reported outside-investor minimum
First sale
Jul 30, 2009
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$10M$20MMay 23, 2013: $20,000,000.00May 23, 2013May 2, 2014: $20,000,000.00May 2, 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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 2, 2014Amendment$20,000,000$0vs May 23, 20132SEC filing
May 23, 2013Initial$20,000,000No comparison2SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-196947

Source: Form D, filed May 2, 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

MID-ATLANTIC REAL ESTATE INVESTMENT FUND, LP

Investment adviser: MID ATLANTIC REAL ESTATE GROUP II, LLC

Gross asset value
$31M
Beneficial owners
2
ADV minimum commitment
$3M

Reported in Form ADV on Mar 10, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1508003 · Mar 10, 2021 · Schedule D 7.B.(1), fund 805-1993955752

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
Mid Atlantic Real Estate Group Ii, Llc Promoter
John M Lawlor Director
Jeffrey B Rotwitt Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
63 Concord Road
Aston, PA, 19014