Form D · Other Investment Fund

Realty Associates Fund XII UTP, L.P.

Boston, MA · CIK 0001743279

Offering snapshot reported Apr 3, 2020 · SEC filing

Reported sold
$651M
Indefinite offering
Investors reported
30
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 29, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$325M$651MJun 15, 2018Jun 13, 2019: $230,500,000.00Jun 13, 2019Apr 3, 2020: $650,580,000.00Apr 3, 2020

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$230,500,000 → $650,580,000
  • Reported investors17 → 30

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 3, 2020Amendment$650,580,000$420,080,000vs Jun 13, 201930SEC filing
Jun 13, 2019Amendment$230,500,000No comparison17SEC filing
Jun 15, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$627K (estimated)
Finders' fees
$0
Form D file number
021-314750
The placement agent receives a fee equal to a percentage of the applicable capital commitment.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Mitsubishi Jisho Investment Advisors, Inc.None

Source: Form D, filed Apr 3, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
General Partner Realty Associates Fund Xii, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
28 State Street Floor 10
Boston, MA, 02109