Form D · Hedge Fund

Bridge Seniors Housing & Medical Properties Fund LP

Salt Lake City, UT · CIK 0001588333

Offering snapshot reported Feb 22, 2017 · SEC filing

Reported sold
$578M
Offering amount: $578M
Investors reported
517
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jan 13, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$289M$578MOct 4, 2013Aug 17, 2015: $578,376,500.00Aug 17, 2015Feb 22, 2017: $578,376,500.00Feb 22, 2017

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

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 22, 2017Amendment$578,376,500$0vs Aug 17, 2015517SEC filing
Aug 17, 2015Amendment$578,376,500No comparison517SEC filing
Oct 4, 2013InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$12.1M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-204047
This Form D/A is filed by Issuer only to trigger a name change on EDGAR; Related Persons' names also updated. No other updates were made. The total offering amount at closing July 13, 2015.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Morgan Stanley Smith Barney LLC149777
EATON PARTNERS, LLC31170

Source: Form D, filed Feb 22, 2017. 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

BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES FUND LP

Investment adviser: BRIDGE MULTIFAMILY FUND MANAGER LLC

Gross asset value
$80.5M
Beneficial owners
423
ADV minimum commitment
$1M

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BRIDGE FUND FINANCIAL SERVICES LLC SANDY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor DELOITTE SALT LAKE CITY, Utah, United States
Custodian WELLS FARGO BANK N.A. NEW YORK, New York, United States Related to adviser: No
Marketer EATON PARTNERS, LLC ROWAYTON, Connecticut, United States Related to adviser: No
Marketer HEPTAGON CAPITAL LIMITED VALETTA, Malta Related to adviser: No
Marketer MORGAN STANLEY NEW YORK, New York, United States Related to adviser: No
Marketer PARK MADISON PARTNERS LLC NEW YORK, New York, United States Related to adviser: No
Marketer SPIRE PROPERTY PARTNERS PTY LTD SYDNEY, Australia Related to adviser: No
Marketer YELLOWSTONE PARTNERS SALT LAKE CITY, Utah, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE
PCAOB 34

EATON PARTNERS, LLC
CRD 31170 · SEC 8-46718

MORGAN STANLEY
CRD 149777 · SEC 801-70103

PARK MADISON PARTNERS LLC
CRD 140016 · SEC 8-67270

YELLOWSTONE PARTNERS
CRD 137236 · SEC 801-64771

Filing source

Form ADV 2116983 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-9064844037

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
John Samuel Pennington Director, Executive
Bridge Seniors Housing & Medical Properties Fund Gp Llc Promoter
N/A Roc Seniors Housing Fund Gp, Llc Promoter
Jonathan Slager Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5295 S. Commerce Drive Suite 100
Salt Lake City, UT, 84107