Form D · Commercial
SHORENSTEIN REALTY INVESTORS FOURTEEN-A, L.P.
San Francisco, CA · CIK 0001920195
Offering snapshot reported Apr 13, 2023 · SEC filing
- Reported sold
- $738M Offering amount: $1B
- Investors reported
- 13 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 14, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 13
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 13, 2023 | Amendment | $738,444,444 | No comparison | 13 | SEC filing |
| Apr 13, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.5, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-441705
Amounts listed are aggregated between Issuer and its related parallel funds. The Total Amount Sold includes the commitment of the general partner of the Issuer. The limited partner amount sold by the Issuer is $232,000,000.
Placement agent fees to be paid based upon a fee schedule. The final fees will not be paid until after the final close.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| HODES WEILL SECURITIES, LLC | 131848 | |
| PICTON S.A. | None | |
| FINEX HONG KONG LIMITED | None |
Source: Form D, filed Apr 13, 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
SHORENSTEIN REALTY INVESTORS FOURTEEN-A, L.P.
Investment adviser: SHORENSTEIN INVESTMENT ADVISERS LLC
- Gross asset value
- $247M
- Beneficial owners
- 14
- ADV minimum commitment
- $10M
Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Filing source
Form ADV 2078743 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-4616041588
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.
| Name | Reported role |
|---|---|
| Charles Malet | Executive |
| Mark E. Portner | Executive |
| Brandon J. Shorenstein | Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:San Francisco, CA, 94104