Form D · Other Investment Fund

Stella Capital Real Estate Opportunity Fund, LP

San Francisco, CA · CIK 0001490620

Offering snapshot reported Aug 16, 2016 · SEC filing

Reported sold
$3.53M
Offering amount: $200M
Investors reported
4
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jan 1, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.77M$3.53MMay 10, 2010: $1,313,400.00May 10, 2010Aug 16, 2016: $3,532,498.00Aug 16, 2016

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$1,313,400 → $3,532,498

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 16, 2016Amendment$3,532,498$2,219,098vs May 10, 20104SEC filing
May 10, 2010Initial$1,313,400No comparison4SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
3C, 3C.1, 3C.5, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-141713
Total offering amount reflects total for Issuer and parallel entities. Total amount sold reflects total sold by Issuer. Total remaining reflects total amounts being offered by both the Issuer and parallel entities that have not been sold by the Issuer.

Source: Form D, filed Aug 16, 2016. 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

STELLA CAPITAL REAL ESTATE OPPORTUNITY FUND, LP

Investment adviser: STELLA CAPITAL, LLC

Gross asset value
$6.25M
Beneficial owners
6
ADV minimum commitment
$100K

Reported in Form ADV on Jun 25, 2012. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor GARY T. AMATO, CPA, P.C. HAUPPAUGE, New York, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 655348 · Jun 25, 2012 · Schedule D 7.B.(1), fund 805-9862013671

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
Seth Chandler Director, Executive
John Marshall Director, Executive
David Smolenski Director, Executive
Mark Stevens Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
386 Moraga Avenue
San Francisco, CA, 94129