Form D · Other Investment Fund
SWBC RE Fund, LP
San Antonio, TX · CIK 0001919767
Offering snapshot reported May 6, 2024 · SEC filing
- Reported sold
- $124M Offering amount: $200M
- Investors reported
- 18 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 28, 2022 As reported in this filing
Fundraising history
Reported soldDates 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 →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 6, 2024 | Amendment | $123,600,000 | $0vs May 3, 2023 | 18 | SEC filing |
| May 3, 2023 | Amendment | $123,600,000 | No comparison | 18 | SEC filing |
| May 3, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06c, 3C, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-444182
Source: Form D, filed May 6, 2024. 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.
| Name | Reported role |
|---|---|
| Josh Lynch | Director |
| Patrick Muras | Director |
| Scott Rykert | Director, Executive |
| N/A Swbc Investment Company | Executive |
| Swbc Investment Company | Executive |
| Swbc Re Fund Gp, Llc | Executive |
| N/A Swbc Re Fund Gp, Llc | Executive |
| John Tuohy | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:San Antonio, TX, 78216