Form D · Other Investment Fund
Townsend Real Estate Fund-E, L.P.
Cleveland, OH · CIK 0001756110
Offering snapshot reported Apr 10, 2023 · SEC filing
- Reported sold
- $302M Indefinite offering
- Investors reported
- 22 Form D · investor count
- Minimum accepted
- $10M Reported outside-investor minimum
- First sale
- Oct 1, 2018 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.
- Reported sold$263,350,000 → $301,803,485
- Reported investors21 → 22
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 10, 2023 | Amendment | $301,803,485 | $38,453,485vs Feb 23, 2023 | 22 | SEC filing |
| Feb 23, 2023 | Amendment | $263,350,000 | $4,400,000vs Jul 14, 2022 | 21 | SEC filing |
| Jul 14, 2022 | Amendment | $258,950,000 | $40,000,000vs May 23, 2022 | 21 | SEC filing |
| May 23, 2022 | Amendment | $218,950,000 | $5,000,000vs Feb 22, 2021 | 20 | SEC filing |
| Feb 22, 2021 | Amendment | $213,950,000 | -$3,000,000vs Jun 3, 2020 | 18 | SEC filing |
| Jun 3, 2020 | Amendment | $216,950,000 | $2,500,000vs May 8, 2020 | 17 | SEC filing |
| May 8, 2020 | Amendment | $214,450,000 | $2,500,000vs Apr 10, 2020 | 17 | SEC filing |
| Apr 10, 2020 | Amendment | $211,950,000 | $50,000,000vs Jan 23, 2020 | 16 | SEC filing |
| Jan 23, 2020 | Amendment | $161,950,000 | $41,000,000vs Dec 3, 2019 | 15 | SEC filing |
| Dec 3, 2019 | Amendment | $120,950,000 | $4,800,000vs Nov 7, 2019 | 13 | SEC filing |
| Nov 7, 2019 | Amendment | $116,150,000 | $17,500,000vs Jul 11, 2019 | 12 | SEC filing |
| Jul 11, 2019 | Amendment | $98,650,000 | $50,700,000vs Oct 16, 2018 | 11 | SEC filing |
| Oct 16, 2018 | Initial | $47,950,000 | No comparison | 8 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.1, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $198K (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-323674
Item 11: In its sole discretion, the General Partner may accept lower commitments than the minimum.
limited partnership interests
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| AON Securities LLC | 4138 |
Source: Form D, filed Apr 10, 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
TOWNSEND REAL ESTATE FUND - E, L.P.
Investment adviser: TOWNSEND HOLDINGS LLC
- Gross asset value
- $70.7M
- Beneficial owners
- 12
- ADV minimum commitment
- $5M
Reported in Form ADV on Mar 30, 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
- No
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Filing source
Form ADV 2062941 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-7649208083
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 |
|---|---|
| Terrance R. Ahern | Executive |
| Anthony D. Frammartino | Executive |
| Jay E. Long | Executive |
| Joseph P. Olszak | Executive |
| Tony Pietro | Executive |
| Matt Racketa | Executive |
| [Entity] Townsend Ref Gp, Llc | Executive |
| [Related Person Is An Entity] Townsend Ref Gp, Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Cleveland, OH, 44113