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 sold
Reported amount sold by Form D filing date$0$151M$302MOct 16, 2018: $47,950,000.00Oct 16, 2018Jul 11, 2019: $98,650,000.00Nov 7, 2019: $116,150,000.00Dec 3, 2019: $120,950,000.00Jan 23, 2020: $161,950,000.00Apr 10, 2020: $211,950,000.00May 8, 2020: $214,450,000.00Jun 3, 2020: $216,950,000.00Feb 22, 2021: $213,950,000.00May 23, 2022: $218,950,000.00Jul 14, 2022: $258,950,000.00Feb 23, 2023: $263,350,000.00Apr 10, 2023: $301,803,485.00Apr 10, 2023

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$263,350,000 → $301,803,485
  • Reported investors21 → 22

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 10, 2023Amendment$301,803,485$38,453,485vs Feb 23, 202322SEC filing
Feb 23, 2023Amendment$263,350,000$4,400,000vs Jul 14, 202221SEC filing
Jul 14, 2022Amendment$258,950,000$40,000,000vs May 23, 202221SEC filing
May 23, 2022Amendment$218,950,000$5,000,000vs Feb 22, 202120SEC filing
Feb 22, 2021Amendment$213,950,000-$3,000,000vs Jun 3, 202018SEC filing
Jun 3, 2020Amendment$216,950,000$2,500,000vs May 8, 202017SEC filing
May 8, 2020Amendment$214,450,000$2,500,000vs Apr 10, 202017SEC filing
Apr 10, 2020Amendment$211,950,000$50,000,000vs Jan 23, 202016SEC filing
Jan 23, 2020Amendment$161,950,000$41,000,000vs Dec 3, 201915SEC filing
Dec 3, 2019Amendment$120,950,000$4,800,000vs Nov 7, 201913SEC filing
Nov 7, 2019Amendment$116,150,000$17,500,000vs Jul 11, 201912SEC filing
Jul 11, 2019Amendment$98,650,000$50,700,000vs Oct 16, 201811SEC filing
Oct 16, 2018Initial$47,950,000No comparison8SEC 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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RecipientCRDAssociated broker-dealer
AON Securities LLC4138

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

Auditor ERNST & YOUNG LLP CLEVELAND, Ohio, United States
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.

People and organizations reported in Form D filings
NameReported 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:
950 Main Avenue Suite 1600
Cleveland, OH, 44113