Form D · Other Investment Fund

U.S. Real Estate Income & Growth (Lux) SCSp

Luxembourg, N4 · CIK 0001854246

Offering snapshot reported May 22, 2025 · SEC filing

Reported sold
$58M
Indefinite offering
Investors reported
4
Form D · investor count
Minimum accepted
$10M
Reported outside-investor minimum
First sale
Jun 30, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$29M$58MMay 28, 2021May 26, 2022: $57,993,406.00May 26, 2022May 25, 2023: $57,993,406.00May 25, 2023May 23, 2024: $57,993,406.00May 23, 2024May 22, 2025: $57,993,406.00May 22, 2025

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 22, 2025Amendment$57,993,406$0vs May 23, 20244SEC filing
May 23, 2024Amendment$57,993,406$0vs May 25, 20234SEC filing
May 25, 2023Amendment$57,993,406$0vs May 26, 20224SEC filing
May 26, 2022Amendment$57,993,406No comparison4SEC filing
May 28, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
3C.7, 06b, 3C
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-401015

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
J.P. Morgan Institutional Investments Inc.102920
J.P. Morgan Securities LLC79
JP Morgan Asset Management (Europe) S.a r.l.304190

Source: Form D, filed May 22, 2025. 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

U.S. REAL ESTATE INCOME AND GROWTH (LUX) SCSP

Investment adviser: J.P. MORGAN INVESTMENT MANAGEMENT INC.

Gross asset value
$32.7M
Beneficial owners
4
ADV minimum commitment
$10M

Reported in Form ADV on Aug 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CITCO FUND SERVICES JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Marketer J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. NEW YORK, New York, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
CRD 102920 · SEC 8-52182

Filing source

Form ADV 2126828 · Aug 26, 2026 · Schedule D 7.B.(1), fund 805-1744688493

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
Randy Daniels Director
Darren Gorman Director
N/A J. P. Morgan Investment Management Inc. Promoter
N/A J.P. Morgan Investment Management Inc. Promoter
Nicholas Parkes Director
David Redmond Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
19 Rue De Bitbourg
Luxembourg, N4, L-1273