Form D · Other Investment Fund

U.S. Real Estate Mezzanine Debt Fund LP

New York, NY · CIK 0001780340

Offering snapshot reported Jun 24, 2026 · SEC filing

Reported sold: $803M
Investors reported: 100
Minimum accepted: $0
First sale: Jun 14, 2019

Fundraising history

Reported sold

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$800,280,921 → $803,445,621
Reported investors95 → 100

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 24, 2026	Amendment	$803,445,621	$3,164,700vs Jun 25, 2025	100	SEC filing
Jun 25, 2025	Amendment	$800,280,921	$33,425,722vs Jun 28, 2023	95	SEC filing
Jun 26, 2024	Amendment	$784,303,296	$17,448,097vs Jun 28, 2023	94	SEC filing
Jun 28, 2023	Amendment	$766,855,199	$5,780,619vs Jun 28, 2022	93	SEC filing
Jun 28, 2022	Amendment	$761,074,580	$334,978,767vs Jul 1, 2020	86	SEC filing
Jun 29, 2021	Amendment	$490,234,635	$131,560,072vs Jul 1, 2019	74	SEC filing
Jul 1, 2020	Amendment	$426,095,813	$67,421,250vs Jul 1, 2019	65	SEC filing
Jul 1, 2019	Initial	$358,674,563	No comparison	19	SEC filing

Offering details

Securities: Equity, 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: 021-343199

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
J.P. Morgan Institutional Investments Inc.	102920
J.P. Morgan Securities LLC	79

Source: Form D, filed Jun 24, 2026. 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 MEZZANINE DEBT FUND LP

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

Gross asset value: $955M
Beneficial owners: 75
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 ALTER DOMUS FUND SERVICES (IRELAND) LIMITED CORK, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP NEWYORK, 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 805-6754242008

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
Name	Reported role
Alexis Block	Executive
Candace Chao	Executive
Lawrence Fuchs	Executive
Steven Greenspan	Executive
N/A J.P. Morgan Investment Management Inc.	Promoter
Michael Kelly	Executive
Brian Nottage	Executive
Christian Porwoll	Executive
Chad Tredway	Executive, Promoter
Whitney Wilcox	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O J.P. Morgan Asset Management 270 Park Ave.
New York, NY, 10017