Form D · Private Equity Fund
Upshot Real Estate Fund I, LP
Orlando, FL · CIK 0001690371
Offering snapshot reported Dec 9, 2016 · SEC filing
- Reported sold
- Yet to sell Offering amount: $25M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
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 |
|---|---|---|---|---|---|
| Dec 9, 2016 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Nov 18, 2016 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-274801
This excludes any internal marketing staff who may be paid compensation, but not commission, for their duties.
Source: Form D, filed Dec 9, 2016. 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 |
|---|---|
| Daniel E. Garcia | Executive |
| Elliott Jamison | Executive |
| Ryan Kingry | Executive |
| Raul Socarras | Executive |
| N/A Upshot Capital Advisors, Llc | Promoter |
| N/A Upshot Fund I Gp, Llc | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
255 S. Orange Ave., Ste. 720
Orlando, FL, 32801
Orlando, FL, 32801