Form D · Private Equity Fund
Upshot Real Estate Fund II, LP
Orlando, FL · CIK 0001745524
Offering snapshot reported Dec 14, 2021 · SEC filing
- Reported sold
- $29.1M Offering amount: $100M
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- May 19, 2020 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.
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 14, 2021 | Amendment | $29,075,000 | $0vs Sep 8, 2020 | 7 | SEC filing |
| Sep 8, 2020 | Amendment | $29,075,000 | No comparison | 7 | SEC filing |
| Sep 26, 2019 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jul 5, 2018 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.5, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-316083
The total offering amount is subject to an increase or decrease as determined by the Managing Member of the General Partner.
This excludes any internal marketing staff who may be paid compensation, but not commissions, for their duties.
Source: Form D, filed Dec 14, 2021. 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 |
|---|---|
| Raul Socarras | Executive |
| N/A Upshot Capital Advisors, Llc | Promoter |
| N/A Upshot Fund Ii Gp, Llc | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Orlando, FL, 32801