Form D · Commercial

Virtus Real Estate Capital Institutional, LP

Austin, TX · CIK 0001549895

Offering snapshot reported May 15, 2012 · SEC filing

Reported sold
Yet to sell
Offering amount: $500M
Investors reported
0
Form D · investor count
Minimum accepted
$50K
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

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 15, 2012InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$40M
Finders' fees
$0
Form D file number
021-178231
With ability to increase to $700,000,000.00
LP Interests

Source: Form D, filed May 15, 2012. 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

VIRTUS REAL ESTATE CAPITAL INSTITUTIONAL, LP

Investment adviser: VIRTUS REAL ESTATE LLC

Gross asset value
$1.09M
Beneficial owners
4
ADV minimum commitment
$10M

Reported in Form ADV on Mar 29, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian BANK OF AMERICA AUSTIN, Texas, United States Related to adviser: No
Marketer AXIOM CAPITAL MANAGEMENT, INC. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

RSM US LLP
PCAOB 49

BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27

AXIOM CAPITAL MANAGEMENT, INC.
CRD 26580 · SEC 8-42638

Filing source

Form ADV 1858413 · Mar 29, 2024 · Schedule D 7.B.(1), fund 805-9196766961

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
Terrell Gates Executive
Gp, Llc Virtus Real Estate Capital Management Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
7004 Bee Cave Road Building 3, Suite 300
Austin, TX, 78746