Form D · Other Investment Fund
Waterton Residential Property Venture XIII, L.P.
Chicago, IL · CIK 0001705176
Offering snapshot reported May 2, 2017 · SEC filing
- Reported sold
- $234M Offering amount: $750M
- Investors reported
- 14 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 21, 2017 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 2, 2017 | Initial | $234,375,000 | No comparison | 14 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-285890
Source: Form D, filed May 2, 2017. 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
WATERTON RESIDENTIAL PROPERTY VENTURE XIII, L.P.
Investment adviser: WATERTON INVESTMENT ADVISER, L.L.C.
- Gross asset value
- $599M
- Beneficial owners
- 23
- ADV minimum commitment
- $597K
Reported in Form ADV on Jun 3, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27
Filing source
Form ADV 2110867 · Jun 3, 2026 · Schedule D 7.B.(1), fund 805-3987549492
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.
| Name | Reported role |
|---|---|
| Erin Ankin | Executive |
| Douglas Denyer | Executive |
| Rick Hurd | Executive |
| Philip Lukowski | Executive |
| David Schwartz | Executive |
| N/A Waterton Associates L.L.C. | Promoter |
| N/A Waterton Venture Xiii Gp, L.L.C. | Promoter |
| Michelle Wells | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Chicago, IL, 60606