Form D · Private Equity Fund
WATERTON RESIDENTIAL PROPERTY VENTURE XV, L.P.
Chicago, IL · CIK 0001954471
Offering snapshot reported Dec 19, 2023 · SEC filing
- Reported sold
- $1.54B Offering amount: $2B
- Investors reported
- 18 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 20, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 18
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 19, 2023 | Amendment | $1,539,850,000 | No comparison | 18 | SEC filing |
| Dec 19, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-467941
The GP of the Issuer reserves the right to offer a greater or lesser amount of limited partner interests. The amount listed above is aggregated between the Issuer and its related parallel fund.
Such fees, if any, will only be paid upon the sale of interests to certain investors and such amounts will not be finalized until the completion of the offering.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| ACCORD CAPITAL PARTNERS LLC | 166498 |
Source: Form D, filed Dec 19, 2023. 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 |
|---|---|
| Erin H. Ankin | Executive, Promoter |
| Rick Hurd | Executive, Promoter |
| Philip Lukowski | Executive, Promoter |
| David R. Schwartz | Executive, Promoter |
| Michelle C. Wells | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
222 South Riverside Plaza, 20 Th Floor
Chicago, IL, 60606
Chicago, IL, 60606