Form D · Private Equity Fund

Westbrook Real Estate Fund IX, L.P.

Palm Beach Gardens, FL · CIK 0001535149

Offering snapshot reported Nov 5, 2012 · SEC filing

Reported sold: $1.59B
Investors reported: 78
Minimum accepted: $625K
First sale: Oct 28, 2011

Fundraising history

Reported sold

Dates 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.

Reported sold$1,429,250,000 → $1,588,750,000
Reported investors71 → 78

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 5, 2012	Amendment	$1,588,750,000	$159,500,000vs Oct 5, 2012	78	SEC filing
Oct 5, 2012	Amendment	$1,429,250,000	$1,249,250,000vs Nov 18, 2011	71	SEC filing
Apr 27, 2012	Amendment	$1,234,500,000	$1,054,500,000vs Nov 18, 2011	47	SEC filing
Nov 18, 2011	Initial	$180,000,000	No comparison	3	SEC filing

Offering details

Securities: Pooled investment fund, Other
Exemptions: 06
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $4.37M (estimated)
Form D file number: 021-168949

Limited partnership interests in the Issuer

The Finder's Fees are payable in annual installments over three years subject to certain contigencies.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Probitas Funds Group, LLC	115876

Source: Form D, filed Nov 5, 2012. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Westbrook Real Estate Fund IX, L.P. (this fund)	Nov 5, 2012	$1,588,750,000	78
Westbrook Real Estate Fund X, L.P.	Feb 19, 2016	$2,850,000,000	103
Westbrook Real Estate Fund XI, L.P.	Mar 9, 2020	$2,506,000,000	60
Westbrook Real Estate Fund XII, L.P.	Jun 20, 2024	$646,000,000	13

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
Name	Reported role
N/A Infinity Funding Holdings, L.L.C.	Executive
Paul D. Kazilionis	Executive
N/A The Westbrook Group, L.L.C.	Executive
N/A Westbrook Realty Management Ix, L.P.	Executive
N/A Wrm Ix Gp, L.L.C.	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

3300 Pga Boulevard Suite 820
Palm Beach Gardens, FL, 33410