Form D · Other Investment Fund
WHI Real Estate Partners III-TE, L.P.
Chicago, IL · CIK 0001596825
Offering snapshot reported Jan 13, 2015 · SEC filing
- Reported sold
- $21M Offering amount: $250M
- Investors reported
- 10 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 14, 2014 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 10
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 13, 2015 | Amendment | $20,951,000 | No comparison | 10 | SEC filing |
| Jan 14, 2014 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-210071
The offering is being raised in conjunction with affiliated issuers. The General Partner reserves the right to offer a greater or lesser amount of limited partner interests.
Source: Form D, filed Jan 13, 2015. 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
WHI REAL ESTATE PARTNERS III-TE, L.P.
Investment adviser: WHI REAL ESTATE PARTNERS L.P.
- Gross asset value
- $24.1M
- Beneficial owners
- 13
- ADV minimum commitment
- $5M
Reported in Form ADV on Mar 31, 2023. 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
- Yes
- External marketing
- No
RSM US LLP
PCAOB 49
CIBC BANK USA
LEI FDXQ75GPEQKRPWABYN63
Filing source
Form ADV 1740455 · Mar 31, 2023 · Schedule D 7.B.(1), fund 805-4627038404
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 |
|---|---|
| Brad W. Beelaert | Executive, Promoter |
| Andrew L. Hananel | Executive, Promoter |
| Bradley Hannah | Executive, Promoter |
| Jonathan Y. Lulu | Executive, Promoter |
| James A. Orth | Executive, Promoter |
| David Rosenbaum | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Chicago, IL, 60606