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| Alcion Ventures Limited Partnership
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|
|
|---|---|
| CRD # | 160505 |
| SEC # | 801-73541 |
| CIK # | |
| AUM | $153.8 M (2026-03-26) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 617-603-1000 |
| Address | 200 Summit Drive Burlington, MA 01803 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Alcion 135 Morrissey Co-Investment LP | [2020-03-30] | 31.2 | 33.6 |
| RE | Alcion 60 East 12th Co-Investment LP | [2020-03-30] | 10.0 | 1.2 |
| RE | Alcion Real Estate Partners Canadian Strategic Parallel Fund IV LP | 2019-03-29 | 0.0 | |
| RE | Alcion Real Estate Partners Fund IV LP | [2019-03-29] | 68.0 | 25.9 |
| RE | Alcion Real Estate Partners Strategic Parallel Fund IV LP | [2019-03-29] | 50.0 | 19.1 |
| RE | Alcion Real Estate Partners Canadian Strategic Parallel Fund III LP | 2014-03-31 | 0.2 | |
| RE | Alcion Real Estate Partners Fund III-A Limited Partnership | [2014-03-31] | 242.5 | 48.7 |
| RE | Alcion Real Estate Partners Fund III-B Limited Partnership | [2014-03-31] | 199.7 | 40.1 |
| RE | Alcion Real Estate Partners Strategic Parallel Fund III LP | [2014-03-31] | 76.0 | 18.8 |
| RE | Alcion Real Estate Partners Canadian Strategic Parallel Fund II LP | 2012-02-13 | 0.3 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 153.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 153.8 |
| By Discretionary | ||
| Discretionary | 5 | 152.6 |
| Non-Discretionary | 1 | 1.2 |
| Total | 6 | 153.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.8 | |
| Total | 6 | 153.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Mark Potter | 19 | 2 | ||
| Eugene Delfavero | 11 | 2 | ||
| Martin Zieff | 11 | 2 | ||
| David Ferrero | 8 | 2 | ||
| Parallel II LP Alcion Capital | 2 | 1 | ||
| III LLC Alcion Capital GP | 2 | 1 | ||
| III LP Alcion Capital | 2 | 1 | ||
| IV LLC Alcion Capital Strategic | 1 | 1 | ||
| Alcion Capital II | 1 | 1 | ||
| II LP Alcion Capital Parallel | 1 | 1 | ||
| View All | ||||
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|---|---|---|
|
Ddelta Real Estate Investments Inc
✚
|
TX | 0.2 |
|
Participant Capital Advisors LLC
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FL | 0.2 |
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Anchor Health Capital LLC
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TN | 0.2 |
|
Thistle Creek Capital LLC
✚
|
UT | 0.2 |
|
Blue Moon Capital Management LLC
✚
|
MA | 0.2 |
|
Graystreet Capital Management LLC
✚
|
TX | 0.2 |
|
Phoenix Capital Realty Advisors LLC
✚
|
TX | 0.2 |
|
Lynx Capital LLC
✚
|
GA | 0.2 |
|
Tricon Capital GP Inc
✚
|
0.2 | |
|
MLG Fund Manager LLC
✚
|
WI | 0.1 |