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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) |
| Fees | |
| Minimum | |
| Phone | 617-603-1000 |
| Address | 200 Summit Drive Burlington, MA 01803 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Alcion 135 Morrissey Co-Investment LP | [2020-03-30] | 31.2 M | 33.6 M |
| Filed 2019-04-02 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Alcion 60 East 12th Co-Investment LP | [2020-03-30] | 10.0 M | 1.2 M |
| Filed 2019-08-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Alcion Real Estate Partners Canadian Strategic Parallel Fund IV LP | 2019-03-29 | 0.0 M | |
| RE | Alcion Real Estate Partners Fund IV LP | [2019-03-29] | 68.0 M | 25.9 M |
| Offered $350,000,000 · Filed 2020-11-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining $282,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Alcion Real Estate Partners Strategic Parallel Fund IV LP | [2019-03-29] | 50.0 M | 19.1 M |
| Offered $350,000,000 · Filed 2020-11-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining $300,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Alcion Real Estate Partners Canadian Strategic Parallel Fund III LP | 2014-03-31 | 0.2 M | |
| RE | Alcion Real Estate Partners Fund III-A Limited Partnership | [2014-03-31] | 242.5 M | 48.7 M |
| Offered $537,200,000 · Filed 2015-12-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining $294,700,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Alcion Real Estate Partners Fund III-B Limited Partnership | [2014-03-31] | 199.7 M | 40.1 M |
| Offered $537,200,000 · Filed 2015-12-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $333,333 · Remaining $337,500,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Alcion Real Estate Partners Strategic Parallel Fund III LP | [2014-03-31] | 76.0 M | 18.8 M |
| Offered $537,200,000 · Filed 2015-12-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $16,000,000 · Remaining $461,200,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Alcion Real Estate Partners Canadian Strategic Parallel Fund II LP | 2012-02-13 | 0.3 M | |
| RE | Alcion Real Estate Partners II LP | [2012-02-13] | 7.9 M | |
| RE | Alcion Real Estate Partners LP | 2012-02-13 | 14.9 M | |
| RE | Alcion Real Estate Partners Parallel Fund II-Q LP | [2012-02-13] | 10.0 M | 0.7 M |
| Offered $10,000,000 · Filed 2011-04-12 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $10,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Alcion Real Estate Partners Parallel Fund LP | 2012-02-13 | ||
| RE | Alcion Real Estate Partners Strategic Parallel Fund II LP | [2012-02-13] | 30.0 M | 1.4 M |
| Offered $30,000,000 · Filed 2010-12-28 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $30,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Alcion Real Estate Partners Taxable Parallel Fund II LP | [2012-02-13] | 410.2 M | 3.0 M |
| Offered $500,000,000 · Filed 2011-04-12 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining $89,750,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Alcion Real Estate Partners Tax-Exempt Parallel Fund II LP | [2012-02-13] | 495.2 M | 14.0 M |
| Offered $495,250,000 · Filed 2011-07-07 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $5,000,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | Executive Officer | 19 | 2 | |
| Martin Zieff | Executive Officer | 11 | 2 | |
| Eugene Delfavero | Executive Officer | 11 | 2 | |
| David Ferrero | Executive Officer | 8 | 2 | |
| Parallel II LP Alcion Capital | Executive Officer | 2 | 1 | |
| III LLC Alcion Capital GP | Executive Officer | 2 | 1 | |
| III LP Alcion Capital | Executive Officer | 2 | 1 | |
| Alcion 135 Morrissy Holdings GP LLC | Promoter | 1 | 1 | |
| Alcion Capital II | Executive Officer | 1 | 1 | |
| III LLC Alcion Capital Strategic | Executive Officer | 1 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Serves | Institutional |
| Fund Types | Real Estate |
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