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| Belveron Real Estate Partners LLC
✚
|
|
|---|---|
| CRD # | 282072 |
| SEC # | 801-107301 |
| CIK # | |
| AUM | $1.2 BB (2023-03-30) |
| Employees | 20 (100% Investors, 0% Brokers) |
| Phone | 415-273-6800 |
| Address | 220 Montgomery Street San Francisco, CA 94104 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Amherst Street Holdings REIT LLC | [2023-03-30] | 0.1 | 1.7 |
| RE | Belveron Partners Fund VI Aggregator LLC | 2023-03-30 | 0.0 | |
| RE | Belveron Partners Fund VI TX REIT LLC | [2023-03-30] | 0.1 | 0.0 |
| RE | BPRE RC Promote LLC | 2023-03-30 | 303.8 | |
| RE | Evergreen Holdings REIT LLC | [2023-03-30] | 0.1 | 2.6 |
| RE | Belveron Recap LLC | 2022-03-31 | 22.9 | |
| RE | Belveron Conifer LLC | 2021-03-31 | 0.0 | |
| RE | Belveron Conifer VI LLC | 2021-03-31 | 0.0 | |
| RE | Belveron Fund VI REIT LLC | [2021-03-31] | 0.1 | 0.0 |
| RE | Belveron Fund VI REIT Property Owner LLC | 2021-03-31 | 0.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 39 | 1,245.3 |
| (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 | 39 | 1,245.3 |
| By Discretionary | ||
| Discretionary | 39 | 1,245.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 39 | 1,245.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,245.3 | |
| Total | 39 | 1,245.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Paul Odland | 16 | |||
| Michael Pence | 12 | |||
| Sam Walsh | 9 | |||
| Bianca Vanin | 6 | |||
| Vladimir Shlafman | 4 | |||
| Joshua Plattner | 4 | |||
| Anthony Verdon | 3 | |||
| Tony Verdon | 3 | |||
| Bpre Six LLC | 3 | |||
| Bpre Five LLC | 2 | |||
| View All | ||||
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