Belveron Real Estate Partners LLC

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Belveron Real Estate Partners LLC ✚
CRD #	282072
SEC #	801-107301
CIK #
AUM	$1.3 B (2025-03-31)
Employees	22 (100% Investors, 0% Brokers)
Phone	415-273-6800
Address	550 California Street San Francisco, CA 94104
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
RE	Belveron Flagship Fund VII Preservation G LP	[2025-03-31]	50.0	51.4
RE	Belveron Flagship Fund VII Investor LP	[2024-03-29]	58.7	126.8
RE	Belveron Flagship Fund VII Master LP	2024-03-29		0.0
RE	Belveron Flagship Fund VII Preservation LP	[2024-03-29]	70.0	188.7
RE	Belveron Flagship Fund VII REIT LLC	[2024-03-29]	0.1	0.0
RE	Belveron Flagship Fund VII REIT Property Owner LP	2024-03-29		0.0
RE	BPRE RC Promote 2 LLC	2024-03-29		112.6
RE	Amherst Street Holdings REIT LLC	[2023-03-30]	0.1	2.6
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		240.1
RE	Evergreen Holdings REIT LLC	[2023-03-30]	0.1	3.6
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
RE	Belveron Partners Fund VI JV LLC	2021-03-31		0.0
RE	Belveron Partners Fund VI LP	[2021-03-31]	54.0	75.3
RE	Belveron Partners Fund VI Preservation LP	[2021-03-31]	53.0	37.4
RE	Belveron Partners Fund VI Venture LP	[2021-03-31]	125.0	97.3
RE	Belveron Skyline LLC	2021-03-31		0.0
RE	Conifer Strategic Partners LLC	2021-03-31		10.9
RE	Preservation VI Alternative Investment Vehicle LLC	2021-03-31		0.0
RE	Preservation VI Parent Alternate Investment Vehicle LLC	2021-03-31		2.4
RE	Preservation V Parent Alternate Investment Vehicle LLC	2021-03-31		18.1
RE	TE V Alternative Investment Vehicle LLC	2021-03-31		18.0
RE	Belveron Fund IV REIT Property Owner LLC	2020-03-30		0.0
RE	Belveron Fund V REIT Property Owner LLC	2020-03-30		0.0
RE	Belveron Partners Fund V TE LP	[2020-03-30]	65.0	41.6
RE	Belveron Sweeper Fund I LP	2020-03-30		9.0
RE	Belveron Fund IV REIT LLC	[2019-03-29]	0.1	0.0
RE	Belveron Fund V REIT LLC	[2019-03-29]	0.1	0.0
RE	Belveron Partners Fund V JV LLC	2019-03-29		0.0
RE	Belveron Partners Fund V LP	[2019-03-29]	65.8	77.1
RE	Belveron Partners Fund V Venture LP	[2019-03-29]	50.0	144.5
RE	CHC Equities LP	2019-03-29		0.1
RE	Starrett City Affordable LP LLC	2019-03-29		0.2
RE	Belveron Partners Fund III JV LLC	2017-03-27		0.0
RE	Belveron Partners Fund IV JV LLC	2017-03-27		0.0
RE	Mercantile Affordable Members LLC	2017-03-27		6.2
RE	Belveron Partners Fund III LP	2016-02-12		13.3
RE	Belveron Partners Fund III Venture LP	2016-02-12		21.9
RE	Belveron Partners Fund II LP	2016-02-12		0.0
RE	Belveron Partners Fund II Sidecar LP	2016-02-12		0.0
RE	Belveron Partners Fund I LP	2016-02-12		0.0
RE	Belveron Partners Fund IV LP	[2016-02-12]	53.7	10.0
RE	Belveron Partners Fund IV Venture LP	2016-02-12		27.6

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	39	1,318.4
(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	1,318.4
By Discretionary
Discretionary	39	1,318.4
Non-Discretionary	0	0.0
Total	39	1,318.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,318.4
Total	39	1,318.4

Form D Directors	# Filings	# Firms	2011 - 2025
Sam Walsh	24
Paul Odland	18
Michael Pence	12
Bianca Vanin	7
Vladimir Shlafman	5
Joshua Plattner	4
Samantha Watson	3
Anthony Verdon	3
Josh Plattner	3
Bpre Six LLC	3
View All

Comparable Firms	State	AUM ($B)
Iron Point Partners LLC ✚	DC	1.4
Beacon Capital Partners LLC ✚	MA	1.4
Ascendant Capital Partners LP ✚	CA	1.4
Elion Partners LLC ✚	FL	1.4
Fillmore Capital Partners LLC ✚	OH	1.4
Town Lane Management LP ✚	NY	1.3
Oakhurst Advisors LLC ✚	CA	1.2
DSF Advisors LLC ✚	MA	1.2
Calmwater Asset Management LLC ✚	CA	1.2
Trigate Management LLC ✚	TX	1.1

Belveron Real Estate Partners LLC

Assets, Funds, Holdings