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| Belveron Real Estate Partners LLC
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|
|---|---|
| CRD # | 282072 |
| SEC # | 801-107301 |
| CIK # | |
| AUM | $1.1 BB (2024-03-29) |
| Employees | 22 (91% Investors, 0% Brokers) |
| Phone | 415-273-6800 |
| Address | 220 Montgomery Street San Francisco, CA 94104 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Belveron Flagship Fund VII Investor LP | [2024-03-29] | 58.7 | 61.6 |
| RE | Belveron Flagship Fund VII Master LP | 2024-03-29 | 0.0 | |
| RE | Belveron Flagship Fund VII Preservation LP | [2024-03-29] | 70.0 | 80.6 |
| 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 | 109.9 | |
| RE | Amherst Street Holdings REIT LLC | [2023-03-30] | 0.1 | 2.0 |
| 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 | 235.2 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 39 | 1,117.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 39 | 1,117.4 |
| By Discretionary | ||
| Discretionary | 39 | 1,117.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 39 | 1,117.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,117.4 | |
| Total | 39 | 1,117.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Sam Walsh | 22 | ||
| Paul Odland | 18 | ||
| Michael Pence | 12 | ||
| Bianca Vanin | 7 | ||
| Vladimir Shlafman | 5 | ||
| Joshua Plattner | 4 | ||
| Josh Plattner | 3 | ||
| Belveron Real Estate Partners LLC | 3 | ||
| Samantha Watson | 3 | ||
| Anthony Verdon | 3 | ||
| Belveron Flagship Fund GP LLC | 3 | ||
| Tony Verdon | 3 | ||
| Bpre Six LLC | 3 | ||
| Shlafman Vladimir | 2 | ||
| Louis Harrison | 2 | ||
| Bpre Five LLC | 2 | ||
| BPRE Five LLC | 1 | ||
| Grant Sisler | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
DSF Advisors LLC
✚
|
MA | 1.2 |
|
Alpine Grove Partners LLP
✚
|
NY | 1.2 |
|
Trigate Management LLC
✚
|
TX | 1.2 |
|
Greenpoint Group LP
✚
|
NY | 1.2 |
|
Everwest Advisors LLC
✚
|
CO | 1.2 |
|
Calmwater Asset Management LLC
✚
|
CA | 1.1 |
|
Brasa Capital Management LLC
✚
|
CA | 1.1 |
|
Terra REIT Advisors LLC
✚
|
NY | 1.1 |
|
Cross Lake Partners LP
✚
|
NY | 1.1 |
|
Albany Road Investment Advisers LLC
✚
|
MA | 1.0 |