|
⚲
|
| Keyboard |
| Belveron Real Estate Partners LLC
✚
|
|
|---|---|
| CRD # | 282072 |
| SEC # | 801-107301 |
| CIK # | |
| AUM | 1,265.3 M (2026-06-18) |
| Employees | 25 (100% Investors, 0% Brokers) |
| Phone | 415-273-6800 |
| Address | 550 California Street San Francisco, CA 94104 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Belveron Flagship Fund VII Preservation G LP | [2025-03-31] | 50.0 M | 50.8 M |
| Filed 2024-01-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Belveron Flagship Fund VII Investor LP | [2024-03-29] | 58.7 M | 124.0 M |
| Filed 2023-02-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $60,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Belveron Flagship Fund VII Master LP | 2024-03-29 | ||
| RE | Belveron Flagship Fund VII Preservation LP | [2024-03-29] | 70.0 M | 184.4 M |
| Filed 2023-02-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Belveron Flagship Fund VII REIT LLC | [2024-03-29] | 0.1 M | |
| Offered $125,000 · Filed 2023-12-13 (D) · Exemption 506(b), 3(c)(7), 3(c) · Minimum $1,000 · Remaining $70,000 · Duration One year or less · Commission $6,250 · Revenue Decline to Disclose | ||||
| RE | Belveron Flagship Fund VII REIT Property Owner LP | 2024-03-29 | ||
| RE | BPRE RC Promote 2 LLC | 2024-03-29 | 94.2 M | |
| RE | Amherst Street Holdings REIT LLC | [2023-03-30] | 0.1 M | 58.8 M |
| Offered $125,000 · Filed 2022-12-15 (D) · Exemption 506(b), 3(c)(7), 3(c) · Minimum $1,000 · Remaining $42,000 · Duration One year or less · Commission $6,250 · Revenue Decline to Disclose | ||||
| RE | Belveron Partners Fund VI Aggregator LLC | 2023-03-30 | ||
| RE | Belveron Partners Fund VI TX REIT LLC | [2023-03-30] | 0.1 M | |
| Offered $125,000 · Filed 2022-12-15 (D) · Exemption 506(b), 3(c)(7), 3(c) · Minimum $1,000 · Remaining $42,000 · Duration One year or less · Commission $6,250 · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 39 | 1,265.3 |
| (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 | 1,265.3 |
| By Discretionary | ||
| Discretionary | 39 | 1,265.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 39 | 1,265.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,265.3 | |
| Total | 39 | 1,265.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Sam Walsh | Director | 27 | 2 | |
| Paul Odland | Director, Executive Officer | 18 | 2 | |
| Michael Pence | Executive Officer | 12 | 2 | |
| Bianca Vanin | Executive Officer | 7 | 2 | |
| Vladimir Shlafman | Executive Officer | 5 | 2 | |
| Joshua Plattner | Executive Officer | 4 | 2 | |
| Louis Harrison | Executive Officer | 3 | 2 | |
| Belveron Flagship Fund GP LLC | Executive Officer | 3 | 1 | |
| Belveron Real Estate Partners LLC | Executive Officer | 3 | 1 | |
| Tony Verdon | Executive Officer | 3 | 1 | |
| Anthony Verdon | Executive Officer | 3 | 1 | |
| Samantha Watson | Executive Officer | 3 | 1 | |
| Bpre Six LLC | Director | 3 | 1 | |
| Josh Plattner | Executive Officer | 3 | 1 | |
| Shlafman Vladimir | Executive Officer | 2 | 1 | |
| Bpre Five LLC | Director | 2 | 1 | |
| Grant Sisler | Executive Officer | 1 | 1 | |
| Bpre Five LLC | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional |
| Fund Types | Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brasa Capital Management LP
✚
|
CA | 1,369.0 M |
|
Greenpoint Group LP
✚
|
NY | 1,346.8 M |
|
Beacon Capital Partners LLC
✚
|
MA | 1,298.5 M |
|
Trigate Management LLC
✚
|
TX | 1,283.4 M |
|
Sagehall Management LP
✚
|
NY | 1,269.5 M |
|
Oakhurst Advisors LLC
✚
|
CA | 1,249.4 M |
|
Albany Road Investment Advisers LLC
✚
|
MA | 1,245.1 M |
|
Everwest Advisors LLC
✚
|
CO | 1,200.8 M |
|
Cross Lake Partners LP
✚
|
NY | 1,177.1 M |
|
Acre Capital Advisors LLC
✚
|
CA | 1,160.3 M |