|
⚲
|
| Keyboard |
| Oakwood Real Estate Partners LLC
✚
|
|
|---|---|
| CRD # | 169387 |
| SEC # | 801-79677 |
| CIK # | |
| AUM | 540.2 M (2026-03-27) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 303-595-7679 |
| Address | 55 Madison Street Denver, CO 80206 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | OREP PI 2700 Plano LLC | 2026-03-27 | 4.3 M | |
| RE | OREP PI Celina Multifamily LLC | 2026-03-27 | 4.7 M | |
| RE | OREP PI Everett LLC | 2026-03-27 | 6.0 M | |
| RE | OREP PI Rosewood LLC | 2026-03-27 | 0.9 M | |
| RE | Oakwood GP Fund I LLC | [2025-03-28] | 15.2 M | 13.0 M |
| Offered $20,000,000 · Filed 2024-10-16 (D) · Exemption 506(b) · Minimum $5,000,000 · Remaining $4,800,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Oakwood Real Estate Partners Fund V LLC | [2024-03-28] | 31.8 M | 7.0 M |
| Offered $200,000,000 · Filed 2025-03-19 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $5,000,000 · Remaining $168,205,128 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Oakwood Multifamily Fund LP | 2023-10-05 | ||
| RE | OREP PI 1 Cypress LLC | 2023-03-30 | 3.8 M | |
| RE | OREP PI 2 Cypress LLC | 2023-03-30 | 6.1 M | |
| RE | OREP PI Navarre LLC | 2022-04-28 | 3.2 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 23 | 540.2 |
| (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 | 23 | 540.2 |
| By Discretionary | ||
| Discretionary | 23 | 540.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 23 | 540.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 540.2 | |
| Total | 23 | 540.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Kevin Graff | Executive Officer | 19 | 2 | |
| Robert Spaulding | Executive Officer | 8 | 2 | |
| Charles Spaulding | Executive Officer | 5 | 2 | |
| Oakwood Real Estate Partners LLC | Director, Executive Officer | 4 | 2 | |
| Peter Cushman | Executive Officer | 7 | 1 | |
| Tuck Spalding | Executive Officer | 1 | 1 | |
| Bart Spalding | Executive Officer | 1 | 1 | |
| Ca Spaulding III | Executive Officer | 1 | 1 | |
| Ca Tuck Spaulding III | Executive Officer | 1 | 1 | |
| Orep V LLC | Director | 1 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional |
| Fund Types | Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
Driftwood Advisors LLC
✚
|
FL | 568.8 M |
|
Turnbridge RE Fund Management Company I LLC
✚
|
NY | 567.8 M |
|
Alidade Capital LLC
✚
|
MI | 564.9 M |
|
Amherst Capital Management LLC
✚
|
NY | 544.7 M |
|
Northmarq Fund Management LLC
✚
|
OR | 541.3 M |
|
AECOM-Canyon Partners Real Estate Fund Advisors LLC
✚
|
TX | 537.3 M |
|
Fairbridge Asset Management LLC
✚
|
CT | 535.4 M |
|
TC Latin America Partners LLC
✚
|
PR | 529.7 M |
|
HVPF Manager II LLC
✚
|
NY | 527.2 M |
|
Lionheart Strategic Management LLC
✚
|
NY | 508.7 M |