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| Oakwood Real Estate Partners LLC
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|---|---|
| CRD # | 169387 |
| SEC # | 801-79677 |
| CIK # | |
| AUM | 540.2 M (2026-03-27) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | |
| RE | Oakwood Real Estate Partners Fund IV LLC | [2022-03-25] | 50.0 M | 171.2 M |
| Offered $200,000,000 · Filed 2021-11-05 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $150,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Oakwood Foundry Fund LLC | [2020-03-30] | 15.0 M | 30.2 M |
| Offered $15,000,000 · Filed 2020-03-04 (D) · Exemption 506(c), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | OREP PI 1 Midtown LLC | 2020-03-30 | 5.5 M | |
| RE | OREP PI 2919 Wilshire LLC | 2020-03-30 | 0.4 M | |
| RE | OREP PI 2 Midtown LLC | 2020-03-30 | 2.8 M | |
| RE | OREP PI 3 Midtown LLC | 2020-03-30 | 2.2 M | |
| RE | OREP PI FHM LLC | 2020-03-30 | ||
| RE | OREP PI II San Jacinto LLC | 2020-03-30 | 7.8 M | |
| RE | OREP PI Irvington LLC | 2020-03-30 | ||
| RE | OREP PI Lancaster LLC | 2020-03-30 | 2.6 M | |
| RE | OREP PI MVR Portfolio LLC | 2020-03-30 | 30.9 M | |
| RE | OREP PI San Jacinto LLC | 2020-03-30 | 8.0 M | |
| RE | Oakwood Real Estate Partners Fund III LLC | [2018-03-27] | 117.6 M | 108.9 M |
| Filed 2018-12-19 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Oakwood Real Estate Partners Fund II LLC | [2016-03-29] | 70.8 M | 31.6 M |
| Filed 2016-07-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| RE | Oakwood Real Estate Partners Fund I LLC | [2014-04-22] | 24.1 M | 13.0 M |
| Offered $75,000,000 · Filed 2013-06-21 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $500,000 · Remaining $50,897,436 · Duration One year or less · Revenue Not Applicable | ||||
| AUM Breakdown | Accounts | AUM ($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 |
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