Form D · Other Investment Fund
Athena Select Real Estate Investment Fund LLC
Lincoln, MA · CIK 0001775487
Offering snapshot reported Sep 16, 2026 · SEC filing
- Reported sold
- $92.9M Indefinite offering
- Investors reported
- 47 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jul 13, 2006 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 16, 2026 | Amendment | $92,882,050 | No comparison | 47 | SEC filing |
| Sep 24, 2024 | Amendment | $92,632,050 | $0vs Sep 25, 2023 | 47 | SEC filing |
| Sep 25, 2023 | Amendment | $92,632,050 | $1,200,000vs Aug 22, 2022 | 47 | SEC filing |
| Aug 22, 2022 | Amendment | $91,432,050 | $0vs Aug 20, 2021 | 46 | SEC filing |
| Aug 20, 2021 | Amendment | $91,432,050 | No comparison | Not reported | SEC filing |
| Aug 19, 2020 | Amendment | $38,057,284 | $0vs Apr 28, 2020 | 41 | SEC filing |
| Apr 28, 2020 | Amendment | $38,057,284 | -$3,460,236vs May 29, 2019 | 41 | SEC filing |
| May 29, 2019 | Initial | $41,517,520 | No comparison | 40 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-340609
This excludes internal marketing staff who are paid compensation, but not commissions, for their duties.
Source: Form D, filed Sep 16, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
ATHENA SELECT REAL ESTATE INVESTMENT FUND LLC
Investment adviser: FIDUCIARY TRUST INTERNATIONAL, LLC
- Gross asset value
- $9.56M
- Beneficial owners
- 31
- ADV minimum commitment
- $100K
Reported in Form ADV on Dec 22, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS
PCAOB 238
CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177
GOLDMAN SACHS & CO. LLC
SEC 8-129
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Filing source
Form ADV 2030163 · Dec 22, 2025 · Schedule D 7.B.(1), fund 805-4298399020
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| . Athena Capital Advisors Llc | Executive, Promoter |
| Lisette Cooper | Executive, Promoter |
| . Fiduciary Trust International, Llc | Executive, Promoter |
| Kate Huntington | Executive |
| Leonard L. Lewin | Executive |
| Len Lewin | Executive |
| Alex Paul | Executive |
| Amy Spector | Executive |
| Ann Marie Towle | Executive |
| Anne Marie Towle | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Lincoln, MA, 01773