Form D · Private Equity Fund

SRE Care PropCo Upsize - Investco, L.P.

La Jolla, CA · CIK 0001793425

Offering snapshot reported Nov 7, 2019 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 7, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-352842

Source: Form D, filed Nov 7, 2019. 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

SRE CARE PROPCO UPSIZE - INVESTCO, LP

Investment adviser: STEPSTONE GROUP REAL ESTATE LP

Gross asset value
$18.8M
Beneficial owners
10
ADV minimum commitment
$13.8M

Reported in Form ADV on Jul 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP NEW YORK, New York, United States
Custodian BANK OF AMERICA CHARLOTTE, North Carolina, United States Related to adviser: No
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

Filing source

Form ADV 2122461 · Jul 30, 2026 · Schedule D 7.B.(1), fund 805-2260415916

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.

People and organizations reported in Form D filings
NameReported role
Josh Cleveland Executive
Jeff Giller Executive
Brendan Mac Donald Executive
Kirsty Mc Guire Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4275 Executive Square, Ste. 500
La Jolla, CA, 92037