EDGAR Verified
Primary Source · SEC.gov

Fidelity Real Estate Opportunistic Income Fund, LP

CIK 0001397631Fund Vehicle2025 vintage506(b), 3(c)

Raised

$332M

Investors

14

Min Invest

$0

AltStreet Analysis

·

Generated from EDGAR primary sources

Fidelity Real Estate Opportunistic Income Fund, LP is a Delaware limited partnership that has raised $331.5 million from 14 investors under Rule 506(b) and Section 3(c) exemptions. This is an amended filing for a pooled investment fund focused on real estate, with Fidelity Real Estate Partners VI LLC serving as executive officer and promoter. No minimum investment is disclosed on the filing.

This real estate fund employs the standard 506(b) private placement exemption typical of institutional real estate vehicles, allowing up to 35 non-accredited investors alongside accredited participants. The average investor commitment of approximately $23.7 million suggests a limited partner base of institutional allocators and high-net-worth family offices rather than retail participants.

Data Flags

first_sale_dateFirst sale date not disclosed on an amended filing with $331.5M already raised
related_personsFiling lists 7 executive officers/directors for a pooled fund vehicle, higher than typical for single-fund structures

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001397631
Entity NameFidelity Real Estate Opportunistic Income Fund, LP
Exemption506(b), 3(c)
First Sale Date
Filing DateJune 27, 2025
Accession Number0001397631-25-000001
Total Amount Sold$332M
Total Investors14
Minimum Investment$0 (no stated minimum)
Securities TypeEquity, Pooled Investment Fund
State of IncorporationNot specified
Amendment CountOriginal filing only

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Harley Lank

Executive Officer, Director · Boston, MA

N/A Fidelity Real Estate Partners VI LLC

Executive Officer, Promoter · Smithfield, RI

William Maclay

Executive Officer · Boston, MA

Casey Condron

Executive Officer · Smithfield, RI

Fung Lin

Executive Officer · Boston, MA

John Slyconish

Executive Officer · Boston, MA

Joseph Benedetti

Executive Officer · Jersey City, NJ

Is this your offering?

Claim this profile to add contact information, team members, LinkedIn profiles, fund history, and additional financial data. EDGAR-sourced data and AltStreet analysis cannot be edited, but corrections can be requested for verifiable inaccuracies.

Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.