EDGAR Verified
Primary Source · SEC.gov

ARE-Winter Street REIT, LLC

CIK 0001844538Fund Vehicle2021 vintage506(b), 3(c)

Raised

$125K

Investors

125

Min Invest

$1,000

AltStreet Analysis

·

Generated from EDGAR primary sources

ARE-Winter Street REIT, LLC is a Delaware LLC filing under Rule 506(b) and exemption 3(c), raising $125K from 125 investors with a $1K minimum investment. Filed February 5, 2021, this real estate pooled investment fund vehicle lists Joel Marcus and Dean Shigenaga among 15 executive officers and directors.

This real estate pooled investment fund uses the 506(b) private placement exemption with a notably low $1K minimum investment threshold. The filing shows an unusually high investor count (125) relative to the small total raise ($125K), suggesting an average commitment of $1K per investor—substantially below typical real estate fund participation levels.

Data Flags

general125 investors contributing $125K total represents an average check size of $1K, matching the stated minimum; this uniform micro-investment pattern is highly atypical for a pooled real estate fund
related_persons15 executive officers and directors listed for a $125K offering represents unusually high organizational overhead relative to capital raised

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001844538
Entity NameARE-Winter Street REIT, LLC
Exemption506(b), 3(c)
First Sale Date
Filing DateFebruary 5, 2021
Accession Number0001844538-21-000002
Total Amount Sold$125K
Total Investors125
Minimum Investment$1,000
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.

Joel Marcus

Executive Officer, Director · Pasadena, CA

Dean Shigenaga

Executive Officer, Director · Pasadena, CA

Jackie Clem

Executive Officer · Pasadena, CA

Stephen Richardson

Executive Officer · Pasadena, CA

Peter Moglia

Executive Officer · Pasadena, CA

Daniel Ryan

Executive Officer · Pasadena, CA

Lawrence Diamond

Executive Officer · Pasadena, CA

Joesph Hakman

Executive Officer · Pasadena, CA

Vincent Ciruzzi

Executive Officer · Pasadena, CA

John Cunningham

Executive Officer · Pasadena, CA

Hunter Kass

Executive Officer · Pasadena, CA

Marc Binda

Executive Officer · Pasadena, CA

Andres Gavinet

Executive Officer · Pasadena, CA

Terezia Nemeth

Executive Officer · Pasadena, CA

Gary Dean

Executive Officer · Pasadena, CA

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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.