Surge Real Estate Fund I LP
Raised
Pre-open
Investors
—
Min Invest
$250,000
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AltStreet Analysis
·Generated from EDGAR primary sources
Surge Real Estate Fund I LP is a Delaware limited partnership that filed an original Form D on 2024-01-18 under Rule 506(c). The filing represents a pre-open offering with no capital raised or investor count disclosed at the time of filing. The fund requires a $250,000 minimum investment and is managed by executive officers Kyle MacDonald and Paul Poteet.
This alternative investment vehicle uses the 506(c) exemption, which permits general solicitation to accredited investors. The $250K minimum investment positions this as a mid-tier accessible private fund, typical for real estate vehicles targeting accredited individual investors and family offices rather than exclusively institutional capital.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
1
latest Jan 18, 2024
Critical / warning
0 / 0
0 watch · 1 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
2
pre_sale
Latest event New filer · Jan 18, 2024
SEC.govInvestor
- 1 filing event with values and deltas, latest 2024-01-18, and alerts on the next one
- 2 offering timelines: velocity, share raised, first-sale lag, stalled flags
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Item 3 changed on the Form D filed 2024-01-18: 0 related persons added and 1 removed against the filing of 2023-08-23; 2 now listed. The names are in the Terminal feed.
Kyle MacDonald
Executive Officer · St. George, UT
Paul Poteet
Executive Officer · St. George, UT
Questions About Surge Real Estate Fund I LP
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Surge Real Estate Fund I LP?
Surge Real Estate Fund I LP is a Delaware limited partnership that filed a Form D with the SEC on January 18, 2024 in the Residential industry group. The filing claims Rule 506(c) for an offering of equity.
Is Surge Real Estate Fund I LP legit?
AltStreet does not rate legitimacy; it reports the public record. Surge Real Estate Fund I LP filed a Form D with the SEC on January 18, 2024 claiming Rule 506(c). A Form D is a notice of an exempt offering, not a review or approval of it. No sales had been reported as of that notice. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Surge Real Estate Fund I LP registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Surge Real Estate Fund I LP claimed Rule 506(c) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Surge Real Estate Fund I LP raised?
Surge Real Estate Fund I LP reported that the first sale had not yet occurred as of the Form D filed January 18, 2024, so no amount sold or investor count is on file. The total offering amount is $20,000,000.
Who can invest in Surge Real Estate Fund I LP?
The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $250,000.
What is the minimum investment in Surge Real Estate Fund I LP?
The Form D lists $250,000 as the minimum investment accepted from any outside investor as of January 18, 2024. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Surge Real Estate Fund I LP and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Surge Real Estate Fund I LP?
The Form D lists 2 related persons: Kyle MacDonald, executive officer (Fund Manager/Chief Compliance Officer); Paul Poteet, executive officer (Manager of General Partner). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Surge Real Estate Fund I LP located?
The issuer's address on its SEC filings is 94 S. Mall Drive, Suite 202, St. George, UT 84790. Its phone number of record is 480-848-0973. It is organized under the laws of Delaware.
How long is the Surge Real Estate Fund I LP offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.
What is Surge Real Estate Fund I LP's revenue?
The Form D reports a revenue range of No Revenues.
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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.