EDGAR Verified
Primary Source · SEC.gov

WGV Real Estate Fund I, LLC

Fund Vehicle2026 vintage506(c), 3(c)
Latest signalSold increasedForm D/A · 2026-05-195 events: 2 sold increased, 2 investors increased, 1 new form d filerLast filing 2026-05-19

Raised

$5M

Investors

62

Min Invest

$50,000

AltStreet Analysis

·

Generated from EDGAR primary sources

WGV Real Estate Fund I, LLC is a Delaware-domiciled pooled investment fund managed by Wellington Group Ventures entities, raising capital under Rule 506(c) and Section 3(c). This amended filing reports $4.6M raised from 28 investors with a $50K minimum investment. The fund is operated by The Wellington GRP, LLC and affiliated manager entities, with Tony Bonanno listed as an executive officer.

This real estate fund employs a 506(c) exemption allowing general solicitation, paired with a $50K minimum that positions it in the retail-accessible tier of private real estate offerings. The investor count of 28 for $4.6M raised suggests an average commitment of approximately $164K, typical for funds targeting accredited investors in the real estate pooled vehicle category.

Data Flags

related personsWGV Real Estate Manager, LLC appears twice in the executive officer roster with identical role designation
related personsMultiple related entities listed with 'N/A' prefixes in the name field, suggesting incomplete or malformed data entry
sales commissionsNo sales commissions stated on a 506(c) general solicitation offering that raised $4.6M from 28 investors

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002128461
Entity NameWGV Real Estate Fund I, LLC
ExemptionRule 506(c), Section 3(c), 3C.5
What the exemption meansRule 506(c) of Regulation D: the issuer may advertise the offering publicly, but every purchaser must be a verified accredited investor. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company.
Entity TypeLimited Liability Company
Jurisdiction of OrganizationDelaware
Issuer Address9000 Keystone Crossing, Ste 400, Indianapolis, IN 46240
Phone(317) 846-5055
Industry / Fund TypeOther Real Estate
Investment Company ActExcluded under Section 3(c)
Securities TypeEquity, Pooled Investment Fund
First Sale Date—
Filing DateJuly 22, 2026
Accession Number0002128461-26-000007
Total Offering Amount$100,000,000
Total Amount Sold$4,585,699
Amount Remaining$95,414,301
Total Investors62
Non-Accredited InvestorsNone
Minimum Investment$50,000
Offering DurationOne year or less
Sales Commissions$0
Finders' Fees$0
Revenue RangeDecline to Disclose
State (Issuer Address)IN
Amendment Count3 amendments filed

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

AltStreet Coverage

Original reporting from AltStreet's daily EDGAR monitoring covering WGV Real Estate Fund I, LLC and its filings.

All AltStreet news

Capital Raise Timeline

4 Form D filings from Apr 20, 2026 to Jul 22, 2026, the latest a D/A.

Checking access…

Fund Family

Every vehicle in this manager's series as it appears on EDGAR, newest generation first. Sold-to-date and investor counts are each vehicle's latest Form D.

Fund family

WGV Real Estate Fund2 vehicles · 1 generation · since 2026 · $13.8M sold across the family

This issuer is in Fund I

VehicleRoleFirst filedStatusSoldInvestors
Fund I · first filed 2026-04-20 · 2 vehicles · $13.8M sold · 90 investors
WGV Real Estate Fund I, LLCthis issuer2026-04-20raising$4.6M28
WGV Real Estate Fund I, LLC2026-07-22raising$9.2M62

Grouped from Form D issuer names (generation, sleeve, jurisdiction and legal-form tokens removed); a name-only match, so abbreviated or renamed vehicles can be missed. Sold and investor figures are each vehicle's latest Form D; sleeves that report the same figure share one family-wide total and are counted once. Performance lines are what a public pension plan reports for its own interest in that fund, net, on the plan's cash flows and valuation date; they are not the general partner's figures.

In the Terminal

Filing events

5

latest May 19, 2026

Critical / warning

0 / 0

0 watch · 5 info

Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

raising

Latest event Sold increase · May 19, 2026

SEC.gov
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Investor

  • 5 filing events with values and deltas, latest 2026-05-19, and alerts on the next one
  • 1 offering timeline: velocity, share raised, first-sale lag, stalled flags

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Regulatory Activity

Filing events on this entity detected by AltStreet's EDGAR monitoring.

Jul 2026Form D amendment
SEC.gov
Jul 2026Form D amendment
SEC.gov
May 2026Form D amendment
SEC.gov
May 2026Form D amendment
SEC.gov
May 2026Form D amendment
SEC.gov
May 2026Form D amendment
SEC.gov

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Related Persons (Form D)

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

N/A The Wellington GRP, LLC

Executive Officer · Indianapolis, IN

Tony Bonanno

Executive Officer · Indianapolis, IN

N/A WGV Real Estate Manager, LLC

Executive Officer · Indianapolis, IN

N/A WGV Real Estate Manager, LLC

Executive Officer · Indianapolis, IN

N/A Wellington Group Ventures, LLC

Executive Officer · Indianapolis, IN

Questions About WGV Real Estate Fund I, LLC

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is WGV Real Estate Fund I, LLC?

WGV Real Estate Fund I, LLC is a Delaware limited liability company that filed a Form D with the SEC on May 19, 2026 in the Other Real Estate industry group. The filing claims Rule 506(c), Section 3(c), 3C.5 for an offering of equity and pooled investment fund interests. AltStreet links the issuer to WGV Real Estate Fund I, LLC.

Is WGV Real Estate Fund I, LLC legit?

AltStreet does not rate legitimacy; it reports the public record. WGV Real Estate Fund I, LLC filed a Form D with the SEC on May 19, 2026 claiming Rule 506(c), Section 3(c), 3C.5. A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $4,585,699 sold to 28 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. The issuer is linked to WGV Real Estate Fund I, LLC, which AltStreet has reviewed. 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 WGV Real Estate Fund I, LLC 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 WGV Real Estate Fund I, LLC claimed Rule 506(c), Section 3(c), 3C.5 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 WGV Real Estate Fund I, LLC raised?

WGV Real Estate Fund I, LLC reported $4,585,699 sold from 28 investors of a $100,000,000 total offering as of the Form D filed May 19, 2026.

Who can invest in WGV Real Estate Fund I, LLC?

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 $50,000.

What is the minimum investment in WGV Real Estate Fund I, LLC?

The Form D lists $50,000 as the minimum investment accepted from any outside investor as of May 19, 2026. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling WGV Real Estate Fund I, LLC 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 WGV Real Estate Fund I, LLC?

The Form D lists 5 related persons: The Wellington GRP, LLC, executive officer (Sponsor of WGV Real Estate Fund I, LLC); Tony Bonanno, executive officer (President); WGV Real Estate Manager, LLC, executive officer (Manager of WGV Real Estate Fund I, LLC); WGV Real Estate Manager, LLC, executive officer (Manager of WGV REIT I Feeder, LLC); Wellington Group Ventures, LLC, executive officer (Contributor of WGV Real Estate Fund I, LLC). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is WGV Real Estate Fund I, LLC located?

The issuer's address on its SEC filings is 9000 Keystone Crossing, Ste 400, Indianapolis, IN 46240. Its phone number of record is 3178465055. It is organized under the laws of Delaware.

How long is the WGV Real Estate Fund I, LLC offering open?

The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 3 amendments are on record for this CIK.

What is WGV Real Estate Fund I, LLC's revenue?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

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.