SEC filing record
Primary Source · SEC.gov

Real Estate Portfolio TE 2027 LP

Fund Vehicle2026 vintage506(b), 3(c)
Latest signalNew Form D filerForm D · 2026-10-23Last filing 2026-10-23

Raised

Pre-open

Investors

—

Min Invest

None stated

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AltStreet Analysis

·

Generated from EDGAR primary sources

Real Estate Portfolio TE 2027 LP is a Delaware-organized pooled investment fund vehicle that filed an original Form D on 2026-10-23 under Rule 506(b) combined with a Section 3(c) Investment Company Act exclusion. The filing does not disclose amounts raised, investor count, minimum investment, or first sale date, indicating a pre-open or early-stage capital raise. Divesh Makan is listed as executive officer and ICQ BB GP, LLC as promoter, suggesting a connection to the ICONIQ-affiliated sponsor network, though no parent platform has been matched in this database.

This filing sits within the alternative_investment category as a real estate-focused pooled fund using the common 506(b)/3(c) exemption pairing typical of privately placed institutional real estate vehicles. With no minimum investment or raise size disclosed on the filing, it cannot yet be benchmarked against typical ticket sizes or fund scale in this category.

Data Flags

industryGroupIndustry Group field is unspecified despite the entity name indicating a real estate strategy; this classification is typically populated for real estate pooled funds.
exemptionFiling claims both Rule 506(b) and Section 3(c) exemptions simultaneously, a common structure for private pooled investment funds combining Securities Act and Investment Company Act exclusions.
totalAmountSold / firstSaleDateNo capital raised, investor count, or first sale date disclosed, consistent with a newly filed, pre-open offering rather than a reporting gap.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002155424
Entity NameReal Estate Portfolio TE 2027 LP
ExemptionRule 506(b), Section 3(c), Section 3(c)(7)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising. 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. Section 3(c)(7) of the Investment Company Act: the fund is excluded from investment-company registration because every investor is a qualified purchaser, generally an individual with at least $5 million in investments or an institution with at least $25 million.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Year Organized2026
Issuer Address50 Beale Street, Suite 2300, San Francisco, CA 94105
Phone(415) 967-7763
Industry / Fund TypePooled Investment Fund · Private Equity Fund
Investment Company ActExcluded under Section 3(c)(7) (qualified purchasers only)
Securities TypeEquity, Pooled Investment Fund
First Sale DateNot yet occurred (as filed)
Filing DateOctober 23, 2026
Accession Number0002062357-26-000549
Total Offering AmountIndefinite
Total Amount Sold$0 (no sales yet)
Total Investors0 (no sales yet)
Non-Accredited InvestorsNone
Minimum Investment$0 (no stated minimum)
Offering DurationOne year or less
Sales Commissions$0
Finders' Fees$0
Proceeds to Related Persons$0
Revenue RangeDecline to Disclose
State (Issuer Address)CA
Amendment CountOriginal filing only
Signed ByLouis D. Thorne, Authorized Signatory

Filings 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 Oct 23, 2026

Critical / warning

0 / 0

0 watch · 1 info

Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

pre_sale

Latest event New filer · Oct 23, 2026

SEC.gov
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Fund family Part of the Real Estate Portfolio TE family: 8 vehicles across 0 generations · full family and the filing behind each link in the terminal

Investor

  • The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
  • 1 filing event with values and deltas, latest 2026-10-23, and alerts on the next one
  • 1 offering timeline: 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.

- ICQ BB GP, LLC

Promoter · San Francisco, CA

Divesh Makan

Executive Officer · San Francisco, CA

Questions About Real Estate Portfolio TE 2027 LP

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

What is Real Estate Portfolio TE 2027 LP?

Real Estate Portfolio TE 2027 LP is a Delaware limited partnership organized in 2026 that filed a Form D with the SEC on October 23, 2026 as a private equity fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of equity and pooled investment fund interests.

Is Real Estate Portfolio TE 2027 LP legit?

AltStreet does not rate legitimacy; it reports the public record. Real Estate Portfolio TE 2027 LP filed a Form D with the SEC on October 23, 2026 claiming Rule 506(b), Section 3(c), Section 3(c)(7). 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 Real Estate Portfolio TE 2027 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 Real Estate Portfolio TE 2027 LP claimed Rule 506(b), Section 3(c), Section 3(c)(7) 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 Real Estate Portfolio TE 2027 LP raised?

Real Estate Portfolio TE 2027 LP reported that the first sale had not yet occurred as of the Form D filed October 23, 2026, so no amount sold or investor count is on file. The total offering amount is listed as indefinite.

Who can invest in Real Estate Portfolio TE 2027 LP?

The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.

What is the minimum investment in Real Estate Portfolio TE 2027 LP?

The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.

Who is selling Real Estate Portfolio TE 2027 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 Real Estate Portfolio TE 2027 LP?

The Form D lists 2 related persons: ICQ BB GP, LLC, promoter (General Partner of the Issuer); Divesh Makan, executive officer (Managing Member of the Managing Member of the General Partner of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is Real Estate Portfolio TE 2027 LP located?

The issuer's address on its SEC filings is 50 Beale Street, Suite 2300, San Francisco, CA 94105. Its phone number of record is 415.967.7763. It is organized under the laws of Delaware.

How long is the Real Estate Portfolio TE 2027 LP 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, and no amendment is on record yet.

How large is Real Estate Portfolio TE 2027 LP?

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

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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.