Fund family · SEC Form D record

OMNI UPPER REIT funds

OMNI UPPER REIT has 3 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2024 to 2024. The newest is OMNI 4 UPPER REIT C LLC, first filed Jan 18, 2024.

Vehicles
3
Numbered generations
3
First filing
2024
Latest filing
Jan 18, 2024

Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.

Fund IV

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
OMNI 4 UPPER REIT C LLCCIK 2007027Sold the stated amountEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund III

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
OMNI 3 UPPER REIT B LLCCIK 2007026Sold the stated amountEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund II

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
OMNI 2 UPPER REIT A LLCCIK 2007025Sold the stated amountEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the OMNI UPPER REIT funds

How many OMNI UPPER REIT funds are there?
The SEC Form D record shows 3 vehicles in 3 numbered generations, the earliest filed Jan 18, 2024 and the latest filing on Jan 18, 2024. By generation: Fund IV (OMNI 4 UPPER REIT C LLC, first filed Jan 18, 2024); Fund III (OMNI 3 UPPER REIT B LLC, first filed Jan 18, 2024); Fund II (OMNI 2 UPPER REIT A LLC, first filed Jan 18, 2024).
What is the latest OMNI UPPER REIT fund?
OMNI 4 UPPER REIT C LLC, which first filed a Form D on Jan 18, 2024. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the OMNI UPPER REIT funds?
AltStreet has not joined a Form ADV adviser to this family's Form D filings. The adviser, if any, appears in each fund's offering documents, which a Form D does not include.
How much have the OMNI UPPER REIT funds raised?
Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
How does AltStreet group these funds into a family?
By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.