Fund family · SEC Form D record
Phoenix Real Estate Fund funds
Phoenix Real Estate Fund has 5 vehicles on the SEC Form D record, in 4 numbered generations, filed from 2017 to 2026. The newest is Phoenix Real Estate Fund XI, L.P., first filed Oct 30, 2024.
- Vehicles
- 5
- Numbered generations
- 4
- First filing
- 2017
- Latest filing
- Apr 30, 2026
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 XI
2 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Phoenix Real Estate Fund XI, L.P.CIK 2041409 | Filed within 13 months | EDGAR | |||
| Phoenix Real Estate Fund XI-B, L.P.CIK 2041463 | B | Filed within 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund X
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Phoenix Real Estate Fund X, L.P.CIK 1852854 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund IX
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Phoenix Real Estate Fund IX, L.P.CIK 1756864 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund VIII
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Phoenix Real Estate Fund VIII, L.P.CIK 1718803 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Phoenix Real Estate Fund funds
- How many Phoenix Real Estate Fund funds are there?
- The SEC Form D record shows 5 vehicles in 4 numbered generations, the earliest filed Oct 5, 2017 and the latest filing on Apr 30, 2026. By generation: Fund XI (2 vehicles, first filed Oct 30, 2024); Fund X (Phoenix Real Estate Fund X, L.P., first filed Mar 30, 2021); Fund IX (Phoenix Real Estate Fund IX, L.P., first filed Nov 14, 2018); Fund VIII (Phoenix Real Estate Fund VIII, L.P., first filed Oct 5, 2017).
- What is the latest Phoenix Real Estate Fund fund?
- Phoenix Real Estate Fund XI, L.P., which first filed a Form D on Oct 30, 2024 and last amended it on Apr 30, 2026. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Phoenix Real Estate Fund 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 Phoenix Real Estate Fund 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.