Overview
FIRM DESCRIPTION AND OVERVIEW
Oakwood Real Estate Partners, LLC (“OREP” or the “Adviser”), a Delaware limited liability
company was formed in 2012. OREP provides investment management services with respect to
investments in real estate primarily through five private pooled investment vehicles, Oakwood
Real Estate Partners Fund I, LLC, Oakwood Real Estate Partners Fund II, LLC, Oakwood Real
Estate Partners Fund III, LLC, Oakwood Real Estate Partners IV, LLC and Oakwood Foundry
Fund, LLC (“Foundry Fund”). OREP also advises on capital invested alongside its pooled
investment vehicles in real estate assets through parallel vehicles (these vehicles along with the
funds described in the previous sentence are collectively referred to herein as “Funds” and each
individually as a “Fund”). The investment advice is provided in accordance with the investment
objectives, strategies, guidelines, restrictions and limitations contained in the applicable offering,
governing and/or account documents, and the information in this brochure is qualified in its
entirety by the information
set forth in such documents. The Adviser is controlled by its four
principals: Charles Spaulding, R. Barton Spaulding, Kevin Graff, and Peter Cushman.
The OREP principals also provide management services to Parkwood Real Estate Partners, LLC
(“PREP”) through the entity Keystone Partners I, LLC. For purposes of registration, Keystone
Partners I, LLC is listed as a financial industry related person of OREP due to the similarity of
business plans, operations and control. PREP is no longer making new investments, and OREP
will be the ongoing entity as PREP disposes of its assets.
Each Fund’s portfolio is managed pursuant to an investment management agreement with the
Fund, the Funds’ investment policy or any other applicable documents. The Funds are also
managed in accordance with the terms of each Funds’ applicable limited liability company
agreements.
The Adviser does not participate in wrap fee programs.
As of December 31, 2023, the Adviser managed approximately $480,306,373 in discretionary
assets and $0 in non-discretionary assets.