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Fresno Tucson Retirement Investors, LLC

Real Estate FundFund ID 805-9167323282Washington, United States
Gross assets
$3.9M
Min. investment
$50K
Beneficial owners
25
Size rank
Top 87%
Audited
Yes
Structure
Standalone

About this fund

Fresno Tucson Retirement Investors, LLC is a real estate fund managed by Marshall & Sullivan Inc. The fund reports $3.9 million in gross assets, placing it among the top 87% of private funds by size. The stated minimum investment is $50,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-9167323282
Fund typeReal Estate Fund
3(c)(1) exclusionYes
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Lakeside Income & Growth Fund, LLCReal Estate$8M
Southwest Land Development, LLCReal Estate$3.5M
Lakeside Aggressive Growth Fund, LLCReal Estate$1.2M
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Frequently asked questions

How large is Fresno Tucson Retirement Investors, LLC?

Fresno Tucson Retirement Investors, LLC reports $3.9 million in gross assets, among the top 87% of private funds by size.

What is the minimum investment for Fresno Tucson Retirement Investors, LLC?

The stated minimum investment is $50,000.

Who manages Fresno Tucson Retirement Investors, LLC?

Fresno Tucson Retirement Investors, LLC is managed by Marshall & Sullivan Inc.

Does Fresno Tucson Retirement Investors, LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Custodian
Auditor

Reported gross assets

$3.9MNo change
Jan '25 — $3.9MFeb '25 — $3.9MMar '25 — $3.9MApr '25 — $3.9MMay '25 — $3.9MJun '25 — $3.9MJul '25 — $3.9MAug '25 — $3.9MSep '25 — $3.9MOct '25 — $3.9MNov '25 — $3.9MDec '25 — $3.9MJan '26 — $3.9MFeb '26 — $3.9MMar '26 — $3.9MApr '26 — $3.9MMay '26 — $3.9MJun '26 — $3.9M
Jan '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 87%
Larger than 13% of 67,041 private funds
Gross assets vs Real Estate FundsTop 83%
Larger than 17% of 5,814 real estate funds
Minimum investmentTop 85%
Higher than 15% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds6%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.