Form D · Other Investment Fund

4PF Rural COZ Fund V, LLC

Steamboat Springs, CO · CIK 0001946061

Offering snapshot reported Sep 18, 2023 · SEC filing

Reported sold
$13.9M
Offering amount: $50M
Investors reported
45
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Sep 6, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.97M$13.9MSep 21, 2022: $260,000.00Sep 21, 2022Sep 18, 2023: $13,935,000.00Sep 18, 2023

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$260,000 → $13,935,000
  • Reported investors2 → 45

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 18, 2023Amendment$13,935,000$13,675,000vs Sep 21, 202245SEC filing
Sep 21, 2022Initial$260,000No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-459388

Source: Form D, filed Sep 18, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Shawn Bertini Executive
Stephanie Copeland Executive
Christopher D. Montgomery Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
345 S. Lincoln Avenue
Steamboat Springs, CO, 80487