Form D · REITS and Finance

ACORE Credit IV REIT, Inc.

Larkspur, CA · CIK 0001730186

Offering snapshot reported Feb 7, 2018 · SEC filing

Reported sold
$125K
Offering amount: $125K
Investors reported
125
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 26, 2018
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 7, 2018Initial$125,000No comparison125SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$6.25K
Finders' fees
$0
Form D file number
021-305047

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
CHARLES B. HARRISON3071551H & L EQUITIES, LLC · CRD 113794
SCOTT HARRISON4981070H & L EQUITIES, LLC · CRD 113794
PHYLLIS JOHNSON1020488H & L EQUITIES, LLC · CRD 113794
PATRICK J. WHELCHEL5389090H & L EQUITIES, LLC · CRD 113794
LORI MAYFIELD4899271H & L EQUITIES, LLC · CRD 113794

Source: Form D, filed Feb 7, 2018. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ACORE CREDIT IV REIT, INC.

Investment adviser: ACORE CAPITAL, LP

Gross asset value
$485M
Beneficial owners
151
ADV minimum commitment
$10M

Reported in Form ADV on Apr 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States
Custodian BANK OF AMERICA, NA WILMINGTON, Delaware, United States Related to adviser: No
Custodian CAPITAL ONE, N.A. MCLEAN, Virginia, United States Related to adviser: No
Marketer HODES WEILL SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

BANK OF AMERICA, NA
LEI B4TYDEB6GKMZO031MB27

CAPITAL ONE, N.A.
LEI 207ALC1P1YM0OVDV0K75

HODES WEILL SECURITIES, LLC
CRD 131848 · SEC 8-66518

Filing source

Form ADV 2093818 · Apr 13, 2026 · Schedule D 7.B.(1), fund 805-6584712063

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Warren De Haan Director
Boyd Fellows Director
Chris Tokarski Director
Perry Stewart Ward Director

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
C/O Acore Capital, Lp 80 East Sir Francis Drake Blvd, Suite 2 A
Larkspur, CA, 94939