Form D · REITS and Finance

BentallGreenOak US IV Industrial Co-Investment REIT, LLC

New York, NY · CIK 0001959863

Offering snapshot reported Jan 18, 2023 · SEC filing

Reported sold
$500K
Offering amount: $500K
Investors reported
125
Form D · investor count
Minimum accepted
$4K
Reported outside-investor minimum
First sale
Jan 6, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 18, 2023Initial$500,000No comparison125SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C.7, 3C
Duration over one year
No
Business combination
No
Sales commissions
$25K
Finders' fees
$0
Form D file number
Not reported
5% of total amount sold

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Charles Harrison3071551H & L Equities, LLC · CRD 113794
Lori Mayfield4899271H & L Equities, LLC · CRD 113794
Patrick Whelchel5389090H & L Equities, LLC · CRD 113794
Scott Harrison4981070H & L Equities, LLC · CRD 113794

Source: Form D, filed Jan 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
N/A Bgo Industrial Development Partnership Lp Promoter
Jonathan Epstein Director
Karamjit Kalsi Director
Chris Niehaus Director
Amy Price Director
Kevin Rivest Director
Andrew Yoon Director

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
C/O Bentall Green Oak 399 Park Avenue, 18th Floor
New York, NY, 10022