Form D · Other Investment Fund

Caliber Tax Advantaged Opportunity Zone Fund, LP

Scottsdale, AZ · CIK 0001759663

Offering snapshot reported May 11, 2022 · SEC filing

Reported sold
$160M
Offering amount: $500M
Investors reported
335
Form D · investor count
Minimum accepted
$12.5K
Reported outside-investor minimum
First sale
Oct 4, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$79.9M$160MJun 27, 2019: $12,870,000.00Jun 27, 2019Jul 20, 2020: $60,743,503.00Jul 20, 2020Sep 29, 2020: $61,195,617.00Oct 9, 2020: $61,195,617.00May 11, 2021: $83,411,010.00May 11, 2021May 11, 2022: $159,767,733.00May 11, 2022

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$83,411,010 → $159,767,733
  • Reported investors185 → 335

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 11, 2022Amendment$159,767,733$76,356,723vs May 11, 2021335SEC filing
May 11, 2021Amendment$83,411,010$70,541,010vs Jun 27, 2019185SEC filing
Oct 9, 2020Amendment$61,195,617$0vs Sep 29, 2020114SEC filing
Sep 29, 2020Amendment$61,195,617$48,325,617vs Jun 27, 2019114SEC filing
Jul 20, 2020Amendment$60,743,503$47,873,503vs Jun 27, 2019110SEC filing
Jun 27, 2019Initial$12,870,000No comparison17SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$1.41M
Finders' fees
$0
Form D file number
021-342939

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Tobin & Company Securities LLC137918
Patrick Capital Markets, LLC16518

Source: Form D, filed May 11, 2022. 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
John Christopher Loeffler Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
8901 East Mountain View Road Suite 150
Scottsdale, AZ, 85258