Form D · Other Investment Fund
CanAm Texas Regional Center, LP IV
New York, NY · CIK 0001949431
Offering snapshot reported Mar 27, 2023 · SEC filing
- Reported sold
- $104M Offering amount: $109M
- Investors reported
- 121 Form D · investor count
- Minimum accepted
- $870K Reported outside-investor minimum
- First sale
- Sep 21, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 121
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 27, 2023 | Amendment | $104,012,354 | No comparison | 121 | SEC filing |
| Oct 7, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $22.8M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-461189
Placement agents retained by the Company may receive up to 2% annually of each subscribing investor's investment amount and a one-time administration fee. Indicates maximum amount.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| CanAm Investor Services, LLC | 158539 | Peter Whitney Calabrese · CRD 4590054 |
Source: Form D, filed Mar 27, 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.
| Name | Reported role |
|---|---|
| Delaware Limited Liability Company Can Am Texas Regional Center, Llc | Promoter |
| Delaware Limited Liability Company Can Am Tx Gp Iv, Llc | Director, Executive |
| Tom Rosenfeld | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
48 Wall Street 24 Th Floor
New York, NY, 10005
New York, NY, 10005