Form D · Private Equity Fund

COASTAL REAL ESTATE FUND VII, LLC

Winter Park, FL · CIK 0001940384

Offering snapshot reported Aug 1, 2022 · SEC filing

Reported sold
$2M
Offering amount: $2M
Investors reported
18
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jul 15, 2022
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
Aug 1, 2022Initial$2,000,000No comparison18SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-454377

Source: Form D, filed Aug 1, 2022. 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

COASTAL REAL ESTATE FUND VII, LLC

Investment adviser: COASTAL INVESTMENT COMPANY, LLC

Gross asset value
$2M
Beneficial owners
18
ADV minimum commitment
$50K

Reported in Form ADV on Sep 13, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Marketer BARR, TRAVIS JON WINTER PARK, Florida, United States Related to adviser: Yes
Marketer DAVID BAXTER ORLANDO, Florida, United States Related to adviser: No
Marketer LOGAN BERKOWITZ WINTER PARK, Florida, United States Related to adviser: No
Marketer MATTHEW WELSH CLERMONT, Florida, United States Related to adviser: No
Marketer PATRICK PIXLEY ORLANDO, Florida, United States Related to adviser: No
Marketer RICHARD HAYES ORLANDO, Florida, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes
Filing source

Form ADV 1668655 · Sep 13, 2022 · Schedule D 7.B.(1), fund 805-5360925516

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
Keith Ahrens Executive
Tyler Bloechinger Executive
Gregory Meerbaum Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
126 South Park Avenue Suite C
Winter Park, FL, 32789