Form D · Other Investment Fund

COASTAL REAL ESTATE FUND XIV, LLC

Winter Park, FL · CIK 0001996416

Offering snapshot reported Mar 12, 2024 · SEC filing

Reported sold
$4.71M
Offering amount: $10M
Investors reported
32
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Aug 11, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.35M$4.71MNov 17, 2023: $3,805,000.00Nov 17, 2023Dec 8, 2023: $4,355,000.00Dec 8, 2023Dec 15, 2023: $4,505,000.00Jan 9, 2024: $4,705,000.00Jan 9, 2024Mar 12, 2024: $4,705,000.00Mar 12, 2024

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 12, 2024Amendment$4,705,000$0vs Jan 9, 202432SEC filing
Jan 9, 2024Amendment$4,705,000$200,000vs Dec 15, 202332SEC filing
Dec 15, 2023Amendment$4,505,000$150,000vs Dec 8, 202332SEC filing
Dec 8, 2023Amendment$4,355,000$550,000vs Nov 17, 202329SEC filing
Nov 17, 2023Initial$3,805,000No comparison27SEC 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
021-497587

Source: Form D, filed Mar 12, 2024. 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 XIV, LLC

Investment adviser: COASTAL INVESTMENT COMPANY, LLC

Gross asset value
$4.61M
Beneficial owners
32
ADV minimum commitment
$100K

Reported in Form ADV on Apr 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor GRASSI ADVISORS NEW YORK, New York, United States
Custodian WINTER PARK NATIONAL BANK WINTER PARK, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

GRASSI ADVISORS
PCAOB 606

Filing source

Form ADV 2100998 · Apr 30, 2026 · Schedule D 7.B.(1), fund 805-9432409251

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, Promoter
Travis Barr Executive, Promoter
Tyler Bloechinger Executive, Promoter
Gregory Meerbaum Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
227 South Orlando Avenue Suite A 1
Winter Park, FL, 32789