Form D · Investing

Community Capital Fund IV LLC

Pocatello, ID · CIK 0001945506

Offering snapshot reported Oct 14, 2022 · SEC filing

Reported sold
$1.8M
Offering amount: $1.8M
Investors reported
13
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Aug 15, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$900K$1.8MSep 6, 2022: $1,800,000.00Sep 6, 2022Oct 14, 2022: $1,800,000.00Oct 14, 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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 14, 2022Amendment$1,800,000$0vs Sep 6, 202213SEC filing
Sep 6, 2022Initial$1,800,000No comparison13SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-457935

Source: Form D, filed Oct 14, 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

COMMUNITY CAPITAL FUND IV LLC

Investment adviser: SANCTUARY WEALTH MANAGEMENT, LLC

Gross asset value
$2M
Beneficial owners
15
ADV minimum commitment
$100K

Reported in Form ADV on Nov 28, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor LMHS NORWELL, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

LMHS
PCAOB 3373

Filing source

Form ADV 1797952 · Nov 28, 2023 · Schedule D 7.B.(1), fund 805-7965704143

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
N/A Community Capital Llc Executive
G. Clay Esplin Executive
Joel Phillips Executive
Brett Robison Executive

Issuer details

Industry: Investing (See others in industry)

Address:
275 S 5 Th Ave, Ste 151
Pocatello, ID, 83201