Form D · REITS and Finance

CP Investment VII REIT 5

San Francisco, CA · CIK 0001896871

Offering snapshot reported Dec 7, 2021 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Yet to occur
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
Dec 7, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$6.25K
Finders' fees
$0
Form D file number
021-424010

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Charles Harrison3071551H & L Equities, LLC · CRD 113794
Lori Mayfield4899271H & L Equities, LLC · CRD 113794
Patrick Whelchel5389090H & L Equities, LLC · CRD 113794
Scott Harrison4981070H & L Equities, LLC · CRD 113794
Charles Mathes5980160H & L Equities, LLC · CRD 113794

Source: Form D, filed Dec 7, 2021. 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
Daniel Garibaldi Executive
Matthew Golden Executive
Michael G. Halper Executive
Henry S. Hilberg Iii Executive
Dennis Markus Executive
N/A Reit Funding, Llc Promoter
Brian Smith Executive
Liz Tennican Executive
Ron Zeff Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
Carmel Partners Group, Llc 1000 Sansome Street, First Floor
San Francisco, CA, 94111