Form D · Other Investment Fund

CV QOZ Partners A-4, LP

New York, NY · CIK 0001791658

Offering snapshot reported Oct 30, 2019 · SEC filing

Reported sold
$5.03M
Indefinite offering
Investors reported
52
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Oct 18, 2019
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
Oct 30, 2019Initial$5,025,853No comparison52SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.5, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$90.9K (estimated)
Finders' fees
$0
Form D file number
021-352129
In Item 11, the general partner may, at its discretion, accept subscriptions of lesser amounts.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
CITI PRIVATE ADVISORY, LLC153777
CITIGROUP GLOBAL MARKETS INC.7059
CAIS CAPITAL LLC154512

Source: Form D, filed Oct 30, 2019. 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
Ralph J. Belford Executive
Edward L. Carey Executive
Cv Qoz Partners A 4 Gp, Llc Cv Qoz Partners A 4 Gp, Llc Director
Stephen J. Furnary Executive
David Gilbert Executive
Hugh Macdonnell Executive
Craig Tagen Executive
Patrick J. Tully, Jr. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
230 Park Avenue 12 Th Floor
New York, NY, 10169