Form D · Other Real Estate

Flatirons Self-Storage IV DST

Houston, TX · CIK 0001837327

Offering snapshot reported Feb 2, 2021 · SEC filing

Reported sold
$10.1M
Offering amount: $22.4M
Investors reported
44
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 24, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.04M$10.1MJan 8, 2021: $4,650,239.00Jan 8, 2021Feb 2, 2021: $10,080,735.00Feb 2, 2021

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.

  • Reported sold$4,650,239 → $10,080,735
  • Reported investors21 → 44

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 2, 2021Amendment$10,080,735$5,430,496vs Jan 8, 202144SEC filing
Jan 8, 2021Initial$4,650,239No comparison21SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.13M (estimated)
Finders' fees
$0
Form D file number
021-385616
This estimate assumes the sale of the total offering amount.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Emerson Equity LLC130032
Lightpath Capital, Inc.34617
Insight Investment Advisers LLC286497
Apollon Wealth Management, LLC291902
Growth Capital Services, Inc.124658
Willow Cove Investment Group, Inc.107824
Thornhill Securities, Inc.22333
Great Point Capital LLC114203
Cabin Securities, Inc.137608
Western International Securities, Inc.39262
Money Concepts Capital Corp12963
Conover Securities Corporation17129
McDermott Investment Services, LLC154926

Source: Form D, filed Feb 2, 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
Jose Bolanos Director
Trevor Brock Director
N/A Flatirons Asset Management, Llc Director
N/A Flatirons Operating, Llc Director
N/A Flatirons Self Storage Iv Dst Manager, Llc Director
David Hollon Director
Kate Matheny Director

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
10000 Memorial Drive Suite 740
Houston, TX, 77024