Form D · Other Investment Fund
Halstatt Real Estate Partners Fund IV, L.P.
Naples, FL · CIK 0001877883
Offering snapshot reported Mar 20, 2023 · SEC filing
- Reported sold
- $130M Indefinite offering
- Investors reported
- 39 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 1, 2021 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 39
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 20, 2023 | Amendment | $129,850,000 | No comparison | 39 | SEC filing |
| Sep 30, 2021 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $950K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-415140
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| AccessAlpha Worldwide LLC | 142279 | |
| Invicta Capital, LLC | 288101 |
Source: Form D, filed Mar 20, 2023. 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.
| Name | Reported role |
|---|---|
| Patrick George | Director, Executive |
| N/A Halstatt Management Company, Llc | Promoter |
| N/A Halstatt Real Estate Partners Gp Iv, Llc | Promoter |
| Steven Iannaccone | Director |
| Peggy Lamb | Director |
| Katherine G Sproul | Director, Executive |
| Robert J Sullivan Iii | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
2640 Golden Gate Parkway, Ste 105
Naples, FL, 34105
Naples, FL, 34105