Form D · Other Real Estate

Historic Preservation Fund 2014 LLC

Cleveland, OH · CIK 0001611885

Offering snapshot reported Jul 2, 2014 · SEC filing

Reported sold
$125K
Offering amount: $50M
Investors reported
1
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jun 25, 2014
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
Jul 2, 2014Initial$125,000No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-220240

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
NoneNone

Source: Form D, filed Jul 2, 2014. 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

HISTORIC PRESERVATION FUND 2014 LLC

Investment adviser: PRESERVATION FUND MANAGEMENT LLC

Gross asset value
$22.3M
Beneficial owners
89
ADV minimum commitment
$100K

Reported in Form ADV on Feb 2, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GBX ASSOCIATES LLC CLEVELAND, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COHEN & COMPANY, LTD CLEVELAND, Ohio, United States
Custodian DOLLAR BANK FEDERAL SAVINGS BANK CLEVELAND, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

COHEN & COMPANY, LTD
PCAOB 925

Filing source

Form ADV 2048216 · Feb 2, 2026 · Schedule D 7.B.(1), fund 805-9648102380

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
James F Koehler Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
1303 Prospect Avenue, East Suite 200
Cleveland, OH, 44115