Form D · Other

IOF IX, LLC

Denver, CO · CIK 0001613452

Offering snapshot reported May 3, 2024 · SEC filing

Reported sold
$4.59M
Indefinite offering
Investors reported
10
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 27, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.29M$4.59MJul 14, 2014: $4,325,000.00Jul 14, 2014May 4, 2023: $4,587,000.00May 3, 2024: $4,587,000.00May 3, 2024

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 3, 2024Amendment$4,587,000$0vs May 4, 202310SEC filing
May 4, 2023Amendment$4,587,000$262,000vs Jul 14, 201410SEC filing
Jul 14, 2014Initial$4,325,000No comparison9SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-220887

Source: Form D, filed May 3, 2024. 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

IOF IX, LLC

Investment adviser: TITLECARD CAPITAL GROUP, LLC

Gross asset value
$10.9M
Beneficial owners
10
ADV minimum commitment
$50K

Reported in Form ADV on Mar 30, 2020. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian MIDFIRST BANK DENVER, Colorado, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1397256 · Mar 30, 2020 · Schedule D 7.B.(1), fund 805-3647276219

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
N/A Cherry Creek Family Offices, Llc Executive
. Impact Opportunities Fund Management, Llc Director, Promoter

Issuer details

Industry: Other (See others in industry)

Address:
210 University Blvd., Suite 650
Denver, CO, 80206