Form D · Residential

JEN IV LP

New York, NY · CIK 0001567263

Offering snapshot reported Jan 29, 2014 · SEC filing

Reported sold
$140M
Indefinite offering
Investors reported
90
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Feb 28, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$70M$140MMar 14, 2013: $89,700,000.00Mar 14, 2013Jan 29, 2014: $139,900,000.00Jan 29, 2014

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$89,700,000 → $139,900,000
  • Reported investors63 → 90

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 29, 2014Amendment$139,900,000$50,200,000vs Mar 14, 201390SEC filing
Mar 14, 2013Initial$89,700,000No comparison63SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$560K
Finders' fees
$0
Form D file number
021-193251

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
TRUMP SECURITIES LLC47107

Source: Form D, filed Jan 29, 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

JEN IV LP

Investment adviser: JEN MANAGEMENT, LLC

Gross asset value
$141M
Beneficial owners
90
ADV minimum commitment
$100K

Reported in Form ADV on Mar 30, 2016. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor MAYER HOFFMAN MCCANN CPAS NEW YORK, New York, United States
Custodian FIRST REPUBLIC BANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1000008 · Mar 30, 2016 · Schedule D 7.B.(1), fund 805-5035972922

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
Reuben S. Leibowitz Executive
Ethan Z. Leibowitz Executive

Issuer details

Industry: Residential (See others in industry)

Address:
551 Madison Avenue
New York, NY, 10022