Form D · REITS and Finance
JIA LV Participation Fund, LLC
Scottsdale, AZ · CIK 0001829882
Offering snapshot reported Oct 27, 2020 · SEC filing
- Reported sold
- Yet to sell Offering amount: $15M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 27, 2020 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund, Other
- 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
- 021-378881
Offering of up to $10 million of Interests with a $5,000,000 overallotment option. No minimum offering amount.
Limited liability company interests
Source: Form D, filed Oct 27, 2020. 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
JIA LV PARTICIPATION FUND, LLC
Investment adviser: JUNIPER INVESTMENT ADVISORS, LLC
- Gross asset value
- $9.33M
- Beneficial owners
- 49
- ADV minimum commitment
- $100K
Reported in Form ADV on Jul 24, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY US, LLP
PCAOB 23
BANK OF SOUTHERN CALIFORNIA, N.A.
LEI 984500F8PR8F79EEHZ61
Filing source
Form ADV 1889456 · Jul 24, 2024 · Schedule D 7.B.(1), fund 805-5098433640
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.
| Name | Reported role |
|---|---|
| Lawrence D. Bain | Director, Executive |
| N/A Jia Lvpf Manager, Llc | Director, Executive |
| N/A Juniper Investment Advisors, Llc | Director, Executive |
| N/A Juniper Real Estate Llc | Director, Executive |
| Alejandro Krys | Director, Executive |
| Armand Reale | Director, Executive |
| Jonathan Strain | Director, Executive |
| Jay Wolf | Director, Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:Scottsdale, AZ, 85253