Form D · Other Investment Fund
LCOZ Fund IV, LLC
Chesterfield, MO · CIK 0001974444
Offering snapshot reported Apr 28, 2023 · SEC filing
- Reported sold
- $332K Offering amount: $20M
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $75K Reported outside-investor minimum
- First sale
- Apr 11, 2023 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 28, 2023 | Initial | $332,318 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06c, 3C, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-480382
Larson Financial Securities, LLC is entitled to a "Selling Fee" based on a percentage of certain capital contributions made to the issuer as outlined in the offering documents. Such amount is indeterminable at this time.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Larson Financial Securities, LLC | 152517 |
Source: Form D, filed Apr 28, 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 |
|---|---|
| Paul Larson | Executive |
| Larson Capital Management, Llc | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
14567 North Outer 40 Road, Suite 500
Chesterfield, MO, 63017
Chesterfield, MO, 63017