Form D · Private Equity Fund
M-IV Lomita LLC
Fairway, KS · CIK 0001696253
Offering snapshot reported Apr 3, 2017 · SEC filing
- Reported sold
- $25.8M Offering amount: $25.8M
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $1.2M Reported outside-investor minimum
- First sale
- Sep 7, 2016 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 3, 2017 | Initial | $25,750,000 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-283879
Source: Form D, filed Apr 3, 2017. 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
M-IV LOMITA LLC
Investment adviser: PLATFORM INVESTMENTS, LLC
- Gross asset value
- $2.2M
- Beneficial owners
- 64
- ADV minimum commitment
- $1.2M
Reported in Form ADV on Oct 7, 2019. 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
- No
- External marketing
- No
BKD, LLP
PCAOB 686
Filing source
Form ADV 1348749 · Oct 7, 2019 · Schedule D 7.B.(1), fund 805-8114750900
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 |
|---|---|
| Ryan Anderson | Director, Executive |
| Terrance Anderson | Director, Executive |
| Martin Christoper Bicknell | Director, Executive |
| . Mariner Real Estate Management, Llc | Executive |
| . Mariner Rep Iv, Llc | Executive |
| Kyle Siner | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Fairway, KS, 66205