Form D · Commercial
Madison Charleston Opportunity Fund IX, LLC
Charlotte, NC · CIK 0002000340
Offering snapshot reported Dec 20, 2023 · SEC filing
- Reported sold
- $1.7M Offering amount: $4.6M
- Investors reported
- 5 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Sep 22, 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 |
|---|---|---|---|---|---|
| Dec 20, 2023 | Initial | $1,700,000 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $460K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-500229
Up to 10% of the gross offering proceeds for the membership interests
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Ross Fredrick Brannon | 5875036 | Coastal Equities, Inc. · CRD 23769 |
| Matthew Mitchell Chancey | 5645874 | Coastal Equities, Inc. · CRD 23769 |
Source: Form D, filed Dec 20, 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 |
|---|---|
| Ryan Hanks | Director, Executive |
| Na Mcg Foundry Manager, Llc | Director, Promoter |
| Joe F. Teague, Jr. | Director, Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:
6805 Carnegie Blvd. Suite 120
Charlotte, NC, 28211
Charlotte, NC, 28211