Form D · Other Investment Fund
Momentum Real Estate Fund IV, LLC
Miami, FL · CIK 0001847608
Offering snapshot reported Jul 14, 2023 · SEC filing
- Reported sold
- $54.1M Offering amount: $54.1M
- Investors reported
- 73 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 19, 2021 As reported in this filing
Fundraising history
Reported soldDates 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$45,600,000 → $54,115,000
- Reported investors59 → 73
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 14, 2023 | Amendment | $54,115,000 | $8,515,000vs Apr 13, 2023 | 73 | SEC filing |
| Apr 13, 2023 | Amendment | $45,600,000 | $14,400,000vs Oct 11, 2022 | 59 | SEC filing |
| Oct 11, 2022 | Amendment | $31,200,000 | $2,775,000vs Jul 26, 2022 | 54 | SEC filing |
| Jul 26, 2022 | Amendment | $28,425,000 | $8,550,000vs Mar 14, 2022 | 47 | SEC filing |
| Mar 14, 2022 | Amendment | $19,875,000 | $19,375,000vs Mar 5, 2021 | 38 | SEC filing |
| Jan 26, 2022 | Amendment | $14,025,000 | $13,525,000vs Mar 5, 2021 | 28 | SEC filing |
| Dec 16, 2021 | Amendment | $11,650,000 | $11,150,000vs Mar 5, 2021 | 19 | SEC filing |
| Nov 2, 2021 | Amendment | $7,000,000 | $6,500,000vs Mar 5, 2021 | 13 | SEC filing |
| Jul 21, 2021 | Amendment | $5,150,000 | No comparison | Not reported | SEC filing |
| Mar 5, 2021 | Initial | $500,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $700K
- Finders' fees
- $0
- Form D file number
- 021-391315
Total Offering Amount and Total Amount Sold in Item 13 and number of investors in Item 14 below does not include sales to non-U.S. investors pursuant to Regulation S
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| GFG Securities, LLC | 132602 |
Source: Form D, filed Jul 14, 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 |
|---|---|
| Jeff Carron | Executive |
| Eduardo Gruener | Executive |
| Mauricio Gruener | Executive |
| N/A Momentum Real Estate Partners, Llc | Director |
| . Momentum Real Estate Partners, Llc | Executive |
| Santiago Peredo | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Miami, FL, 33131