Form D · Other Investment Fund
Montecito Medical Office Feeder Fund IV (I) LP
Nashville, TN · CIK 0002054184
Offering snapshot reported Jan 29, 2025 · SEC filing
- Reported sold
- $50M Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 14, 2025 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 |
|---|---|---|---|---|---|
| Jan 29, 2025 | Initial | $50,000,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $625K
- Finders' fees
- $0
- Form D file number
- 021-536755
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| West Point Partners, LLC | None | GT Securities · CRD 116012 |
Source: Form D, filed Jan 29, 2025. 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 |
|---|---|
| Edward W. Conk | Executive |
| Christopher Conk | Executive |
| N/A Montecito Providers Gp Iv, Llc | Executive |
| Joelynn Shannon | Executive |
| Bryan Skelton | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
3807 Cleghorn Avenue, Suite 903
Nashville, TN, 37125
Nashville, TN, 37125