Form D · Other Investment Fund

Montecito Medical Office Fund IV (Institutional) LP

Nashville, TN · CIK 0001984954

Offering snapshot reported Dec 27, 2024 · SEC filing

Reported sold: $166M
Investors reported: 4
Minimum accepted: $0
First sale: Dec 28, 2023

Fundraising history

Reported sold

Dates 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$70,000,000 → $166,000,000
Reported investors3 → 4

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 27, 2024	Amendment	$166,000,000	$96,000,000vs Jan 12, 2024	4	SEC filing
Jan 12, 2024	Initial	$70,000,000	No comparison	3	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06c
Duration over one year: No
Business combination: No

Sales commissions: $1.89M
Finders' fees: $0
Form D file number: 021-502296

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 Dec 27, 2024. 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.

People and organizations reported in Form D filings
Name	Reported role
Edward W. Conk	Executive
Christopher Conk	Executive
Brian J. Maas	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, 37215