Form D · Other Investment Fund

Montecito Medical Office Fund IV (Physician) LP

Nashville, TN · CIK 0001985276

Offering snapshot reported Dec 27, 2024 · SEC filing

Reported sold: $44.1M
Investors reported: 135
Minimum accepted: $0
First sale: Nov 17, 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$42,520,000 → $44,135,000

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 27, 2024	Amendment	$44,135,000	$1,615,000vs Dec 4, 2023	135	SEC filing
Dec 4, 2023	Initial	$42,520,000	No comparison	135	SEC filing

Offering details

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

Sales commissions: $160K
Finders' fees: $0
Form D file number: 021-498763

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Harpeth Securities, LLC	109821

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