Form D · REITS and Finance
Montecito Medical Office IV REIT LLC
Nashville, TN · CIK 0002053828
Offering snapshot reported Jan 28, 2025 · SEC filing
- Reported sold
- $125K Offering amount: $125K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Jan 28, 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 28, 2025 | Initial | $125,000 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6.25K
- Finders' fees
- $0
- Form D file number
- 021-536547
SERIES A REDEEMABLE CUMULATIVE PREFERRED STOCK
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| ICA, LLC | 145235 |
Source: Form D, filed Jan 28, 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 Conk | Executive |
| Chris Conk | Executive |
| Joellyn Shannon | Executive |
| Bryan Skelton | Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
3807 Cleghorn Avenue, Suite 903
Nashville, TN, 37215
Nashville, TN, 37215