Form D · REITS and Finance
Penn Square IV REIT Holdco, LLC
Steamboat Springs, CO · CIK 0001797759
Offering snapshot reported Jan 2, 2020 · SEC filing
- Reported sold
- $125K Offering amount: $125K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Dec 20, 2019 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 2, 2020 | Initial | $125,000 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6.25K
- Finders' fees
- $0
- Form D file number
- 021-356901
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Iroquois Capital Advisors, LLC | 145235 |
Source: Form D, filed Jan 2, 2020. 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 |
|---|---|
| Jonathan Albro | Director |
| David Gilbert | Director |
| Michelle Levy | Director |
| Penn Square Iv U.S. Real Estate Fund, Lp N/A | Promoter |
| Richard Schaupp | Director |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
442 Lincoln Ave. Ste. 2 B
Steamboat Springs, CO, 80477-2947
Steamboat Springs, CO, 80477-2947