Form D · Pooled Investment Fund

Phoenix 2009 Partners, L.P.

Dallas, TX · CIK 0001455323

Offering snapshot reported Feb 5, 2009 · SEC filing

Reported sold
$27.8M
Offering amount: $150M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 5, 2009Initial$27,750,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-126578

Source: Form D, filed Feb 5, 2009. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

PHOENIX 2009 PARTNERS, L.P.

Investment adviser: PHOENIX CAPITAL REALTY ADVISORS, LLC

Gross asset value
$197K
Beneficial owners
28
ADV minimum commitment
$250K

Reported in Form ADV on Sep 29, 2017. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BKM SOWAN HORAN ADDISON, Texas, United States
Custodian TEXAS CAPITAL BANCSHARES, INC. DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1136219 · Sep 29, 2017 · Schedule D 7.B.(1), fund 805-8927177497

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
NameReported role
Hammond Heath Executive
David Heath Executive
Stephen J. Mastor Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5495 Belt Line Road Suite 340
Dallas, TX, 75254