Form D · Commercial
PHOENIX 2010 PARTNERS, L.P.
Dallas, TX · CIK 0001510390
Offering snapshot reported Jan 14, 2011 · SEC filing
- Reported sold
- $40.4M Offering amount: $150M
- Investors reported
- 55 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jan 19, 2010 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 →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 14, 2011 | Initial | $40,390,000 | No comparison | 55 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-153784
Source: Form D, filed Jan 14, 2011. 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 2010 PARTNERS, L.P.
Investment adviser: PHOENIX CAPITAL REALTY ADVISORS, LLC
- Gross asset value
- $25.2M
- Beneficial owners
- 60
- ADV minimum commitment
- $100K
Reported in Form ADV on May 5, 2020. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BKM SOWAN HORAN
PCAOB 5127
TEXAS CAPITAL BANK, N.A.
LEI 38PG5GG0OEQK4QMSKE59
Filing source
Form ADV 1420163 · May 5, 2020 · Schedule D 7.B.(1), fund 805-2962113543
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.
| Name | Reported role |
|---|---|
| David Heath | Executive |
| John Howard | Director |
| Stephen J Mastor | Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:Dallas, TX, 75254