Form D · Other Real Estate

Phoenix 2011 Partners, L.P.

Dallas, TX · CIK 0001514869

Offering snapshot reported Mar 23, 2011 · SEC filing

Reported sold
$23.6M
Offering amount: $50M
Investors reported
41
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Mar 11, 2011
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 23, 2011Initial$23,585,000No comparison41SEC 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
021-157218

Source: Form D, filed Mar 23, 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 2011 PARTNERS, L.P.

Investment adviser: PHOENIX CAPITAL REALTY ADVISORS, LLC

Gross asset value
$14M
Beneficial owners
44
ADV minimum commitment
$500K

Reported in Form ADV on May 8, 2019. 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 BANK, N.A. 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

BKM SOWAN HORAN
PCAOB 5127

TEXAS CAPITAL BANK, N.A.
LEI 38PG5GG0OEQK4QMSKE59

Filing source

Form ADV 1319557 · May 8, 2019 · Schedule D 7.B.(1), fund 805-4565679248

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
Stephen Mastor Executive
* Phoenix 2011 Gp, Llc Promoter
* Phoenix Capital Partners, Ltd. Promoter
Bruce Williams Executive

Issuer details

Industry: Other Real Estate (See others in industry)

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