Form D · Other Real Estate
Phoenix Capital Realty Fund V, L.P.
Addison, TX · CIK 0001571690
Offering snapshot reported Apr 3, 2013 · SEC filing
- Reported sold
- $48.9M Offering amount: $60M
- Investors reported
- 81 Form D · investor count
- Minimum accepted
- $125K Reported outside-investor minimum
- First sale
- Mar 21, 2013 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 |
|---|---|---|---|---|---|
| Apr 3, 2013 | Initial | $48,900,000 | No comparison | 81 | 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
- 021-194439
Source: Form D, filed Apr 3, 2013. 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 CAPITAL REALTY FUND V, LP
Investment adviser: PHOENIX CAPITAL REALTY ADVISORS, LLC
- Gross asset value
- $66.4M
- Beneficial owners
- 100
- ADV minimum commitment
- $500K
Reported in Form ADV on Apr 30, 2021. 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 1534265 · Apr 30, 2021 · Schedule D 7.B.(1), fund 805-7148492117
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 |
|---|---|
| Stephen J. Mastor | Executive, Promoter |
| * Phoenix Capital General, Llc | Promoter |
| * Phoenix Capital Partners, Ltd. | Promoter |
| * Phoenix Fund V Gen Par, L.P. | Promoter |
| * Phoenix V Gp, Llc | Promoter |
| Bruce Williams | Executive, Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:Addison, TX, 75001