Form D · Other Real Estate
Phoenix Real Estate Fund IX, L.P.
Addison, TX · CIK 0001756864
Offering snapshot reported Nov 15, 2019 · SEC filing
- Reported sold
- $231M Indefinite offering
- Investors reported
- 284 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 20, 2018 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 |
|---|---|---|---|---|---|
| Nov 15, 2019 | Amendment | $231,330,001 | No comparison | 284 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- Not reported
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| CSP Securities, LP | 136941 | |
| Aqueduct Capital Group, LLC | 131452 |
Source: Form D, filed Nov 15, 2019. 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 |
|---|---|
| Stephen J. Mastor | Director, Executive |
| (General Partner) Phoenix Fund Ix Gen Par, L.P. | Director |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
15725 N. Dallas Parkway Suite 230
Addison, TX, 75001
Addison, TX, 75001