Form D · Other Real Estate

Phoenix Real Estate Fund VII, L.P.

Addison, TX · CIK 0001656517

Offering snapshot reported Oct 23, 2015 · SEC filing

Reported sold
$62.9M
Offering amount: $100M
Investors reported
43
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Oct 19, 2015
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
Oct 23, 2015Initial$62,925,000No comparison43SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-249937

Source: Form D, filed Oct 23, 2015. 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 REAL ESTATE FUND VII, L.P.

Investment adviser: PHOENIX CAPITAL REALTY ADVISORS, LLC

Gross asset value
$38.7M
Beneficial owners
194
ADV minimum commitment
$1M

Reported in Form ADV on Apr 30, 2021. 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 MAPLEMARK BANK, N.A. DALLAS, Texas, United States Related to adviser: No
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

MAPLEMARK BANK, N.A.
LEI 2549006V23YD1XWUR350

TEXAS CAPITAL BANK, N.A.
LEI 38PG5GG0OEQK4QMSKE59

Filing source

Form ADV 1534265 · Apr 30, 2021 · Schedule D 7.B.(1), fund 805-7876411500

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 J. Mastor Executive
* Phoenix Fund Vii Gen Par, L.P. Promoter
* Phoenix Vii Gp, Llc Promoter
Andrew Scott Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
15725 Dallas Parkway, Suite 230
Addison, TX, 75001