Form D · Other Real Estate

Phoenix Real Estate Fund VIII, L.P.

Addison, TX · CIK 0001718803

Offering snapshot reported Oct 5, 2017 · SEC filing

Reported sold
$208M
Offering amount: $208M
Investors reported
228
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Jul 21, 2017
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 →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 5, 2017Initial$208,390,001No comparison228SEC 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
021-296096

Source: Form D, filed Oct 5, 2017. 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 VIII, L.P.

Investment adviser: PHOENIX CAPITAL REALTY ADVISORS, LLC

Gross asset value
$619M
Beneficial owners
255
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 RSM US, LLP DALLAS, Texas, United States
Custodian TEXAS CAPITAL BANK, N.A. DALLAS, Texas, United States Related to adviser: No
Marketer AQUEDUCT CAPITAL GROUP, LLC CHARLOTTE, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

RSM US, LLP
PCAOB 49

TEXAS CAPITAL BANK, N.A.
LEI 38PG5GG0OEQK4QMSKE59

AQUEDUCT CAPITAL GROUP, LLC
CRD 131452 · SEC 8-66464

Filing source

Form ADV 1534265 · Apr 30, 2021 · Schedule D 7.B.(1), fund 805-9961661225

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 Viii Gen Par, L.P. Promoter
* Phoenix Viii Gp, Llc Promoter
Andrew Scott Executive

Issuer details

Industry: Other Real Estate (See others in industry)

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