Form D · Residential

PHP TX LLC

San Diego, CA · CIK 0001640458

Offering snapshot reported Apr 27, 2015 · SEC filing

Reported sold
$3.66M
Offering amount: $6M
Investors reported
20
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 24, 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
Apr 27, 2015Initial$3,660,000No comparison20SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-238683

Source: Form D, filed Apr 27, 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

PHP TX LLC

Investment adviser: GUPTA WEALTH MANAGEMENT, LLC

Gross asset value
$6M
Beneficial owners
20
ADV minimum commitment
$0

Reported in Form ADV on Mar 30, 2016. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ASHLAND PARTNERS & COMPANY LLP JACKSONVILLE, Oregon, United States
Custodian FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. SMITHFIELD, Rhode Island, 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

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
SEC 8-35097

Filing source

Form ADV 992467 · Mar 30, 2016 · Schedule D 7.B.(1), fund 805-3325140228

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
Ajay Kumar Gupta Director, Executive
Brian Krause Director, Executive
Jeffrey Scott Mc Culloch Director, Executive

Issuer details

Industry: Residential (See others in industry)

Address:
12760 High Bluff Drive Suite 120
San Diego, CA, 92130