Form D · Commercial
PHX - Avery Pointe, L.P.
Addison, TX · CIK 0001702132
Offering snapshot reported Mar 28, 2017 · SEC filing
- Reported sold
- $2.15M Offering amount: $2.15M
- Investors reported
- 22 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Jul 17, 2012 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 |
|---|---|---|---|---|---|
| Mar 28, 2017 | Initial | $2,147,602 | No comparison | 22 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-283431
Source: Form D, filed Mar 28, 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
PHX - AVERY POINTE, L.P.
Investment adviser: PHOENIX CAPITAL REALTY ADVISORS, LLC
- Gross asset value
- $8.39M
- Beneficial owners
- 22
- ADV minimum commitment
- $100K
Reported in Form ADV on Sep 29, 2017. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 1136219 · Sep 29, 2017 · Schedule D 7.B.(1), fund 805-8046314359
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 | Director, Executive, Promoter |
Issuer details
Industry: Commercial (See others in industry)
Address:Addison, TX, 75001