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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 28, 2017Initial$2,147,602No comparison22SEC 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

Custodian TEXAS CAPITAL BANCSHARES, INC. DALLAS, Texas, United States Related to adviser: No
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.

People and organizations reported in Form D filings
NameReported role
Stephen J. Mastor Director, Executive, Promoter

Issuer details

Industry: Commercial (See others in industry)

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