Form D · Other Real Estate
PNC LIHTC Fund 97, LLC
Portland, OR · CIK 0002092620
Offering snapshot reported Dec 23, 2025 · SEC filing
- Reported sold
- $102M Offering amount: $102M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $102M Reported outside-investor minimum
- First sale
- Dec 18, 2025 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 |
|---|---|---|---|---|---|
| Dec 23, 2025 | Initial | $101,644,104 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5, 3C.6
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $215K
- Finders' fees
- $0
- Form D file number
- 021-567989
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Compass Securities Corporation | 16168 |
Source: Form D, filed Dec 23, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Dustin Berry | Executive |
| Kristin Biehl | Executive |
| Kristi Bonacci | Executive |
| Kyle Cox | Executive |
| Todd Crow | Executive |
| Vicki Crowner | Executive |
| Andrew Fritz | Executive |
| Marisa Gentile | Executive |
| Cari Gill | Executive |
| David Hasselwander | Executive |
| Rachelle Hesterlee | Executive |
| Annika Holte | Executive |
| Christine Hruska | Executive |
| Ashlie Johnson | Executive |
| Timothy Leybold | Executive |
| Blair Miicke | Executive |
| Daniel Mullinger | Executive |
| Joy O'brien | Executive |
| N/A Pnc Bank, National Association | Promoter |
| N/A Pnc Lihtc Fund 97 Mm, Llc | Promoter |
| Lauren Praechter | Executive |
| James Price | Executive |
| Renee Racicot | Executive |
| Omar Rosas | Executive |
| David Rouse | Executive |
| Megan Ryan | Executive |
| Julie Safley | Executive |
| Daniel Safley | Executive |
| Monica Sharp | Executive |
| Lisa Williams | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
805 Sw Broadway, Suite 2200 Mailstop: Y7 Yftp 22 1
Portland, OR, 97205-3339
Portland, OR, 97205-3339