Form D · Residential

Prime Oceanside Investments, L.P.

San Francisco, CA · CIK 0001461514

Offering snapshot reported Apr 15, 2009 · SEC filing

Reported sold
$18M
Offering amount: $20.3M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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 15, 2009Initial$18,000,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-130253

Source: Form D, filed Apr 15, 2009. 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

PRIME OCEANSIDE INVESTMENTS, L.P.

Investment adviser: PRIME FINANCE ADVISOR, L.P.

Gross asset value
$245M
Beneficial owners
32
ADV minimum commitment
$100K

Reported in Form ADV on May 3, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor NOVOGRADAC & COMPANY, LLP WALNUT CREEK, California, United States
Custodian WELLS FARGO BANK, NA SAN FRANCISCO, California, United States Related to adviser: No
Custodian WELLS FARGO SECURITIES, LLC SAN FRANCISCO, California, 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

NOVOGRADAC & COMPANY, LLP
PCAOB 474

WELLS FARGO SECURITIES, LLC
SEC 8-65876

Filing source

Form ADV 1759955 · May 3, 2023 · Schedule D 7.B.(1), fund 805-5198942655

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
John C. Atwater Executive
Llc Construction Management Resources Group Executive
Llc Prime Oceanside Acquisition Executive

Issuer details

Industry: Residential (See others in industry)

Address:
C/O Prime Group, Inc. 50 California Street, Suite 3240
San Francisco, CA, 94111