Form D · Residential

RAYMOND JAMES CALIFORNIA HOUSING OPPORTUNITIES FUND V L.L.C.

Saint Petersburg, FL · CIK 0001661337

Offering snapshot reported Jan 29, 2016 · SEC filing

Reported sold
$162M
Offering amount: $175M
Investors reported
8
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Dec 15, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$81M$162MDec 24, 2015: $4,000,000.00Dec 24, 2015Jan 29, 2016: $162,000,000.00Jan 29, 2016

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$4,000,000 → $162,000,000
  • Reported investors2 → 8

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 29, 2016Amendment$162,000,000$158,000,000vs Dec 24, 20158SEC filing
Dec 24, 2015Initial$4,000,000No comparison2SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$810K (estimated)
Finders' fees
$0
Form D file number
021-253846
It is not anticipated that there will be additional amounts sold. Additional amounts may be sold only with the consent of Two-Thirds Majority Interest of the current investors.
With respect to amount sold.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Raymond James Tax Credit Funds, Inc.None
Aline Rose Lavelle1234354Moors & Cabot · CRD 594

Source: Form D, filed Jan 29, 2016. 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.

People and organizations reported in Form D filings
NameReported role
Gwen H. Benton Executive
Richard L. Cargo Director, Executive
James A. Horvick Executive
Steven J. Kropf Director, Executive
Brian C. Lynch Executive
Toni S. Matthews Executive
J. Davenport Mosby, Iii Director
Corporation Raymond James Tax Credit Funds, Inc. Executive, Promoter
Limited Liability Company Rj Chof V L.L.C. Executive
W. Samuel Shupe Executive

Issuer details

Industry: Residential (See others in industry)

Address:
880 Carillon Parkway Dept. 05485
Saint Petersburg, FL, 33716