Form D · Other Real Estate

Red Dot Holdings IV REIT, LLC

Louisville, CO · CIK 0001910589

Offering snapshot reported Feb 13, 2023 · SEC filing

Reported sold
$8.72M
Offering amount: $8.72M
Investors reported
125
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Jan 26, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.36M$8.72MFeb 11, 2022: $125,000.00Feb 11, 2022Feb 13, 2023: $8,715,674.00Feb 13, 2023

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$125,000 → $8,715,674

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 13, 2023Amendment$8,715,674$8,590,674vs Feb 11, 2022125SEC filing
Feb 11, 2022Initial$125,000No comparison125SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$6.25K
Finders' fees
$0
Form D file number
021-433425
The sales commission payable to H & L Equities, LLC is $6250. There are no separate finder fees expenses.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Charles B. Harrison3071551H & L Equities, LLC · CRD 113794
Christopher Scott Harrison4981070H & L Equities, LLC · CRD 113794
Patrick Jones Whelchel5389090H & L Equities, LLC · CRD 113794
Lori Dunn Mayfield4899271H & L Equities, LLC · CRD 113794
Charles B Mathes5980160H & L Equities, LLC · CRD 113794

Source: Form D, filed Feb 13, 2023. 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
Jarrad N/A Bourger Executive
Jordan N/A Kozar Executive
N/A N/A Red Dot Holdings Iv Gp, Llc Executive
N/A N/A Red Dot Holdings Iv, Lp Executive
N/A N/A Yeoman Asset Management, Llc Executive
N/A N/A Yeoman Capital Partners, Llc Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
248 Centennial Parkway Suite 100
Louisville, CO, 80027