Form D · Residential
Rose Affordable Housing Preservation Fund IV, L.P.
New York, NY · CIK 0001675460
Offering snapshot reported Dec 27, 2017 · SEC filing
- Reported sold
- $175M Offering amount: $175M
- Investors reported
- 115 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Jun 13, 2016 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 115
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 27, 2017 | Amendment | $175,000,000 | No comparison | 115 | SEC filing |
| Jun 13, 2016 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-264896
Source: Form D, filed Dec 27, 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
ROSE AFFORDABLE HOUSING PRESERVATION FUND IV, L.P.
Investment adviser: ROSE SMART GROWTH INVESTMENT ADVISORS, LLC
- Gross asset value
- $437M
- Beneficial owners
- 112
- ADV minimum commitment
- $1M
Reported in Form ADV on Mar 30, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
COHNREZNICK LLP
PCAOB 596
SHELTER ROCK CAPITAL ADVISORS LLC
CRD 156753 · SEC 8-68818
Filing source
Form ADV 1190725 · Mar 30, 2018 · Schedule D 7.B.(1), fund 805-8514022228
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.
| Name | Reported role |
|---|---|
| Michael Arman | Executive |
| Sanjay Chauhan | Executive |
| Michael Daly | Executive |
| Jonathan F. P. Rose | Executive |
| . Rose Housing Preservation Investors Iv, Llc | Executive |
| Nathan Taft | Executive |
Issuer details
Industry: Residential (See others in industry)
Address:New York, NY, 10176