Form D · Residential
SF Valley Investor, LLC
San Diego, CA · CIK 0001597775
Offering snapshot reported Feb 5, 2014 · SEC filing
- Reported sold
- $2.04M Offering amount: $5.82M
- Investors reported
- 26 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Jan 24, 2014 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 |
|---|---|---|---|---|---|
| Feb 5, 2014 | Initial | $2,035,000 | No comparison | 26 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-211353
Total Offering Amount excludes $1,000,000 investment by CAPL
Source: Form D, filed Feb 5, 2014. 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
SF VALLEY INVESTOR LLC
Investment adviser: PHOENIX REALTY GROUP LLC
- Gross asset value
- $38.1M
- Beneficial owners
- 2
- ADV minimum commitment
- $10K
Reported in Form ADV on Mar 26, 2020. 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
- No
- Administrator other than the adviser
- Yes
- External marketing
- Yes
NOVOGRADAC & COMPANY LLP
PCAOB 474
CON AM SECURITIES, INC.
CRD 13148 · SEC 8-28758
Filing source
Form ADV 1399319 · Mar 26, 2020 · Schedule D 7.B.(1), fund 805-3782908465
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 |
|---|---|
| N/A Continental American Properties, Ltd. | Promoter |
| N/A Dje Financial Corp. | Promoter |
| E Scott Dupree | Executive |
| Daniel J Epstein | Director, Executive |
| J. Michael Fried | Executive |
| Charles E Mueller, Jr. | Executive |
| Ron Orgel | Executive |
| N/A Phoenix Realty Group Llc ("Prg") | Promoter |
| N/A Prg Management Co, Llc | Promoter |
| N/A Prg National Urban Funds, Llc | Promoter |
| Keith B. Rosenthal | Executive |
| N/A Sf Valley Managing Member Llc | Promoter |
| Rob Singh | Executive |
| Robert Svatos | Executive |
| Ralph W Tilley | Executive |
Issuer details
Industry: Residential (See others in industry)
Address:San Diego, CA, 92123