Form D · Other Real Estate
Shopoff Fund VII, LP
Irvine, CA · CIK 0001868103
Offering snapshot reported Mar 14, 2023 · SEC filing
- Reported sold
- Yet to sell Offering amount: $50M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Yet to occur 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 |
|---|---|---|---|---|---|
| Mar 14, 2023 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Dec 14, 2022 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Sep 8, 2022 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Aug 19, 2022 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jul 21, 2022 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jul 15, 2022 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jun 7, 2022 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jun 3, 2022 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| May 17, 2022 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| May 4, 2022 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Feb 15, 2022 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Feb 10, 2022 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Feb 7, 2022 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jan 13, 2022 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jan 6, 2022 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Dec 20, 2021 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Dec 14, 2021 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Dec 9, 2021 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Dec 6, 2021 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Oct 29, 2021 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Oct 1, 2021 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Oct 1, 2021 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jul 26, 2021 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jul 12, 2021 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jul 9, 2021 | Amendment | Yet to sell | No comparison | Not reported | SEC filing |
| Jul 2, 2021 | Amendment | Yet to sell | No comparison | Not reported | SEC filing |
| Jun 30, 2021 | Amendment | Yet to sell | No comparison | Not reported | SEC filing |
| Jun 23, 2021 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jun 17, 2021 | Amendment | Yet to sell | No comparison | Not reported | SEC filing |
| Jun 17, 2021 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $3.5M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-403210
Raising funds to acquire real estate assets
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Shopoff Securities Inc. | 142866 | Shopoff Securities Inc. · CRD 142866 |
| Titan Securities | 131392 | Titan Securities · CRD 131392 |
| Alexander Capital, LP | 40077 | Alexander Capital, LP · CRD 40077 |
| Great Point Capital LLC | 114203 | Great Point Capital LLC · CRD 114203 |
| Financial Goals Securities Inc. | 19066 | Financial Goals Securities Inc. · CRD 19066 |
| Lightpath Capital, Inc. | 34617 | Lightpath Capital, Inc. · CRD 34617 |
| Newbridge Securities Corp | 104065 | Newbridge Securities Corp · CRD 104065 |
| CENTAURUS FINANCIAL, INC. | 30833 | CENTAURUS FINANCIAL, INC. · CRD 30833 |
| KALOS CAPITAL INC | 44337 | KALOS CAPITAL INC · CRD 44337 |
| Dempsey Lord Smith, LLC | 141238 | Dempsey Lord Smith, LLC · CRD 141238 |
| ARKADIOS CAPITAL | 282710 | ARKADIOS CAPITAL · CRD 282710 |
| AMERICAN INVESTORS COMPANY | 38 | AMERICAN INVESTORS COMPANY · CRD 38 |
| COASTAL EQUITIES, INC. | 23769 | COASTAL EQUITIES, INC. · CRD 23769 |
| Oak Tree Securities, Inc. | 18126 | Oak Tree Securities, Inc. · CRD 18126 |
| American Portfolios Financial Services, Inc. | 18487 | American Portfolios Financial Services, Inc. · CRD 18487 |
| CROWN CAPITAL SECURITIES, L.P. | 6312 | CROWN CAPITAL SECURITIES, L.P. · CRD 6312 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 13609 | BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. · CRD 13609 |
| PURSHE KAPLAN STERLING INVESTMENTS | 35747 | PURSHE KAPLAN STERLING INVESTMENTS · CRD 35747 |
| AMERICAN TRUST INVESTMENT SERVICES, INC. | 3001 | AMERICAN TRUST INVESTMENT SERVICES, INC. · CRD 3001 |
| CABOT LODGE SECURITIES LLC | 159712 | CABOT LODGE SECURITIES LLC · CRD 159712 |
| AGES FINANCIAL SERVICES, LTD. | 15427 | AGES FINANCIAL SERVICES, LTD. · CRD 15427 |
| SAXONY SECURITIES INC. | 115547 | SAXONY SECURITIES INC. · CRD 115547 |
| Infinity Financial Services | 144302 | Infinity Financial Services · CRD 144302 |
| International Assets Advisory, LLC | 10645 | International Assets Advisory, LLC · CRD 10645 |
| D.H. Hill Securities, LLLP | 41528 | D.H. Hill Securities, LLLP · CRD 41528 |
| World Equity Group, Inc. | 29087 | World Equity Group, Inc. · CRD 29087 |
| IFP Securities, LLC | 297287 | IF Securities, LLC · CRD 297287 |
| Trustmont Financial Group, Inc. | 18312 | Trustmont Financial Group, Inc. · CRD 18312 |
| Landolt Securities, Inc. | 28352 | Landolt Securities, Inc. · CRD 28352 |
Source: Form D, filed Mar 14, 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.
| Name | Reported role |
|---|---|
| Edward Morrell | Executive |
| Mark Schultz | Executive |
| William Shopoff | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2 Park Plaza Ste. 700
Irvine, CA, 92614
Irvine, CA, 92614