Form D · Other Investment Fund
SouthOcean Real Estate Partners IV, LLC
Fort Lauderdale, FL · CIK 0001789602
Offering snapshot reported Oct 30, 2019 · SEC filing
- Reported sold
- $81.8M Offering amount: $150M
- Investors reported
- 59 Form D · investor count
- Minimum accepted
- $200K Reported outside-investor minimum
- First sale
- Oct 24, 2019 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 59
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 30, 2019 | Amendment | $81,838,800 | No comparison | 59 | SEC filing |
| Sep 30, 2019 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-349985
Limited liability company membership interests
Source: Form D, filed Oct 30, 2019. 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
SOUTHOCEAN REAL ESTATE PARTNERS IV, LLC
Investment adviser: SOUTHOCEAN CAPITAL PARTNERS, LLC
- Gross asset value
- $35M
- Beneficial owners
- 82
- ADV minimum commitment
- $1M
Reported in Form ADV on Mar 31, 2026. 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
- Yes
- External marketing
- No
KAUFMAN, ROSSIN & CO., PA
PCAOB 137
Filing source
Form ADV 2070124 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4341358955
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 |
|---|---|
| Timothy E. Bannon | Executive, Promoter |
| Jackie Bellows | Executive, Promoter |
| David Horvitz | Executive, Promoter |
| David Roth | Executive, Promoter |
| N/A South Ocean Capital Partners, Llc | Promoter |
| N/A South Ocean Real Estate Manager Iv, Llc | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Fort Lauderdale, FL, 33301