Form D · Residential

Vertex Regency Partners, LLLP

Lakewood, CO · CIK 0001735802

Offering snapshot reported Mar 29, 2018 · SEC filing

Reported sold
$3.5M
Offering amount: $3.5M
Investors reported
35
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 16, 2017
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 29, 2018Initial$3,500,000No comparison35SEC 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
021-308940

Source: Form D, filed Mar 29, 2018. 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

VERTEX REGENCY PARTNERS

Investment adviser: VERDEAM, LLC

Gross asset value
$16.4M
Beneficial owners
6
ADV minimum commitment
$25K

Reported in Form ADV on Mar 31, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator MORAN & LONG, LLC GREENWOOD VILLAGE, Colorado, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian J.P. MORGAN SECURITIES INC. DENVER, Colorado, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

J.P. MORGAN SECURITIES INC.
SEC 8-36950

Filing source

Form ADV 1637175 · Mar 31, 2022 · Schedule D 7.B.(1), fund 805-2204114271

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.

People and organizations reported in Form D filings
NameReported role
Carl G. De Rozario Director, Promoter
David Grissom Promoter
Charles C. Hibben Promoter
Scott Mc Cormick Promoter

Issuer details

Industry: Residential (See others in industry)

Address:
C/O Vertex Property Holdings, Llc 3900 S. Wadsworth Boulevard, Suite 650
Lakewood, CO, 80235