EFDID: 282558EFD: View Filing

Issuer: Penn Square IV U.S. Real Estate Fund, LP (0001752121) - D

Accession: 0001752121-18-000001 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001752121
  • Entity Name:
    Penn Square IV U.S. Real Estate Fund, LP
  • Entity Type:
    Limited Partnership
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2018)
  • Address:
    442 S Lincoln Avenue
    Suite 2B
    STEAMBOAT SPRINGS, CO 80487
  • Persons:
    Related Persons 9
    n/a Penn Square IV GP, LLC
    Executive Officer, Director, Promoter 
    General Partner of the Issuer
    Jonathan Albro
    Executive Officer 
    Vice President of the General Partner
    Timothy Hughes
    Executive Officer 
    Vice President of the General Partner
    Jack Wood
    Executive Officer 
    Vice President of the General Partner
    n/a Penn Square Distributors, LLC
    Promoter 
    Sponsor of the Issuer
    n/a Clarion Partners, LLC
    Promoter 
    Manager and Sponsor of the Issuer
    Richard Schaupp
    Executive Officer
    Michelle Levy
    Executive Officer
    David Gilbert
    Executive Officer
EDGAR: Offering Information
  • Accession Date:
    09/07/2018
  • First Sale Date:
    08/29/2018
  • Offering Amount:
    $200,000,000
  • Amount Sold:
    $2,590,000
  • Amount Remaining:
    $197,410,000
  • Exemptions:
    Investment Company Act Section 3(c) , Section 3(c)(5), Rule 506
  • Security Type(s):
    Equity, Pooled Investment Fund
  • Sales Clarification:
    The offering will include Class A and Class T securities
EFD: Current State Notices
View Notices

Notices found in EFD

Filed:CA, IA, ID, MD, NC, NJ, OH, OK, OR, TX, VA
Inactive:CO, GA, NE, NV, SC, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Infinity Financial Services 144302 None None CA, GA, ID
LPL Financial LLC 6413 None None CA, NV
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
Penn Square IV U.S. Real Estate Fund, LP/s/ Jonathan AlbroJonathan AlbroVice President of the General Partner2018-09-07
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Jul. 15, 2020 282558: 0001752121-20-000006 Penn Square IV U.S. Real Estate Fund, LP
Offer Amount: $200,000,000
Amount Sold: $10,273,500
Remaining: $189,726,500
D/A May. 11, 2020 282558: 0001752121-20-000005 Penn Square IV U.S. Real Estate Fund, LP
Offer Amount: $200,000,000
Amount Sold: $9,673,500
Remaining: $190,326,500
D/A Apr. 10, 2020 282558: 0001752121-20-000004 Penn Square IV U.S. Real Estate Fund, LP
Offer Amount: $200,000,000
Amount Sold: $9,623,500
Remaining: $190,376,500
D/A Mar. 12, 2020 282558: 0001752121-20-000003 Penn Square IV U.S. Real Estate Fund, LP
Offer Amount: $200,000,000
Amount Sold: $9,463,500
Remaining: $190,536,500
D/A Feb. 07, 2020 282558: 0001752121-20-000002 Penn Square IV U.S. Real Estate Fund, LP
Offer Amount: $200,000,000
Amount Sold: $8,938,500
Remaining: $191,061,500
D/A Jan. 07, 2020 282558: 0001752121-20-000001 Penn Square IV U.S. Real Estate Fund, LP
Offer Amount: $200,000,000
Amount Sold: $8,863,500
Remaining: $191,136,500
D/A Dec. 10, 2019 282558: 0001752121-19-000004 Penn Square IV U.S. Real Estate Fund, LP
Offer Amount: $200,000,000
Amount Sold: $8,863,500
Remaining: $191,136,500
D/A Nov. 06, 2019 282558: 0001752121-19-000003 Penn Square IV U.S. Real Estate Fund, LP
Offer Amount: $200,000,000
Amount Sold: $8,551,500
Remaining: $191,448,500
D/A Oct. 08, 2019 282558: 0001752121-19-000002 Penn Square IV U.S. Real Estate Fund, LP
Offer Amount: $200,000,000
Amount Sold: $8,126,500
Remaining: $191,873,500
D/A Aug. 09, 2019 282558: 0001752121-19-000001 Penn Square IV U.S. Real Estate Fund, LP
Offer Amount: $200,000,000
Amount Sold: $7,341,500
Remaining: $192,658,500
D/A Jan. 29, 2019 282558: 0001757500-19-000005 Penn Square IV U.S. Real Estate Fund, LP
Offer Amount: $200,000,000
Amount Sold: $5,759,500
Remaining: $194,240,500
D Sep. 07, 2018 282558: 0001752121-18-000001 Penn Square IV U.S. Real Estate Fund, LP
Offer Amount: $200,000,000
Amount Sold: $2,590,000
Remaining: $197,410,000