0001632234-15-000001.txt : 20150130 0001632234-15-000001.hdr.sgml : 20150130 20150129180019 ACCESSION NUMBER: 0001632234-15-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20150130 DATE AS OF CHANGE: 20150129 EFFECTIVENESS DATE: 20150130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CP Investment IV REIT A CENTRAL INDEX KEY: 0001632239 IRS NUMBER: 000000000 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-233143-01 FILM NUMBER: 15560212 BUSINESS ADDRESS: STREET 1: CARMEL PARTNERS, INC. STREET 2: 1000 SANSOME STREET, SUITE 180 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415-273-2900 MAIL ADDRESS: STREET 1: CARMEL PARTNERS, INC. STREET 2: 1000 SANSOME STREET, SUITE 180 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CP Investment IV REIT II CENTRAL INDEX KEY: 0001632234 IRS NUMBER: 000000000 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-233143 FILM NUMBER: 15560213 BUSINESS ADDRESS: STREET 1: CARMEL PARTNERS, INC. STREET 2: 1000 SANSOME STREET, SUITE 180 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415-273-2900 MAIL ADDRESS: STREET 1: CARMEL PARTNERS, INC. STREET 2: 1000 SANSOME STREET, SUITE 180 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 D 1 primary_doc.xml X0707 D LIVE 0001632234 CP Investment IV REIT II CARMEL PARTNERS, INC. 1000 SANSOME STREET, SUITE 180 SAN FRANCISCO CA CALIFORNIA 94111 415-273-2900 MARYLAND None None Other REIT true 2014 0001632239 CP Investment IV REIT A CARMEL PARTNERS, INC. 1000 SANSOME STREET, SUITE 180 SAN FRANCISCO CA CALIFORNIA 94111 415-273-2900 MARYLAND None None Other REIT true 2014 Brian Smith c/o Carmel Partners, Inc. 1000 Sansome Street, Suite 180 San Francisco CA CALIFORNIA 94111 Executive Officer Senior Vice President, Assistant Secretary and Assistant Treasurer Ron Zeff c/o Carmel Partners, Inc. 1000 Sansome Street, Suite 180 San Francisco CA CALIFORNIA 94111 Executive Officer Chief Executive Officer and Trustee of the Issuer Michael LaHorgue c/o Carmel Partners, Inc. 1000 Sansome Street, Suite 180 San Francisco CA CALIFORNIA 94111 Executive Officer President and Trustee of the Issuer Michael Halper c/o Carmel Partners, Inc. 1000 Sansome Street, Suite 180 San Francisco CA CALIFORNIA 94111 Executive Officer Executive Vice President and Trustee of the Issuer Donald Campbell c/o Carmel Partners, Inc. 1000 Sansome Street, Suite 180 San Francisco CA CALIFORNIA 94111 Executive Officer Executive Vice President and Secretary Chris Beda c/o Carmel Partners, Inc. 1000 Sansome Street, Suite 180 San Francisco CA CALIFORNIA 94111 Executive Officer Executive Vice President Quinn Barton c/o Carmel Partners, Inc. 1000 Sansome Street, Suite 180 San Francisco CA CALIFORNIA 94111 Executive Officer Executive Vice President Dennis Markus c/o Carmel Partners, Inc. 1000 Sansome Street, Suite 180 San Francisco CA CALIFORNIA 94111 Executive Officer Executive Vice President and Treasurer David McWhorter c/o Carmel Partners, Inc. 1000 Sansome Street, Suite 180 San Francisco CA CALIFORNIA 94111 Executive Officer Executive Vice President Bob Hernandez c/o Carmel Partners, Inc. 1000 Sansome Street, Suite 180 San Francisco CA CALIFORNIA 94111 Executive Officer Senior Vice President, Assistant Secretary and Assistant Treasuer N/A REIT Funding, LLC 1175 Peachtree St., NE 100 Colony Square, Suite 2200 Atlanta GA GEORGIA 30361 Promoter REITS and Finance Decline to Disclose 06b 3C 3C.7 false 2015-01-20 false true false 1000 Charles Harrison 3071551 H & L Equities, LLC 113794 1175 Peachtree St., NE 100 Colony Square, Suite 2200 Atlanta GA GEORGIA 30361 FL FLORIDA GA GEORGIA TX TEXAS false Phyllis Beck 1020488 H & L Equities, LLC 113794 1175 Peachtree St., NE 100 Colony Square, Suite 2200 Atlanta GA GEORGIA 30361 GA GEORGIA TX TEXAS false Patrick Whelchel 5389090 H & L Equities, LLC 113794 1175 Peachtree St., NE 100 Colony Square, Suite 2200 Atlanta GA GEORGIA 30361 GA GEORGIA false Scott Harrison 4981070 H & L Equities, LLC 113794 1175 Peachtree St., NE 100 Colony Square, Suite 2200 Atlanta GA GEORGIA 30361 FL FLORIDA GA GEORGIA TX TEXAS false Lori Mayfield 4899271 H & L Equities, LLC 113794 1175 Peachtree St., NE 100 Colony Square, Suite 2200 Atlanta GA GEORGIA 30361 GA GEORGIA false 125000 125000 0 Amount shown is per Issuer false 125 6250 0 Amount shown is per Issuer 52400 REIT Funding will be paid a consulting fee of approx $21,700 per REIT from which it will pay placement fees; an affiliate of REIT Funding will be paid an initial fee of $1,000 per REIT and a fee of $3,500 per REIT for admin services through 6-30-2015. true CP Investment IV REIT II Ron Zeff Ron Zeff Chief Executive Officer 2015-01-29