0001651797-15-000001.txt : 20150902 0001651797-15-000001.hdr.sgml : 20150902 20150902153115 ACCESSION NUMBER: 0001651797-15-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20150902 DATE AS OF CHANGE: 20150902 EFFECTIVENESS DATE: 20150902 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Epoch Properties Multi-Family Opportunity Fund IV, Ltd. CENTRAL INDEX KEY: 0001651797 IRS NUMBER: 383977565 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-246898 FILM NUMBER: 151089442 BUSINESS ADDRESS: STREET 1: 359 CAROLINA AVENUE CITY: WINTER PARK STATE: FL ZIP: 32789 BUSINESS PHONE: 4076449055 MAIL ADDRESS: STREET 1: 359 CAROLINA AVENUE CITY: WINTER PARK STATE: FL ZIP: 32789 D 1 primary_doc.xml X0707 D LIVE 0001651797 Epoch Properties Multi-Family Opportunity Fund IV, Ltd. 359 CAROLINA AVENUE Suite 200 WINTER PARK FL FLORIDA 32789 4076449055 FLORIDA None None Limited Partnership true 2015 Gregory M. Jacoby 359 Carolina Avenue Suite 200 Winter Park FL FLORIDA 32789 Executive Officer Director Promoter Managing Member of General Partner of Issuer James H. Pugh, Jr. 359 Carolina Avenue Suite 200 Winter Park FL FLORIDA 32789 Executive Officer Director Promoter Managing Member of General Partner of Issuer - EPI-Opportunity IV, LLC 359 Carolina Avenue Suite 200 Winter Park FL FLORIDA 32789 Executive Officer Director Promoter General Partner of Issuer - Cobalt Capital, Inc. 600 Wilkinson Street Suite 300 Orlando FL FLORIDA 32803 Promoter Managing Dealer Residential No Revenues 06b false true true true false 100000 Cobalt Capital, Inc. 136161 None None 600 Wilkinson Street Suite 300 Orlando FL FLORIDA 32803 CA CALIFORNIA CO COLORADO FL FLORIDA MA MASSACHUSETTS NE NEBRASKA NY NEW YORK TX TEXAS UT UTAH false Kingsbury Capital, Inc. 7638 None None 1560 Sherman Avenue Suite 803 Evanston IL ILLINOIS 60201 AL ALABAMA AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA IL ILLINOIS NY NEW YORK NC NORTH CAROLINA OH OHIO SC SOUTH CAROLINA TX TEXAS WA WASHINGTON WI WISCONSIN false Proequities, Inc. 15708 None None 2801 Highway 280 South Birmingham AL ALABAMA 35223 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false VSR Financial Services 14503 None None 8620 W. 110th Street Overland Park KS KANSAS 66210-9651 All States false Allen C. Ewing & Co. 26102 None None 50 North Laura Street Suite 3625 Jacksonville FL FLORIDA 32202 FL FLORIDA GA GEORGIA MN MINNESOTA MS MISSISSIPPI NC NORTH CAROLINA SC SOUTH CAROLINA false Transam Securities, Inc. 18923 None None 1111 Douglas Avenue Altamonte Springs FL FLORIDA 32714 AL ALABAMA AZ ARIZONA CO COLORADO FL FLORIDA GA GEORGIA IN INDIANA MA MASSACHUSETTS MI MICHIGAN NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO OR OREGON SC SOUTH CAROLINA TX TEXAS VA VIRGINIA false Newbridge Securities Corporation 104065 None None 5200 Town Center Circle Tower 1, Suite 306 Boca Raton FL FLORIDA 33486 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA PR PUERTO RICO RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false Wilbanks Securities, Inc. 40673 None None 4334 Northwest Expressway Suite 222 Oklahoma City OK OKLAHOMA 73116 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false DFPG Investments, Inc. 155576 None None 406 W. South Jordan Parkway Suite 240 South Jordan UT UTAH 84095 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false Chauner Securities, Inc. 10075 None None 666 Dundee Road Suite 903 Northbrook IL ILLINOIS 60062-2735 AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DC DISTRICT OF COLUMBIA FL FLORIDA IL ILLINOIS MD MARYLAND MA MASSACHUSETTS MN MINNESOTA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO PA PENNSYLVANIA RI RHODE ISLAND WI WISCONSIN WY WYOMING false Harbor Light Securities, LLC 130227 None None 9325 Bay Plaza Blvd. Suite 205 Tampa FL FLORIDA 33619 AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA ID IDAHO IL ILLINOIS IN INDIANA LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MS MISSISSIPPI MO MISSOURI NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO OR OREGON PA PENNSYLVANIA PR PUERTO RICO SC SOUTH CAROLINA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN false Capital Guardian, LLC 137919 None None 1355 Greenwood Cliff Suite 250 Charlotte NC NORTH CAROLINA 28204 All States false Wall Street Strategies, Inc. 31268 None None 362 North Main Street Huron OH OHIO 44839 CA CALIFORNIA FL FLORIDA IL ILLINOIS IA IOWA MI MICHIGAN OH OHIO false Sunbelt Securities, Inc. 42180 None None 5065 Westheimer Suite 600 Houston TX TEXAS 77056 AL ALABAMA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE FL FLORIDA GA GEORGIA HI HAWAII IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI NE NEBRASKA NV NEVADA NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false 50000000 0 50000000 The General Partner, in its sole and absolute discretion, without notice, may elect to increase the total maximum offering amount to $70,000,000.00. false 0 4000000 true 0 Sales commissions estimate is based on offering being fully subscribed. 6500000 true The estimate is based on the offering being fully subscribed for a total offering amount of $50,000,000. false Epoch Properties Multi-Family Opportunity Fund IV, Ltd. /s/ Gregory M. Jacoby Gregory M. Jacoby Managing Member of General Partner of Issuer 2015-09-01