0001700284-17-000001.txt : 20170315 0001700284-17-000001.hdr.sgml : 20170315 20170314190723 ACCESSION NUMBER: 0001700284-17-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20170315 DATE AS OF CHANGE: 20170314 EFFECTIVENESS DATE: 20170315 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Epoch Properties Multi-Family Opportunity Fund V, Ltd. CENTRAL INDEX KEY: 0001700284 IRS NUMBER: 384027178 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-282556 FILM NUMBER: 17689417 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 0001700284 Epoch Properties Multi-Family Opportunity Fund V, Ltd. 359 CAROLINA AVENUE Suite 200 WINTER PARK FL FLORIDA 32789 4076449055 FLORIDA None None Limited Partnership true 2017 Justin R. Sand 359 Carolina Avenue Suite 200 Winter Park FL FLORIDA 32789 Executive Officer Director Promoter Manager of General Partner of Issuer James H. Pugh, Jr. 359 Carolina Avenue Suite 200 Winter Park FL FLORIDA 32789 Executive Officer Director Promoter Manager of General Partner of Issuer J. McCarley Davis 359 Carolina Avenue Suite 200 Winter Park FL FLORIDA 32789 Executive Officer Director Promoter Manager of General Partner of Issuer Allyson Chiappa 359 Carolina Avenue Suite 200 Winter Park FL FLORIDA 32789 Executive Officer Promoter Officer of General Partner of Issuer - EPI-Opportunity V, 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 2017-03-13 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 NY NEW YORK TX TEXAS UT UTAH false JCC Advisors, LLC 146776 None None 30012 Ivy Glenn Drive Suite 180A Laguna Niguel CA CALIFORNIA 92677 AL ALABAMA AK ALASKA AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA 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 OR OREGON PA PENNSYLVANIA SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WY WYOMING false The Strategic Financial Alliance, LLC 126514 None None 2200 Century Parkway Suite 500 Atlanta GA GEORGIA 30345 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 Center Street Securities, Inc. 26898 None None 2740 Old Elm Hill Pike Suite 201 Nashville TN TENNESSEE 37214 All States false Gardner Financial Services, Inc. 21000 None None 8421 Wayzata Blvd. Suite 350 Minneapolis MN MINNESOTA 55426 AL ALABAMA AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA GA GEORGIA ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MO MISSOURI MT MONTANA 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 TX TEXAS VA VIRGINIA WA WASHINGTON WI WISCONSIN WY WYOMING false Skyway Capital Markets, LLC 124630 None None 2909 Bay to Bay Blvd. Suite 300 Tampa FL FLORIDA 33629 CA CALIFORNIA FL FLORIDA GA GEORGIA NY NEW YORK false Calton & Associates, Inc. 20999 None None 2701 N. Rocky Point Drive Suite 100 Tampa FL FLORIDA 33607 All States 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 DFPG Investments, Inc. 155576 None None 9017 S. Riverside Drive Suite 210 Sandy UT UTAH 84070 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 Sunbelt Securities, Inc. 42180 None None 2700 Post Oak Blvd. Suite 1700 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 MT MONTANA 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 RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false Kingsbury Capital, Inc. 7638 None None 1560 Sherman Avenue Suite 510 Evanston IL ILLINOIS 60201 AL ALABAMA AZ ARIZONA CA CALIFORNIA FL FLORIDA IL ILLINOIS NY NEW YORK SC SOUTH CAROLINA TX TEXAS WA WASHINGTON WI WISCONSIN false Ausdal Financial Partners, Inc. 7995 None None 5187 Utica Ridge Road Davenport IA IOWA 52807 All States 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 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 Commonwealth Financial Network 8032 None None 29 Sawyer Road Waltham MA MASSACHUSETTS 02453-3483 All States false 30000000 0 30000000 The General Partner, in its sole and absolute discretion, without notice, may elect to increase the total maximum offering amount to $40,000,000. false 1 2400000 true 0 Sales commissions estimate is based on offering being fully subscribed. 3900000 true The estimate is based on the offering being fully subscribed for a total offering amount of $30,000,000. false Epoch Properties Multi-Family Opportunity Fund V, Ltd. /s/ Justin R. Sand Justin R. Sand Manager of General Partner of Issuer 2017-03-13