0001967843-25-000003.txt : 20250918 0001967843-25-000003.hdr.sgml : 20250918 20250918114656 ACCESSION NUMBER: 0001967843-25-000003 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering FILED AS OF DATE: 20250918 DATE AS OF CHANGE: 20250918 EFFECTIVENESS DATE: 20250918 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Capital Square Apartment Operating Partnership, L.P. CENTRAL INDEX KEY: 0001967843 ORGANIZATION NAME: EIN: 861320444 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-557921 FILM NUMBER: 251322246 BUSINESS ADDRESS: STREET 1: 10900 NUCKOLS ROAD STREET 2: SUITE 200 CITY: GLEN ALLEN STATE: VA ZIP: 23060 BUSINESS PHONE: 18776261031 MAIL ADDRESS: STREET 1: 10900 NUCKOLS ROAD STREET 2: SUITE 200 CITY: GLEN ALLEN STATE: VA ZIP: 23060 D 1 primary_doc.xml X0708 D LIVE 0001967843 Capital Square Apartment Operating Partnership, L.P. 4851 Lake Brook Drive Glen Allen VA VIRGINIA 23060 18776261031 DELAWARE None None Limited Partnership true 2020 N/A Capital Square Apartment REIT, Inc. 4851 Lake Brook Drive Glen Allen VA VIRGINIA 23060 Executive Officer General Partner of the Issuer Louis J. Rogers 4851 Lake Brook Drive Glen Allen VA VIRGINIA 23060 Executive Officer Director Chairman of the Board of Directors and Chief Executive Officer of the General Partner of the Issuer Whitson A. Huffman 4851 Lake Brook Drive Glen Allen VA VIRGINIA 23060 Executive Officer President and Chief Strategy & Investment Officer of the General Partner of the Issuer Jeffrey A. Gregor 4851 Lake Brook Drive Glen Allen VA VIRGINIA 23060 Executive Officer General Counsel and Secretary of the General Partner of the Issuer David Reiner 4851 Lake Brook Drive Glen Allen VA VIRGINIA 23060 Director Director of the General Partner of the Issuer Jay Olander 4851 Lake Brook Drive Glen Allen VA VIRGINIA 23060 Executive Officer Chief Financial Officer and Treasurer of the General Partner of the Issuer Mark Mercado 4851 Lake Brook Drive Glen Allen VA VIRGINIA 23060 Executive Officer Executive Vice President, Operations of the General Partner of the Issuer Jacqueline Rogers 4851 Lake Brook Drive Glen Allen VA VIRGINIA 23060 Executive Officer Chief Marketing Officer of the General Partner of the Issuer David McKenney 4851 Lake Brook Drive Glen Allen VA VIRGINIA 23060 Director Director of the General Partner of the Issuer REITS and Finance Decline to Disclose 06b false 2025-09-09 false true false 34141 WealthForge Securities, LLC 152550 None None 3015 W. Moore Street, Suite 102 Richmond VA VIRGINIA 23230 All States false Cary Street Partners 128089 None None 901 East Byrd Street Suite 1001 Richmond VA VIRGINIA 23219 All States false Dumaine Investments LLC 306481 None None 650 Poydras Street Suite 1010 New Orleans LA LOUISIANA 70130 LA LOUISIANA NE NEBRASKA NH NEW HAMPSHIRE TX TEXAS false FNEX Capital, LLC 166316 None None One Indiana Square Suite 2252 Indianapolis IN INDIANA 46204 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 McDermott Investment Services, LLC 154926 None None 44 East Broad Street 2nd Floor Bethlehem PA PENNSYLVANIA 18018 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 Metropolitan Capital Investment Banc, Inc. 148820 None None 9 East Ontario Chicago IL ILLINOIS 60611 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 MSC-BD LLC 142927 None None 5 Centerpointe Drive Suite 400 Lake Oswego OR OREGON 97035 CA CALIFORNIA CO COLORADO FL FLORIDA GA GEORGIA IL ILLINOIS LA LOUISIANA MD MARYLAND NY NEW YORK NC NORTH CAROLINA OR OREGON PA PENNSYLVANIA TX TEXAS WA WASHINGTON false Realized Financial, Inc. 22333 None None 500 W. 13th Street Austin TX TEXAS 78701 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 Sera Capital 120896 None None 1910 Towne Centre Blvd Suite 250 Annapolis MD MARYLAND 21401 MD MARYLAND TX TEXAS false 26537121 16681315 9855806 false 59 799485 0 0 false Capital Square Apartment Operating Partnership, L.P. /s/ Louis J. Rogers Louis J. Rogers Chief Executive Officer of the General Partner of the Issuer 2025-09-18