0001967843-25-000007.txt : 20251230 0001967843-25-000007.hdr.sgml : 20251230 20251230111226 ACCESSION NUMBER: 0001967843-25-000007 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: 20251230 DATE AS OF CHANGE: 20251230 EFFECTIVENESS DATE: 20251230 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: 021-568359 FILM NUMBER: 251612060 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 2025-12-18 false true false 0 WealthForge Securities, LLC 152550 None None 3015 W. Moore Street Suite 102 Richmond VA VIRGINIA 23230 All States false Provident Wealth Advisors 157392 None None 25511 Budde Road Suite 1002 The Woodlands TX TEXAS 77380 LA LOUISIANA 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 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 Concorde Investment Services, LLC 151604 None None 3909 Research Park Drive Suite 200 Ann Arbor MI MICHIGAN 48108 All States false McDermott Investment Services, LLC 154926 None None 900 Broad Ave South Suite 2C Naples FL FLORIDA 34102 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 Capulent LLC 155155 None None 4144 N 44th Street Suite 3 Phoenix AZ ARIZONA 85018 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 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 ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN false Colorado Financial Service Corporation 104343 None None 188 Inverness Drive West Suite 100 Centennial CO COLORADO 80112 All States false Centaurus Financial, Inc. 30833 None None 2300 E. Katella Avenue Suite 200 Anaheim CA CALIFORNIA 92806 All States false Huntwicke Securities, LLC 146993 None None 7 Grove Street Suite 201 Topsfield MA MASSACHUSETTS 01983 AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA IL ILLINOIS ME MAINE MD MARYLAND MA MASSACHUSETTS NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OR OREGON RI RHODE ISLAND TX TEXAS VA VIRGINIA false Regatta Capital Group, LLC 145363 None None 880 Apollo Street Suite 129 El Segundo CA CALIFORNIA 90245 AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA HI HAWAII LA LOUISIANA MD MARYLAND MA MASSACHUSETTS NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK OH OHIO OR OREGON PA PENNSYLVANIA TX TEXAS UT UTAH WA WASHINGTON false Emerson Equity LLC 130032 None None 155 Bovet Road Suite 725 San Mateo CA CALIFORNIA 94402 All States false Great Point Capital LLC 114203 None None 200 West Jackson Blvd Suite 100 Chicago IL ILLINOIS 60606 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 CFD Investments, Inc. 25427 None None 2704 S Goyer Road Kokomo IN INDIANA 46902 All States false 34869497 19295268 15574229 This was an UPREIT offering made only to a small investor pool. The offering was closed prior to this Form D filing. The Issuer does not intend to accept any further investments nor sell any of the remaining securities under this offering. false 74 1282296 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 2025-12-30