0002001218-23-000001.txt : 20231128 0002001218-23-000001.hdr.sgml : 20231128 20231128103939 ACCESSION NUMBER: 0002001218-23-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(5) FILED AS OF DATE: 20231128 DATE AS OF CHANGE: 20231128 EFFECTIVENESS DATE: 20231128 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stoltz Co-Invest REIT, LLC CENTRAL INDEX KEY: 0002001218 IRS NUMBER: 921953410 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-498188 FILM NUMBER: 231442689 BUSINESS ADDRESS: STREET 1: 725 CONSHOHOCKEN STATE ROAD CITY: BALA CYNWYD STATE: PA ZIP: 19004 BUSINESS PHONE: (610) 654-3600 MAIL ADDRESS: STREET 1: 725 CONSHOHOCKEN STATE ROAD CITY: BALA CYNWYD STATE: PA ZIP: 19004 D 1 primary_doc.xml X0708 D LIVE 0002001218 Stoltz Co-Invest REIT, LLC 725 CONSHOHOCKEN STATE ROAD BALA CYNWYD PA PENNSYLVANIA 19004 (610) 654-3600 DELAWARE None None Limited Liability Company true 2022 N/A Stoltz 35F Co-Invest, L.P. 725 Conshohocken State Road Bala Cynwyd PA PENNSYLVANIA 19004 Executive Officer Sole Member of the Issuer Keith D. Stoltz 725 Conshohocken State Road Bala Cynwyd PA PENNSYLVANIA 19004 Executive Officer President of the Issuer Kyle B. Stoltz 725 Conshohocken State Road Bala Cynwyd PA PENNSYLVANIA 19004 Executive Officer Vice President of the Issuer Mike Connolly 725 Conshohocken State Road Bala Cynwyd PA PENNSYLVANIA 19004 Executive Officer Vice President and Treasurer of the Issuer Steve Messaros 725 Conshohocken State Road Bala Cynwyd PA PENNSYLVANIA 19004 Executive Officer Secretary of the Issuer REITS and Finance Decline to Disclose 06b 3C 3C.5 false 2023-11-16 false true true true 12.5% Class B Redeemable Cumulative Preferred Units false 1000 ICA, LLC 145235 None None 102 Woodmont Boulevard Suite 130 Nashville TN TENNESSEE 37205 FL FLORIDA TN TENNESSEE false 125000 125000 0 Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. false 125 12500 true 0 true Sales Commissions include estimates of the maximum amount of Selling Commissions that may be paid. 0 true false Stoltz Co-Invest REIT, LLC /s/ Keith D. Stoltz Keith D. Stoltz President of the Issuer 2023-11-28