0002005274-23-000002.txt : 20231222 0002005274-23-000002.hdr.sgml : 20231222 20231222120333 ACCESSION NUMBER: 0002005274-23-000002 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20231222 DATE AS OF CHANGE: 20231222 EFFECTIVENESS DATE: 20231222 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Coastal Ridge Real Estate Income Trust, LLC CENTRAL INDEX KEY: 0002005274 ORGANIZATION NAME: IRS NUMBER: 923165368 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-500595 FILM NUMBER: 231508248 BUSINESS ADDRESS: STREET 1: 80 EAST RICH STREET, SUITE 120 CITY: COLUMBUS STATE: OH ZIP: 43215 BUSINESS PHONE: (614) 339-4608 MAIL ADDRESS: STREET 1: 80 EAST RICH STREET, SUITE 120 CITY: COLUMBUS STATE: OH ZIP: 43215 FORMER COMPANY: FORMER CONFORMED NAME: Coastal Ridge Real Estate Investment Trust, LLC DATE OF NAME CHANGE: 20231220 D 1 primary_doc.xml X0708 D LIVE 0002005274 Coastal Ridge Real Estate Income Trust, LLC 80 EAST RICH STREET, SUITE 120 COLUMBUS OH OHIO 43215 (614) 339-4608 DELAWARE Coastal Ridge Real Estate Investment Trust, LLC Limited Liability Company true 2021 Patrick McBride 80 EAST RICH STREET, SUITE 120 COLUMBUS OH OHIO 43215 Executive Officer Co-Founder and Managing Partner Andrew Lallathin 80 EAST RICH STREET, SUITE 120 COLUMBUS OH OHIO 43215 Executive Officer Co-Founder and Managing Partner James Harkrider 80 EAST RICH STREET, SUITE 120 COLUMBUS OH OHIO 43215 Executive Officer Co-Founder of the Sponsor (Coastal Ridge Real Estate, LLC) Benjamin Texler 80 EAST RICH STREET, SUITE 120 COLUMBUS OH OHIO 43215 Executive Officer Partner and President, Coastal Ridge Management Dan Dooley 80 EAST RICH STREET, SUITE 120 COLUMBUS OH OHIO 43215 Executive Officer Managing Director of the Sponsor, investments Richard Smith 80 EAST RICH STREET, SUITE 120 COLUMBUS OH OHIO 43215 Executive Officer Managing Director of the Sponsor, Capital Markets Cara Petruccelli 80 EAST RICH STREET, SUITE 120 COLUMBUS OH OHIO 43215 Executive Officer Managing Director of the Sponsor, Capital Markets Mark Yale 80 EAST RICH STREET, SUITE 120 COLUMBUS OH OHIO 43215 Executive Officer Chief Financial Officer of the Sponsor Bryant Tallman 80 EAST RICH STREET, SUITE 120 COLUMBUS OH OHIO 43215 Executive Officer Managing Director of the Sponsor, Portfolio Management Michael Meehl 80 EAST RICH STREET, SUITE 120 COLUMBUS OH OHIO 43215 Executive Officer Managing Director of the Sponsor, Asset Management Christopher Dusseau 80 EAST RICH STREET, SUITE 120 COLUMBUS OH OHIO 43215 Executive Officer Managing Director of the Sponsor and General Counsel Jeremy Gorsky 80 EAST RICH STREET, SUITE 120 COLUMBUS OH OHIO 43215 Executive Officer Managing Director of the Sponsor, Investor Relations REITS and Finance Decline to Disclose 06b false 2023-12-21 false true true CLASS A NON-VOTING PREFERRED MEMBERSHIP SHARES false 500 ICA, LLC 145235 None None 102 Woodmont Blvd., Suite 130 Nashville TN TENNESSEE 37205 FL FLORIDA TN TENNESSEE false 62500 62500 0 false 125 6250 0 0 false Coastal Ridge Real Estate Income Trust, LLC Patrick McBride Patrick McBride Co-CEO 2023-12-22