Zero Coupon Pharmacy IV DST
Zero Coupon Pharmacy IV DST is a real estate fund based in Oak Brook, Illinois. According to its most recent Form D, filed Feb 19, 2015, it has sold $9,921,950 of interests to 37 investors since its first sale in Mar 2014. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Pharmacy Exchange IV, L.L.C. Zero Coupon; Keith Lampi; Capital Corporation Inland Private.
- Total raised
- $9,921,950Cumulative sales reported on Form D
- Investors
- 37
- First sale
- Mar 19, 2014
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Pharmacy Exchange IV, L.L.C. Zero Coupon; Keith Lampi; Capital Corporation Inland Private
- Latest Form D
- Feb 19, 2015
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| Feb 19, 2015 | Amendment | $9,921,950 | 37 | SEC.gov ↗ |
| Oct 17, 2014 | Amendment | $9,893,750 | 35 | SEC.gov ↗ |
| Sep 10, 2014 | Amendment | $9,298,750 | 32 | SEC.gov ↗ |
| Aug 4, 2014 | Amendment | $4,809,097 | 22 | SEC.gov ↗ |
| Jul 14, 2014 | Amendment | $4,566,564 | 18 | SEC.gov ↗ |
| Jun 25, 2014 | Amendment | $4,099,164 | 13 | SEC.gov ↗ |
| Jun 4, 2014 | Amendment | $3,843,682 | 10 | SEC.gov ↗ |
| May 16, 2014 | Amendment | $3,418,682 | 7 | SEC.gov ↗ |
| May 5, 2014 | Amendment | $3,075,000 | 4 | SEC.gov ↗ |
| Mar 27, 2014 | First notice | $2,800,000 | 3 | SEC.gov ↗ |
10 Form D filings in the SEC's electronic records (2008 onward), the earliest on Mar 27, 2014. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about Zero Coupon Pharmacy IV DST
What is the minimum investment for Zero Coupon Pharmacy IV DST?
According to its latest Form D, filed Feb 19, 2015, the minimum investment Zero Coupon Pharmacy IV DST accepts from an outside investor is $25,000.
Who can invest in Zero Coupon Pharmacy IV DST?
Zero Coupon Pharmacy IV DST is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Zero Coupon Pharmacy IV DST raised?
Zero Coupon Pharmacy IV DST reports $9,921,950 sold from 37 investors on its Form D filed Feb 19, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is Zero Coupon Pharmacy IV DST based?
Zero Coupon Pharmacy IV DST is based in Oak Brook, Illinois.
When did Zero Coupon Pharmacy IV DST launch?
Zero Coupon Pharmacy IV DST reports its first sale in Mar 2014.
Size compared with every real estate fund
Raised more than 79% of the 481 real estate funds based in Illinois, and more than 78% of all 7,351 that report sales.