0001752121-18-000001.txt : 20180907 0001752121-18-000001.hdr.sgml : 20180907 20180907131214 ACCESSION NUMBER: 0001752121-18-000001 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: 20180907 DATE AS OF CHANGE: 20180907 EFFECTIVENESS DATE: 20180907 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Penn Square IV U.S. Real Estate Fund, LP CENTRAL INDEX KEY: 0001752121 IRS NUMBER: 824103142 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-320850 FILM NUMBER: 181059524 BUSINESS ADDRESS: STREET 1: C/- PENN SQUARE IV GP, LLC STREET 2: PO BOX 77297 CITY: STEAMBOAT SPRINGS STATE: CO ZIP: 80487 BUSINESS PHONE: 610-745-4861 MAIL ADDRESS: STREET 1: C/- PENN SQUARE IV GP, LLC STREET 2: PO BOX 77297 CITY: STEAMBOAT SPRINGS STATE: CO ZIP: 80487 D 1 primary_doc.xml X0708 D LIVE 0001752121 Penn Square IV U.S. Real Estate Fund, LP 442 S Lincoln Avenue Suite 2B STEAMBOAT SPRINGS CO COLORADO 80487 610-745-4861 DELAWARE None None Limited Partnership true 2018 n/a Penn Square IV GP, LLC 442 S Lincoln Avenue Suite 2B Steamboat Springs CO COLORADO 80487 Executive Officer Director Promoter General Partner of the Issuer Jonathan Albro 442 S Lincoln Avenue Suite 2B Steamboat Springs CO COLORADO 80487 Executive Officer Vice President of the General Partner Timothy Hughes 442 S Lincoln Avenue Suite 2B Steamboat Springs CO COLORADO 80487 Executive Officer Vice President of the General Partner Jack Wood 442 S Lincoln Avenue Suite 2B Steamboat Springs CO COLORADO 80487 Executive Officer Vice President of the General Partner n/a Penn Square Distributors, LLC 442 S Lincoln Avenue Suite 2B Steamboat Springs CO COLORADO 80487 Promoter Sponsor of the Issuer n/a Clarion Partners, LLC 230 Park Avenue New York NY NEW YORK 10169 Promoter Manager and Sponsor of the Issuer Richard Schaupp c/o Clarion Partners, LLC 230 Park Avenue New York NY NEW YORK 10169 Executive Officer Michelle Levy c/o Clarion Partners, LLC 230 Park Avenue New York NY NEW YORK 10169 Executive Officer David Gilbert c/o Clarion Partners, LLC 230 Park Avenue New York NY NEW YORK 10169 Executive Officer Pooled Investment Fund Other Investment Fund false Decline to Disclose 06b 3C 3C.5 false 2018-08-29 false true true false 100000 Infinity Financial Services 144302 None None 212 9th Street Suite 202 Oakland CA CALIFORNIA 94607 CA CALIFORNIA GA GEORGIA ID IDAHO false LPL Financial LLC 6413 None None 75 State Street 22nd Floor Boston MA MASSACHUSETTS 02109 CA CALIFORNIA NV NEVADA false 200000000 2590000 197410000 The offering will include Class A and Class T securities false 15 128400 true 0 true The Issuer will pay a selling commission of up to 6% on the gross proceeds of Class A Units sold and a selling commission of up to 3% on the gross proceeds of Class T Units. 0 true false Penn Square IV U.S. Real Estate Fund, LP /s/ Jonathan Albro Jonathan Albro Vice President of the General Partner 2018-09-07