0001752121-20-000003.txt : 20200312
0001752121-20-000003.hdr.sgml : 20200312
20200312101156
ACCESSION NUMBER: 0001752121-20-000003
CONFORMED SUBMISSION TYPE: D/A
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: 20200312
DATE AS OF CHANGE: 20200312
EFFECTIVENESS DATE: 20200312
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/A
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-320850
FILM NUMBER: 20707482
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/A
1
primary_doc.xml
X0708
D/A
LIVE
0001752121
Penn Square IV U.S. Real Estate Fund, LP
C/- PENN SQUARE IV GP, LLC
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
n/a
Penn Square Distributors, LLC
442 S. Lincoln Avenue
Suite 2B
Steamboat Springs
CO
COLORADO
80487
Director
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
true
0001752121-20-000002
2018-08-29
false
true
true
false
100000
Infinity Financial Services
144302
None
None
212 9th Street
Suite 202
Oakland
CA
CALIFORNIA
94607
AZ
ARIZONA
CA
CALIFORNIA
GA
GEORGIA
ID
IDAHO
NY
NEW YORK
false
LPL Financial LLC
6413
None
None
75 State Street
22nd Floor
Boston
MA
MASSACHUSETTS
02109
CA
CALIFORNIA
CO
COLORADO
DC
DISTRICT OF COLUMBIA
ID
IDAHO
MD
MARYLAND
NV
NEVADA
WA
WASHINGTON
false
1st Global Capital Corporation
30349
None
None
12750 MERIT DRIVE
SUITE 1200
DALLAS
TX
TEXAS
75251
CO
COLORADO
MD
MARYLAND
OH
OHIO
OK
OKLAHOMA
OR
OREGON
TX
TEXAS
WA
WASHINGTON
false
Kalos Capital Inc.
44337
None
None
11525 Park Woods Circle
Suite 280
Alpharetta
GA
GEORGIA
30005
AZ
ARIZONA
FL
FLORIDA
GA
GEORGIA
NJ
NEW JERSEY
NY
NEW YORK
NC
NORTH CAROLINA
false
Avantax Investment Services, Inc.
13686
None
None
6333 North State Highway 161
4th Floor
Irving
TX
TEXAS
75038
FL
FLORIDA
OR
OREGON
TX
TEXAS
false
200000000
9463500
190536500
The offering will include Class A and Class T securities.
false
88
6000000
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
2020-03-12