0001752121-20-000006.txt : 20200715 0001752121-20-000006.hdr.sgml : 20200715 20200715093704 ACCESSION NUMBER: 0001752121-20-000006 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: 20200715 DATE AS OF CHANGE: 20200715 EFFECTIVENESS DATE: 20200715 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: 201028391 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/OPENN 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 0001752121-20-000005 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 CO COLORADO FL FLORIDA IA IOWA OR OREGON SC SOUTH CAROLINA TX TEXAS false 200000000 10273500 189726500 The offering will include Class A and Class T securities. false 95 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 2020-07-15