SEC filing record
Primary Source · SEC.gov

SREF VII REIT Holdings, L.L.C.

2020 vintageRule 506(b)Filing record

Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.

Raised

$125K

Investors

125

Min Invest

$1,000

AltStreet Verified Issuer badge

Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.

What this filing shows

·

Every sentence is a value as filed on SEC Form D

SREF VII REIT Holdings, L.L.C. is a Delaware limited liability company that filed a Form D with the SEC on December 29, 2020 in the REITS and Finance industry group. The offering claims Rule 506(b) and covers equity and pooled investment fund interests. SREF VII REIT Holdings, L.L.C. reported $125,000 sold from 125 investors of a $125,000 total offering as of the Form D filed December 29, 2020. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $1,000. The Form D names Iroquois Capital Advisors, LLC (CRD 145235), associated with None as the recipient of sales compensation soliciting in FL, TN. The issuer's address of record is 725 Conshohocken State Road, Bala Cynwyd, PA 19004.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001833927
Entity NameSREF VII REIT Holdings, L.L.C.
ExemptionRule 506(b)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising.
Entity TypeLimited Liability Company
Jurisdiction of OrganizationDelaware
Issuer Address725 Conshohocken State Road, Bala Cynwyd, PA 19004
Phone(610) 654-3600
Industry / Fund TypeREITS and Finance
Securities TypeEquity, Pooled investment fund interests
First Sale DateDecember 18, 2020
Filing DateDecember 29, 2020
Accession Number0001833927-20-000001
Total Offering Amount$125,000
Total Amount Sold$125,000
Amount Remaining$0
Total Investors125
Non-Accredited InvestorsNone
Minimum Investment$1,000
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)PA
Amendment CountOriginal filing only

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

In the Terminal

Filing events

0

none on file

Critical / warning

0 / 0

0 watch · 0 info

Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

closed

Open in the terminal Watch this issuerInvestor $149/mo unlocks the values; Pro $349/mo adds the universe.

Fund family Part of the SREF REIT family: 5 vehicles across 4 generations · full family and the filing behind each link in the terminal

Investor

  • The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
  • 1 offering timeline: velocity, share raised, first-sale lag, stalled flags

Pro

  • This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
  • The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV

Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Stoltz Real Estate Fund VII, L.P.

Executive Officer · Bala Cynwyd, PA

Sole Member of the Issuer

Keith D. Stoltz

Executive Officer · Bala Cynwyd, PA

President of the Issuer

Mike D. Connolly

Executive Officer · Bala Cynwyd, PA

Vice President and Treasurer of the Issuer

Chris D. Galligan

Executive Officer · Bala Cynwyd, PA

Secretary of the Issuer

Kyle B. Stoltz

Executive Officer · Bala Cynwyd, PA

Vice President of the Issuer

Placement Agents and Sales Compensation (Form D)

Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.

Iroquois Capital Advisors, LLCCRD 145235 on BrokerCheck

Associated broker-dealer: None · Nashville, TN · Soliciting in FL, TN

Questions About SREF VII REIT Holdings, L.L.C.

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is SREF VII REIT Holdings, L.L.C.?

SREF VII REIT Holdings, L.L.C. is a Delaware limited liability company that filed a Form D with the SEC on December 29, 2020 in the REITS and Finance industry group. The filing claims Rule 506(b) for an offering of equity and pooled investment fund interests.

Is SREF VII REIT Holdings, L.L.C. legit?

AltStreet does not rate legitimacy; it reports the public record. SREF VII REIT Holdings, L.L.C. filed a Form D with the SEC on December 29, 2020 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $125,000 sold to 125 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.

Is SREF VII REIT Holdings, L.L.C. registered with or approved by the SEC?

No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that SREF VII REIT Holdings, L.L.C. claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.

How much has SREF VII REIT Holdings, L.L.C. raised?

SREF VII REIT Holdings, L.L.C. reported $125,000 sold from 125 investors of a $125,000 total offering as of the Form D filed December 29, 2020.

Who can invest in SREF VII REIT Holdings, L.L.C.?

The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $1,000.

What is the minimum investment in SREF VII REIT Holdings, L.L.C.?

The Form D lists $1,000 as the minimum investment accepted from any outside investor as of December 29, 2020. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling SREF VII REIT Holdings, L.L.C. and how are they paid?

The Form D names Iroquois Capital Advisors, LLC (CRD 145235), associated with None as the recipient of sales compensation soliciting in FL, TN.

Who is behind SREF VII REIT Holdings, L.L.C.?

The Form D lists 5 related persons: Stoltz Real Estate Fund VII, L.P., executive officer (Sole Member of the Issuer); Keith D. Stoltz, executive officer (President of the Issuer); Mike D. Connolly, executive officer (Vice President and Treasurer of the Issuer); Chris D. Galligan, executive officer (Secretary of the Issuer); Kyle B. Stoltz, executive officer (Vice President of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is SREF VII REIT Holdings, L.L.C. located?

The issuer's address on its SEC filings is 725 Conshohocken State Road, Bala Cynwyd, PA 19004. Its phone number of record is (610) 654-3600. It is organized under the laws of Delaware.

How long is the SREF VII REIT Holdings, L.L.C. offering open?

The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.

What is SREF VII REIT Holdings, L.L.C.'s revenue?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

AltStreet Verified Issuer badge

Is this your company or fund?

Free claim: add your contact details, website, team and a description to this page. The filed facts stay as filed.

Verified Issuer, $480 a year: AltStreet checks the identity of your company and the authority of the person claiming it against your filings, confirms your contact details on a stated date and again at each renewal, and marks the page so people researching you find a current, attributed profile beside the public filing record. It is not a review of any offering.

Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.