Momentum Real Estate Fund IV, LLC
Raised
$54M
Investors
73
Min Invest
None stated
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AltStreet Analysis
·Generated from EDGAR primary sources
Momentum Real Estate Fund IV, LLC is a Delaware-organized pooled investment fund that has raised $54.1M from 73 investors under Rule 506(b) and Section 3(c) exemptions. This amended filing was submitted July 2023 by a team led by Eduardo Gruener, Mauricio Gruener, Jeff Carron, and Santiago Peredo, with Momentum Real Estate Partners, LLC listed as executive officer. No minimum investment amount was disclosed on the filing.
This real estate-focused pooled fund operates under the standard 506(b) private placement exemption with 3(c) fund status, typical for institutional and accredited investor vehicles. With 73 investors and $54.1M raised, the average commitment is approximately $741K, suggesting a mid-market real estate fund structure consistent with sophisticated investor offerings in this category.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings 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
Fund family Part of the Momentum Real Estate Fund family: 4 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
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Eduardo Gruener
Executive Officer · Miami, FL
Mauricio Gruener
Executive Officer · Miami, FL
Jeff Carron
Executive Officer · Miami, FL
Santiago Peredo
Executive Officer · Miami, FL
. Momentum Real Estate Partners, LLC
Executive Officer · Miami, FL
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.
GFG Securities, LLCCRD 132602 on BrokerCheck
Associated broker-dealer: None · MIAMI, FL · Soliciting in CA, FL, NY
Questions About Momentum Real Estate Fund IV, LLC
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Momentum Real Estate Fund IV, LLC?
Momentum Real Estate Fund IV, LLC is a Delaware limited liability company that filed a Form D with the SEC on July 14, 2023 as a other investment fund. The filing claims Rule 506(b), Section 3(c), 3C.5 for an offering of equity and pooled investment fund interests.
Is Momentum Real Estate Fund IV, LLC legit?
AltStreet does not rate legitimacy; it reports the public record. Momentum Real Estate Fund IV, LLC filed a Form D with the SEC on July 14, 2023 claiming Rule 506(b), Section 3(c), 3C.5. A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $54,115,000 sold to 73 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 Momentum Real Estate Fund IV, LLC 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 Momentum Real Estate Fund IV, LLC claimed Rule 506(b), Section 3(c), 3C.5 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 Momentum Real Estate Fund IV, LLC raised?
Momentum Real Estate Fund IV, LLC reported $54,115,000 sold from 73 investors of a $54,115,000 total offering as of the Form D filed July 14, 2023.
Who can invest in Momentum Real Estate Fund IV, LLC?
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 filing lists the minimum investment as $0, meaning no minimum was stated.
What is the minimum investment in Momentum Real Estate Fund IV, LLC?
The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.
Who is selling Momentum Real Estate Fund IV, LLC and how are they paid?
The Form D names GFG Securities, LLC (CRD 132602), associated with None as the recipient of sales compensation soliciting in CA, FL, NY.
Who is behind Momentum Real Estate Fund IV, LLC?
The Form D lists 5 related persons: Eduardo Gruener, executive officer (Manager of Momentum Real Estate Partners, LLC, Manager of Issuer); Mauricio Gruener, executive officer (Manager of Momentum Real Estate Partners, LLC, Manager of Issuer); Jeff Carron, executive officer (Member of Momentum Real Estate Partners, LLC, Manager of Issuer); Santiago Peredo, executive officer (Member of Momentum Real Estate Partners, LLC, Manager of Issuer); Momentum Real Estate Partners, LLC, executive officer (Manager of Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Momentum Real Estate Fund IV, LLC located?
The issuer's address on its SEC filings is 701 Brickell Avenue, Suite 1400, Miami, FL 33131. Its phone number of record is 305-373-7339. It is organized under the laws of Delaware.
How long is the Momentum Real Estate Fund IV, LLC offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 9 amendments are on record for this CIK.
How large is Momentum Real Estate Fund IV, LLC?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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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.