CP Investment VII REIT 5
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
Pre-open
Investors
—
Min Invest
$1,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
CP Investment VII REIT 5 is a Maryland entity that filed a Form D with the SEC on December 7, 2021 in the REITS and Finance industry group. The offering claims Rule 506(b), Section 3(c), Section 3(c)(7) and covers equity and pooled investment fund interests. CP Investment VII REIT 5 reported that the first sale had not yet occurred as of the Form D filed December 7, 2021, so no amount sold or investor count is on file. The total offering amount is listed as indefinite. 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. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $1,000. The Form D names Charles Harrison (CRD 3071551), associated with H & L Equities, LLC; Lori Mayfield (CRD 4899271), associated with H & L Equities, LLC; Patrick Whelchel (CRD 5389090), associated with H & L Equities, LLC; Scott Harrison (CRD 4981070), associated with H & L Equities, LLC and 1 other as recipients of sales compensation soliciting in FL, GA, TX. The issuer's address of record is Carmel Partners Group, LLC, 1000 Sansome Street, First Floor, San Francisco, CA 94111.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
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In the Terminal
Filing events
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none on file
Critical / warning
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0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
pre_sale
Fund family Part of the CP Investment REIT family: 18 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.
Ron Zeff
Executive Officer · San Francisco, CA
Chief Executive Officer and Trustee of the Issuer
Brian Smith
Executive Officer · San Francisco, CA
Senior Vice President, Assistant Secretary and Assistant Treasurer
Michael G. Halper
Executive Officer · San Francisco, CA
Executive Vice President
Daniel G. Garibaldi
Executive Officer · San Francisco, CA
Executive Vice President
Matthew G. Golden
Executive Officer · San Francisco, CA
Executive Vice President, Chief Compliance Officer
Dennis G. Markus
Executive Officer · San Francisco, CA
Executive Vice President and Treasurer
Henry S. Hilberg III
Executive Officer · San Francisco, CA
Executive Vice President
Liz S. Tennican
Executive Officer · San Francisco, CA
Executive Vice President
S. REIT Funding, LLC
Promoter · Atlanta, GA
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.
Charles HarrisonCRD 3071551 on BrokerCheck
Associated broker-dealer: H & L Equities, LLC (CRD 113794) · Atlanta, GA · Soliciting in FL, GA, TX
Lori MayfieldCRD 4899271 on BrokerCheck
Associated broker-dealer: H & L Equities, LLC (CRD 113794) · Atlanta, GA · Soliciting in FL, GA, TX
Patrick WhelchelCRD 5389090 on BrokerCheck
Associated broker-dealer: H & L Equities, LLC (CRD 113794) · Atlanta, GA · Soliciting in FL, GA, TX
Scott HarrisonCRD 4981070 on BrokerCheck
Associated broker-dealer: H & L Equities, LLC (CRD 113794) · Atlanta, GA · Soliciting in FL, GA, TX
Charles MathesCRD 5980160 on BrokerCheck
Associated broker-dealer: H & L Equities, LLC (CRD 113794) · Atlanta, GA · Soliciting in GA, TX
Questions About CP Investment VII REIT 5
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is CP Investment VII REIT 5?
CP Investment VII REIT 5 is a Maryland entity that filed a Form D with the SEC on December 7, 2021 in the REITS and Finance industry group. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of equity and pooled investment fund interests.
Is CP Investment VII REIT 5 legit?
AltStreet does not rate legitimacy; it reports the public record. CP Investment VII REIT 5 filed a Form D with the SEC on December 7, 2021 claiming Rule 506(b), Section 3(c), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. No sales had been reported as of that notice. 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 CP Investment VII REIT 5 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 CP Investment VII REIT 5 claimed Rule 506(b), Section 3(c), Section 3(c)(7) 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 CP Investment VII REIT 5 raised?
CP Investment VII REIT 5 reported that the first sale had not yet occurred as of the Form D filed December 7, 2021, so no amount sold or investor count is on file. The total offering amount is listed as indefinite.
Who can invest in CP Investment VII REIT 5?
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. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $1,000.
What is the minimum investment in CP Investment VII REIT 5?
The Form D lists $1,000 as the minimum investment accepted from any outside investor as of December 7, 2021. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling CP Investment VII REIT 5 and how are they paid?
The Form D names Charles Harrison (CRD 3071551), associated with H & L Equities, LLC; Lori Mayfield (CRD 4899271), associated with H & L Equities, LLC; Patrick Whelchel (CRD 5389090), associated with H & L Equities, LLC; Scott Harrison (CRD 4981070), associated with H & L Equities, LLC and 1 other as recipients of sales compensation soliciting in FL, GA, TX.
Who is behind CP Investment VII REIT 5?
The Form D lists 9 related persons: Ron Zeff, executive officer (Chief Executive Officer and Trustee of the Issuer); Brian Smith, executive officer (Senior Vice President, Assistant Secretary and Assistant Treasurer); Michael G. Halper, executive officer (Executive Vice President); Daniel G. Garibaldi, executive officer (Executive Vice President); Matthew G. Golden, executive officer (Executive Vice President, Chief Compliance Officer); Dennis G. Markus, executive officer (Executive Vice President and Treasurer); Henry S. Hilberg III, executive officer (Executive Vice President); Liz S. Tennican, executive officer (Executive Vice President), and 1 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is CP Investment VII REIT 5 located?
The issuer's address on its SEC filings is Carmel Partners Group, LLC, 1000 Sansome Street, First Floor, San Francisco, CA 94111. Its phone number of record is 415-273-2900. It is organized under the laws of Maryland.
How long is the CP Investment VII REIT 5 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 CP Investment VII REIT 5's revenue?
The issuer declined to disclose its revenue 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.