SEC filing record
Primary Source · SEC.gov

SOUTHWEST VALUE PARTNERS FUND XXII LP

2021 vintageRule 506(b), Section 3(c), 3C.5Filing 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

$380M

Investors

636

Min Invest

$5,000

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What this filing shows

·

Every sentence is a value as filed on SEC Form D

SOUTHWEST VALUE PARTNERS FUND XXII LP is a Delaware limited partnership that filed a Form D with the SEC on December 30, 2021 in the Other Real Estate industry group. The offering claims Rule 506(b), Section 3(c), 3C.5 and covers pooled investment fund interests. SOUTHWEST VALUE PARTNERS FUND XXII LP reported $380,000,000 sold from 636 investors of a $380,000,000 total offering as of the Form D filed December 30, 2021. 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 $5,000. The Form D names Stonehaven LLC (CRD 118913), associated with None as the recipient of sales compensation soliciting in AK, AZ, CA, CO, CT, DE, FL, ID, IL, IN, MA, MD, ME, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY. The issuer's address of record is 12770 El Camino Real, Suite 200, San Diego, CA 92130.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001901820
Entity NameSOUTHWEST VALUE PARTNERS FUND XXII LP
ExemptionRule 506(b), Section 3(c), 3C.5
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. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Issuer Address12770 El Camino Real, Suite 200, San Diego, CA 92130
Phone(858) 480-2900
Industry / Fund TypeOther Real Estate
Investment Company ActExcluded under Section 3(c)
Securities TypePooled investment fund interests
First Sale DateDecember 13, 2021
Filing DateDecember 30, 2021
Accession Number0001901820-21-000001
Total Offering Amount$380,000,000
Total Amount Sold$380,000,000
Amount Remaining$0
Total Investors636
Non-Accredited InvestorsNone
Minimum Investment$5,000
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)CA
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

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Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

closed

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Fund family Part of the SOUTHWEST VALUE PARTNERS FUND family: 9 vehicles across 8 generations · full family and the filing behind each link in the terminal

Investor

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Related Persons (Form D)

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

* SWVP Fund XXII GP LLC

Executive Officer · San Diego, CA

General Partner of Issuer

Mark Schlossberg

Director · San Diego, CA

Manager of General Partner

Cary Mack

Director · Nashville, TN

Manager of General Partner

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.

Stonehaven LLCCRD 118913 on BrokerCheck

Associated broker-dealer: None · New York, NY · Soliciting in AK, AZ, CA, CO, CT, DE, FL, ID, IL, IN, MA, MD, ME, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY and outside the United States

Questions About SOUTHWEST VALUE PARTNERS FUND XXII LP

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

What is SOUTHWEST VALUE PARTNERS FUND XXII LP?

SOUTHWEST VALUE PARTNERS FUND XXII LP is a Delaware limited partnership that filed a Form D with the SEC on December 30, 2021 in the Other Real Estate industry group. The filing claims Rule 506(b), Section 3(c), 3C.5 for an offering of pooled investment fund interests.

Is SOUTHWEST VALUE PARTNERS FUND XXII LP legit?

AltStreet does not rate legitimacy; it reports the public record. SOUTHWEST VALUE PARTNERS FUND XXII LP filed a Form D with the SEC on December 30, 2021 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 $380,000,000 sold to 636 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 SOUTHWEST VALUE PARTNERS FUND XXII LP 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 SOUTHWEST VALUE PARTNERS FUND XXII LP 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 SOUTHWEST VALUE PARTNERS FUND XXII LP raised?

SOUTHWEST VALUE PARTNERS FUND XXII LP reported $380,000,000 sold from 636 investors of a $380,000,000 total offering as of the Form D filed December 30, 2021.

Who can invest in SOUTHWEST VALUE PARTNERS FUND XXII LP?

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 $5,000.

What is the minimum investment in SOUTHWEST VALUE PARTNERS FUND XXII LP?

The Form D lists $5,000 as the minimum investment accepted from any outside investor as of December 30, 2021. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling SOUTHWEST VALUE PARTNERS FUND XXII LP and how are they paid?

The Form D names Stonehaven LLC (CRD 118913), associated with None as the recipient of sales compensation soliciting in AK, AZ, CA, CO, CT, DE, FL, ID, IL, IN, MA, MD, ME, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY.

Who is behind SOUTHWEST VALUE PARTNERS FUND XXII LP?

The Form D lists 3 related persons: * SWVP Fund XXII GP LLC, executive officer (General Partner of Issuer); Mark Schlossberg, director (Manager of General Partner); Cary Mack, director (Manager of General Partner). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is SOUTHWEST VALUE PARTNERS FUND XXII LP located?

The issuer's address on its SEC filings is 12770 El Camino Real, Suite 200, San Diego, CA 92130. Its phone number of record is 858-480-2900. It is organized under the laws of Delaware.

How long is the SOUTHWEST VALUE PARTNERS FUND XXII LP 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 SOUTHWEST VALUE PARTNERS FUND XXII LP'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.