Red Dot Holdings IV REIT, LLC
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
$9M
Investors
125
Min Invest
$1,000
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
Red Dot Holdings IV REIT, LLC is a Delaware limited liability company that first filed a Form D on February 11, 2022 and most recently amended it on February 13, 2023 in the Other Real Estate industry group. The offering claims Rule 506(b), Section 3(c), 3C.5 and covers equity and pooled investment fund interests. Red Dot Holdings IV REIT, LLC reported $8,715,674 sold from 125 investors of a $8,715,674 total offering as of the Form D filed February 13, 2023. 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 Charles B. Harrison (CRD 3071551), associated with H & L Equities, LLC; Christopher Scott Harrison (CRD 4981070), associated with H & L Equities, LLC; Patrick Jones Whelchel (CRD 5389090), associated with H & L Equities, LLC; Lori Dunn Mayfield (CRD 4899271), 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 248 Centennial Parkway, Suite 100, Louisville, CO 80027.
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
Investor
- 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.
Red Dot Holdings IV GP, LLC
Executive Officer · LOUISVILLE, CO
General Partner of the Manager of the Issuer.
Yeoman Capital Partners, LLC
Executive Officer · LOUISVILLE, CO
Manager of the General Partner of the Manager of the Issuer.
Yeoman Asset Management, LLC
Executive Officer · LOUISVILLE, CO
Investment Manager of the Issuer.
Red Dot Holdings IV, LP
Executive Officer · LOUISVILLE, CO
Manager of the Issuer.
Jordan Kozar
Executive Officer · LOUISVILLE, CO
Managing Director, President and Chief Financial Officer of the Issuer.
Jarrad Bourger
Executive Officer · LOUISVILLE, CO
Managing Director and Chief Executive Officer 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.
Charles B. HarrisonCRD 3071551 on BrokerCheck
Associated broker-dealer: H & L Equities, LLC (CRD 113794) · ATLANTA, GA · Soliciting in FL, GA, TX
Christopher Scott HarrisonCRD 4981070 on BrokerCheck
Associated broker-dealer: H & L Equities, LLC (CRD 113794) · ATLANTA, GA · Soliciting in FL, GA, TX
Patrick Jones WhelchelCRD 5389090 on BrokerCheck
Associated broker-dealer: H & L Equities, LLC (CRD 113794) · ATLANTA, GA · Soliciting in FL, GA, TX
Lori Dunn MayfieldCRD 4899271 on BrokerCheck
Associated broker-dealer: H & L Equities, LLC (CRD 113794) · ATLANTA, GA · Soliciting in FL, GA, TX
Charles B MathesCRD 5980160 on BrokerCheck
Associated broker-dealer: H & L Equities, LLC (CRD 113794) · ATLANTA, GA · Soliciting in GA, TX
Questions About Red Dot Holdings IV REIT, LLC
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Red Dot Holdings IV REIT, LLC?
Red Dot Holdings IV REIT, LLC is a Delaware limited liability company that filed a Form D with the SEC on February 13, 2023 in the Other Real Estate industry group. The filing claims Rule 506(b), Section 3(c), 3C.5 for an offering of equity and pooled investment fund interests.
Is Red Dot Holdings IV REIT, LLC legit?
AltStreet does not rate legitimacy; it reports the public record. Red Dot Holdings IV REIT, LLC filed a Form D with the SEC on February 13, 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 $8,715,674 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 Red Dot Holdings IV REIT, 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 Red Dot Holdings IV REIT, 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 Red Dot Holdings IV REIT, LLC raised?
Red Dot Holdings IV REIT, LLC reported $8,715,674 sold from 125 investors of a $8,715,674 total offering as of the Form D filed February 13, 2023.
Who can invest in Red Dot Holdings IV REIT, 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 minimum investment accepted from an outside investor is $1,000.
What is the minimum investment in Red Dot Holdings IV REIT, LLC?
The Form D lists $1,000 as the minimum investment accepted from any outside investor as of February 13, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Red Dot Holdings IV REIT, LLC and how are they paid?
The Form D names Charles B. Harrison (CRD 3071551), associated with H & L Equities, LLC; Christopher Scott Harrison (CRD 4981070), associated with H & L Equities, LLC; Patrick Jones Whelchel (CRD 5389090), associated with H & L Equities, LLC; Lori Dunn Mayfield (CRD 4899271), associated with H & L Equities, LLC and 1 other as recipients of sales compensation soliciting in FL, GA, TX.
Who is behind Red Dot Holdings IV REIT, LLC?
The Form D lists 6 related persons: Red Dot Holdings IV GP, LLC, executive officer (General Partner of the Manager of the Issuer); Yeoman Capital Partners, LLC, executive officer (Manager of the General Partner of the Manager of the Issuer); Yeoman Asset Management, LLC, executive officer (Investment Manager of the Issuer); Red Dot Holdings IV, LP, executive officer (Manager of the Issuer); Jordan Kozar, executive officer (Managing Director, President and Chief Financial Officer of the Issuer); Jarrad Bourger, executive officer (Managing Director and Chief Executive Officer of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Red Dot Holdings IV REIT, LLC located?
The issuer's address on its SEC filings is 248 Centennial Parkway, Suite 100, Louisville, CO 80027. Its phone number of record is 720-403-8970. It is organized under the laws of Delaware.
How long is the Red Dot Holdings IV REIT, LLC 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; 1 amendment is on record for this CIK.
What is Red Dot Holdings IV REIT, LLC's revenue?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
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.