SEC filing record
Primary Source · SEC.gov

CanAm Texas Regional Center, LP IV

Fund Vehicle2022 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

$104M

Investors

121

Min Invest

$870,000

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

CanAm Texas Regional Center, LP IV is a Delaware limited partnership that first filed a Form D on October 7, 2022 and most recently amended it on March 27, 2023, describing itself as a other investment fund. The offering claims Rule 506(b), Section 3(c), 3C.5 and covers equity. CanAm Texas Regional Center, LP IV reported $104,012,354 sold from 121 investors of a $108,750,000 total offering as of the Form D filed March 27, 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 $870,000. The Form D names CanAm Investor Services, LLC (CRD 158539), associated with Peter Whitney Calabrese as the recipient of sales compensation soliciting in CA, CT, GA, HI, IL, MA, MD, NC, NJ, NY, OH, OR, PA, TX, VA, WA. The issuer's address of record is 48 Wall Street, 24th Floor, New York, NY 10005.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001949431
Entity NameCanAm Texas Regional Center, LP IV
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 Address48 Wall Street, 24th Floor, New York, NY 10005
Phone(646) 825-8716
Industry / Fund TypePooled Investment Fund · Other Investment Fund
Investment Company ActExcluded under Section 3(c)
Securities TypeEquity
First Sale DateSeptember 21, 2022
Filing DateMarch 27, 2023
Accession Number0001949431-23-000002
Total Offering Amount$108,750,000
Total Amount Sold$104,012,354
Amount Remaining$4,737,646
Total Investors121
Non-Accredited InvestorsNone
Minimum Investment$870,000
Offering DurationOne year or less
Net Asset Value RangeDecline to Disclose
State (Issuer Address)NY
Amendment Count2 filings on record

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

lapsed

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

Fund family Part of the CanAm Texas Regional Center family: 7 vehicles across 7 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.

Delaware limited liability company CanAm TX GP IV, LLC

Executive Officer, Director · New York, NY

General Partner of Issuer

Tom Rosenfeld

Director · New York, NY

Manager of General Partner of Issuer

Delaware limited liability company CanAm Texas Regional Center, LLC

Promoter · New York, NY

Sponsor of 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.

CanAm Investor Services, LLCCRD 158539 on BrokerCheck

Associated broker-dealer: Peter Whitney Calabrese (CRD 4590054) · New York, NY · Soliciting in CA, CT, GA, HI, IL, MA, MD, NC, NJ, NY, OH, OR, PA, TX, VA, WA

Questions About CanAm Texas Regional Center, LP IV

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

What is CanAm Texas Regional Center, LP IV?

CanAm Texas Regional Center, LP IV is a Delaware limited partnership that filed a Form D with the SEC on March 27, 2023 as a other investment fund. The filing claims Rule 506(b), Section 3(c), 3C.5 for an offering of equity.

Is CanAm Texas Regional Center, LP IV legit?

AltStreet does not rate legitimacy; it reports the public record. CanAm Texas Regional Center, LP IV filed a Form D with the SEC on March 27, 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 $104,012,354 sold to 121 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 CanAm Texas Regional Center, LP IV 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 CanAm Texas Regional Center, LP IV 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 CanAm Texas Regional Center, LP IV raised?

CanAm Texas Regional Center, LP IV reported $104,012,354 sold from 121 investors of a $108,750,000 total offering as of the Form D filed March 27, 2023.

Who can invest in CanAm Texas Regional Center, LP IV?

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 $870,000.

What is the minimum investment in CanAm Texas Regional Center, LP IV?

The Form D lists $870,000 as the minimum investment accepted from any outside investor as of March 27, 2023. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling CanAm Texas Regional Center, LP IV and how are they paid?

The Form D names CanAm Investor Services, LLC (CRD 158539), associated with Peter Whitney Calabrese as the recipient of sales compensation soliciting in CA, CT, GA, HI, IL, MA, MD, NC, NJ, NY, OH, OR, PA, TX, VA, WA.

Who is behind CanAm Texas Regional Center, LP IV?

The Form D lists 3 related persons: Delaware limited liability company CanAm TX GP IV, LLC, executive officer, director (General Partner of Issuer); Tom Rosenfeld, director (Manager of General Partner of Issuer); Delaware limited liability company CanAm Texas Regional Center, LLC, promoter (Sponsor of Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is CanAm Texas Regional Center, LP IV located?

The issuer's address on its SEC filings is 48 Wall Street, 24th Floor, New York, NY 10005. Its phone number of record is (646) 825-8716. It is organized under the laws of Delaware.

How long is the CanAm Texas Regional Center, LP IV 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.

How large is CanAm Texas Regional Center, LP IV?

The issuer declined to disclose its net asset value 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.