LGC MHC IV REIT LLC 2026: Is It Legit? Form D Raise, Investors, Who Is Behind It

Q: What is LGC MHC IV REIT LLC?

LGC MHC IV REIT LLC is a Delaware limited liability company that filed a Form D with the SEC on January 28, 2025 in the REITS and Finance industry group. The filing claims Rule 506(b), Section 3(c), 3C.5 for an offering of equity and pooled investment fund interests.

Q: Is LGC MHC IV REIT LLC legit?

AltStreet does not rate legitimacy; it reports the public record. LGC MHC IV REIT LLC filed a Form D with the SEC on January 28, 2025 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 $62,500 sold. 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.

Q: Is LGC MHC 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 LGC MHC 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.

Q: How much has LGC MHC IV REIT LLC raised?

LGC MHC IV REIT LLC reported $62,500 sold of a $62,500 total offering as of the Form D filed January 28, 2025.

Q: Who can invest in LGC MHC 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 $500.

Q: What is the minimum investment in LGC MHC IV REIT LLC?

The Form D lists $500 as the minimum investment accepted from any outside investor as of January 28, 2025. Issuers can waive their own minimums, and the figure does not include fees.

Q: Who is selling LGC MHC IV REIT LLC and how are they paid?

The Form D names CHARLES B. HARRISON (CRD 3071551), associated with H&L EQUITIES, LLC; SCOTT HARRISON (CRD 4981070), associated with H&L EQUITIES, LLC; LORI MAYFIELD (CRD 4899271), associated with H&L EQUITIES, LLC; PATRICK J. WHELCHEL (CRD 5389090), associated with H&L EQUITIES, LLC as recipients of sales compensation soliciting in FL, GA, TX. Sales commissions are reported as $3,125 and finders' fees as $0. Form D allows these to be estimates.

Q: Who is behind LGC MHC IV REIT LLC?

The Form D lists 2 related persons: PATRICK O'MALLEY, executive officer; JAMES TRAMUTO, executive officer. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Q: Where is LGC MHC IV REIT LLC located?

The issuer's address on its SEC filings is C/O Legacy Communities Iv, LLC, 8800 E Raintree Drive, Suite 330, Scottsdale, AZ 85260. Its phone number of record is 480-676-3540. It is organized under the laws of Delaware.

Q: How long is the LGC MHC 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, and no amendment is on record yet.

AltStreetEDGAR DatabaseLGC MHC IV REIT LLC
SEC filing record
Primary Source · SEC.gov
LGC MHC IV REIT LLC2025 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.
Latest signalNew Form D filerForm D · 2025-01-28Last filing 2025-01-28
Raised
$63K
Investors
—
Min Invest
$500
Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.
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What this filing shows·Every sentence is a value as filed on SEC Form D
LGC MHC IV REIT LLC is a Delaware limited liability company that filed a Form D with the SEC on January 28, 2025 in the REITS and Finance industry group. The offering claims Rule 506(b), Section 3(c), 3C.5 and covers equity and pooled investment fund interests. LGC MHC IV REIT LLC reported $62,500 sold of a $62,500 total offering as of the Form D filed January 28, 2025. 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 $500. The Form D names CHARLES B. HARRISON (CRD 3071551), associated with H&L EQUITIES, LLC; SCOTT HARRISON (CRD 4981070), associated with H&L EQUITIES, LLC; LORI MAYFIELD (CRD 4899271), associated with H&L EQUITIES, LLC; PATRICK J. WHELCHEL (CRD 5389090), associated with H&L EQUITIES, LLC as recipients of sales compensation soliciting in FL, GA, TX. Sales commissions are reported as $3,125 and finders' fees as $0. Form D allows these to be estimates. The issuer's address of record is C/O Legacy Communities Iv, LLC, 8800 E Raintree Drive, Suite 330, Scottsdale, AZ 85260.
EDGAR Filing Data
Form D — Primary Source
View on SEC.gov 
CIK Number0002053825
Entity NameLGC MHC IV REIT LLC
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 Liability Company
Jurisdiction of OrganizationDelaware
Issuer AddressC/O Legacy Communities Iv, LLC, 8800 E Raintree Drive, Suite 330, Scottsdale, AZ 85260
Phone(480) 676-3540
Industry / Fund TypeREITS and Finance
Investment Company ActExcluded under Section 3(c)
Securities TypeEquity, Pooled investment fund interests
First Sale DateJanuary 24, 2025
Filing DateJanuary 28, 2025
Accession Number0002053825-25-000001
Total Offering Amount$62,500
Total Amount Sold$62,500
Amount Remaining$0
Total Investors—
Non-Accredited InvestorsNone
Minimum Investment$500
Offering DurationOne year or less
Sales Commissions$3,125 (to CHARLES B. HARRISON and 3 others)
Finders' Fees$0
Revenue RangeDecline to Disclose
State (Issuer Address)AZ
Amendment CountOriginal filing only
Filings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
DJanuary 28, 20250002053825-25-000001
In the Terminal
Filing events
1
latest Jan 28, 2025
Critical / warning
0 / 0
0 watch · 1 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
closed
Latest event New filer · Jan 28, 2025
SEC.gov
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Fund family Part of the LGC MHC REIT family: 2 vehicles across 2 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 filing event with values and deltas, latest 2025-01-28, and alerts on the next one
1 offering timeline: velocity, share raised, first-sale lag, stalled flags
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
PATRICK O'MALLEY
Executive Officer · SCOTTSDALE, AZ
JAMES TRAMUTO
Executive Officer · SCOTTSDALE, AZ
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
SCOTT HARRISONCRD 4981070 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 J. WHELCHELCRD 5389090 on BrokerCheck 
Associated broker-dealer: H&L EQUITIES, LLC (CRD 113794) · ATLANTA, GA · Soliciting in FL, GA, TX
Questions About LGC MHC 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 LGC MHC IV REIT LLC?LGC MHC IV REIT LLC is a Delaware limited liability company that filed a Form D with the SEC on January 28, 2025 in the REITS and Finance industry group. The filing claims Rule 506(b), Section 3(c), 3C.5 for an offering of equity and pooled investment fund interests.
Is LGC MHC IV REIT LLC legit?AltStreet does not rate legitimacy; it reports the public record. LGC MHC IV REIT LLC filed a Form D with the SEC on January 28, 2025 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 $62,500 sold. 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 LGC MHC 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 LGC MHC 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 LGC MHC IV REIT LLC raised?LGC MHC IV REIT LLC reported $62,500 sold of a $62,500 total offering as of the Form D filed January 28, 2025.
Who can invest in LGC MHC 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 $500.
What is the minimum investment in LGC MHC IV REIT LLC?The Form D lists $500 as the minimum investment accepted from any outside investor as of January 28, 2025. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling LGC MHC IV REIT LLC and how are they paid?The Form D names CHARLES B. HARRISON (CRD 3071551), associated with H&L EQUITIES, LLC; SCOTT HARRISON (CRD 4981070), associated with H&L EQUITIES, LLC; LORI MAYFIELD (CRD 4899271), associated with H&L EQUITIES, LLC; PATRICK J. WHELCHEL (CRD 5389090), associated with H&L EQUITIES, LLC as recipients of sales compensation soliciting in FL, GA, TX. Sales commissions are reported as $3,125 and finders' fees as $0. Form D allows these to be estimates.
Who is behind LGC MHC IV REIT LLC?The Form D lists 2 related persons: PATRICK O'MALLEY, executive officer; JAMES TRAMUTO, executive officer. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is LGC MHC IV REIT LLC located?The issuer's address on its SEC filings is C/O Legacy Communities Iv, LLC, 8800 E Raintree Drive, Suite 330, Scottsdale, AZ 85260. Its phone number of record is 480-676-3540. It is organized under the laws of Delaware.
How long is the LGC MHC 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, and no amendment is on record yet.
What is LGC MHC IV REIT LLC's revenue?The issuer declined to disclose its revenue range on the Form D, which the form permits.
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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.