JCR Income Plus Fund IV is a Private Equity Fund in Colorado, that has raised $4.38 mm (out of $200.00 mm offered) from 31 investors, with a minimum investment of $500.00 k, for an equity fund started in Oct 2017. Data from SEC filing on 1 Nov 2017.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
821514036
SEC advisor number
801-77397
FINRA CRD number
165022
AUM ?
$1.36 bn
(as of 21 Apr 23)
Accounts
23
(as of 21 Apr 23)
Employees
41
(40 investment advisory or research)
Address
JCR Income Plus Fund IV
1225 17TH STREET, SUITE 1660
DENVER
CO 80202
1225 17TH STREET, SUITE 1660
DENVER
CO 80202
Office hours
Monday - Friday, 9AM-6PM
Phone
303-531-0204
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Rollins, Jay, N | Evp, Board Member | 10/2008 | < 5% |
Steinberg, Maren, Ruth | Chief Investment Officer of JCR Capital Funds, Evp, and Board Member | 10/2008 | < 5% |
Erwin, Stephen, Todd | Chief Compliance Officer, Associate General Counsel of W&D, Secretary | 02/2018 | < 5% |
Walker & Dunlop Investment Management, LLC | Sole Shareholder | 04/2018 | > 75% |
Walker & Dunlop, Inc. | Managing Member | 11/2016 | > 75% |
Resnick, Mitchell, Ray | President and Board Member | 03/2022 | < 5% |
Duley, William, Marcus | Chief Investment Officer of Wdip | 06/2021 | < 5% |
castle, Ryan | Chief Operating Officer | 02/2023 | < 5% |
Dahlgren, Arielle | Chief Financial Officer | 02/2023 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Walker & Dunlop Investment Partners, Inc. | $1.36 bn | |
9000 River Road Industrial Fvi Investor LLC | $9.60 k | Real Estate Fund |
County Line Road Fund VI Industrial Investor LLC | $4.84 mm | Real Estate Fund |
JCR Capital Income Fund V (Parallel) (Q), L.P. | $134.44 mm | Real Estate Fund |
JCR Capital Income Fund V (Parallel), L.P. | $1.27 mm | Real Estate Fund |
JCR Capital Income Fund V(Q), L.P. | $194.58 mm | Real Estate Fund |
JCR Commercial Real Estate Finance Fund Iiia, L.P. | $1.76 mm | Real Estate Fund |
JCR Commercial Real Estate Finance Fund Iiia(q), L.P. | $3.09 mm | Real Estate Fund |
JCR Commercial Real Estate Finance Fund Iiib, L.P. | $3.50 mm | Real Estate Fund |
JCR Commercial Real Estate Finance Fund Iiib(q), L.P. | $32.49 mm | Real Estate Fund |
JCR Fund IV 1660, LP | $93.59 k | Real Estate Fund |
JCR Income Plus Fund IV, L.P. | $3.72 mm | Real Estate Fund |
JCR Income Plus Fund IV, L.P. (Q) | $129.30 mm | Real Estate Fund |
Ritchie Drive Industrial Fvi Investor LLC | $6.01 mm | Real Estate Fund |
Santa Rosa SFR Multifamily JV Investor LLC | $7.47 mm | Real Estate Fund |
W&D Real Estate Opportunities Co-invest Fund, L.P. | $9.61 mm | Real Estate Fund |
W&D Real Estate Opportunities Fund (QP), L.P. | $37.11 mm | Real Estate Fund |
W&D Real Estate Opportunities Fund, L.P. | $2.53 mm | Real Estate Fund |
Latest filings (excl ownership)
Latest ownership filings
No filings