PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:29 AM ET

Sponsor Check › Sponsor group

C

Caliber

One sponsor team, 39 deal companies · Scottsdale, AZ

Grouped because: 5 shared people, same business address (39 issuers), similar issuer names (18) (automatic match from the filings) · not the same sponsor?

39deal companies
$480.9Mreported sold
1,598investors
96Form D filings
2013–2026active
4new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Sep 21, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Caliber is a sponsor group of 39 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names; automatic match from the filings), filing 96 Form D filings between Jul 2013 and Sep 2026.

What this means One team, 39 deal companies, about 13 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $480.9M to 1,598 investors (latest filing per issuer). Industries as reported: Other Real Estate (21), Pooled Investment Fund (8), Commercial (7), REITS and Finance (2) and 1 more. Issuers are based in AZ (39).

What this means $480.9M raised across the group, about $301K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: John C. Loeffler II (39 issuers, executive officer and director), Jennifer Schrader (30 issuers, executive officer and director), Roy Bade (29 issuers, executive officer), Jade Leung (28 issuers, executive officer), Greg James (4 issuers, executive officer) and 18 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 4 new offerings in the last 12 months; latest filing Sep 21, 2026.

What this means Busy — still raising money this year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 5 court cases matching the name listed in Key records below.

What this means 5 records came back, including 2 court cases still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 96 public filings for Caliber and found 25 differences, 5 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Caliber has not run yet — it is joining a line of 55,083 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

5 cases: 2 open, 3 dismissed

UMB Bank NA v. CaliberCos Incorporated open
District Court, D. Arizona · No. 2:26-cv-06958 · Filed Sep 28, 2026 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of CaliberCos Incorporated: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the issuer's state (AZ)
Carlton Fields, P.A. v. Calibercos Inc. open
District Court, C.D. California · No. 2:26-cv-09015 · Filed Aug 13, 2026
Role of Calibercos Inc.: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state)
Bullets2bandages, LLC v. Caliber Corporation dismissed matched at sponsor-group level (Caliber)
District Court, S.D. California · No. 3:18-cv-00669 · Filed Apr 3, 2018 · Closed Jul 31, 2020 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity Action
Role of Caliber Corporation: Defendant · Outcome: Terminated 2020-07-31 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state)
TUCSON EAST, LTD. v. DESIGN CAPITAL PLANN, ET AL dismissed
District Court, D. Arizona · No. · Filed May 5, 1989 · Closed Jun 11, 1990 · Nature of suit: 190 Other contract actions
Role of TUCSON EAST, LTD.: Plaintiff · Outcome: Terminated 1990-06-11 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; name made of generic words; court in the issuer's state (AZ); different legal form (ltd vs llc)
TUCSON EAST LTD v. GRUBB & ELLIS COMPAN, ET AL dismissed
District Court, D. Arizona · No. · Filed Jan 8, 1988 · Closed Mar 23, 1988 · Nature of suit: 190 Other contract actions
Role of TUCSON EAST LTD: Plaintiff · Outcome: Terminated 1988-03-23 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; name made of generic words; court in the issuer's state (AZ); different legal form (ltd vs llc)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Caliber..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

25 differences found between the filings for Caliber — 5 worth asking about (compared the newest 50 of 96 filings on Oct 24, 2026; older filings not covered)

Worth asking · Feb 6, 2025 – Feb 11, 2026

Amount sold went down between filings — Caliber Hospitality Trust, Inc.

The Feb 6, 2025 filing says $28,223,446 sold; the Feb 11, 2026 Form D/A says $22,296,321 sold — $5,927,125 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Feb 6, 2025 ↗Form D/A (later) · Feb 11, 2026 ↗Caliber Hospitality Trust, Inc. — PartnerFacts page ↗
Sources
Worth asking · Nov 6, 2024 – Nov 25, 2025

Amount sold went down between filings — Lorca FundCo, LLC

The Nov 6, 2024 filing says $2,553,000 sold; the Nov 25, 2025 Form D/A says $1,773,000 sold — $780,000 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Nov 6, 2024 ↗Form D/A (later) · Nov 25, 2025 ↗Lorca FundCo, LLC — PartnerFacts page ↗
Sources
Worth asking · Nov 6, 2024 – Nov 25, 2025

Investor count went down between filings — Lorca FundCo, LLC

The Nov 6, 2024 filing reports 11 investors; the Nov 25, 2025 Form D/A reports 10 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Nov 6, 2024 ↗Form D/A (later) · Nov 25, 2025 ↗Lorca FundCo, LLC — PartnerFacts page ↗
Sources
Worth asking · Dec 11, 2013 – Oct 3, 2024

Caliber includes 12 deals that stopped filing before reaching their target

Caliber Core Plus Growth & Income Fund REIT, LLC (last filing Oct 3, 2024; $24,000 sold of $125,000); Ironwood 92 Partners, LLC (last filing Sep 20, 2024; $150,000 sold of $2,000,000); West Frontier FundCo, LLC (last filing Apr 21, 2023; $225,000 sold of $3,000,000); SouthPointe MezzCo, LLC (last filing Jul 15, 2022; $370,000 sold of $5,600,000); Caliber Tax Advantaged Opportunity Zone Fund, LP (last filing May 11, 2022; $159,767,733 sold of $500,000,000); Riverwalk Land MezzCo, LLC (last filing Apr 21, 2022; $270,000 sold of $10,250,000); and 6 more. Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Caliber Core Plus Growth & Income Fund REIT, LLC — PartnerFacts page ↗Ironwood 92 Partners, LLC — PartnerFacts page ↗West Frontier FundCo, LLC — PartnerFacts page ↗SouthPointe MezzCo, LLC — PartnerFacts page ↗
Sources
Note · Aug 10, 2023 – Feb 9, 2026

5 Form Ds were filed more than 15 days after the first sale

Form D filed 17 days after the first sale — Caliber HS Steamboat FundCo, LLC · Form D filed 30 days after the first sale — Rifle Storage ManageCo, LLC · Form D filed 29 days after the first sale — SP 10 Preferred Equity, LLC · Form D filed 28 days after the first sale — Caliber Core Plus Growth & Income Fund REIT, LLC · Form D filed 29 days after the first sale — Encore MezzCo, LLC

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Feb 9, 2026 ↗Caliber HS Steamboat FundCo, LLC — PartnerFacts page ↗Form D · Feb 14, 2025 ↗Rifle Storage ManageCo, LLC — PartnerFacts page ↗
Sources
Note · Apr 18, 2018 – Feb 14, 2025

9 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Rifle Storage ManageCo, LLC (latest filing Feb 14, 2025) · No amendment in the last 12 months on an offering that may still be open — Ironwood MezzCo, LLC (latest filing Feb 10, 2025) · No amendment in the last 12 months on an offering that may still be open — SP 10 Preferred Equity, LLC (latest filing Jan 21, 2025) · No amendment in the last 12 months on an offering that may still be open — CaliberCos Inc. (latest filing Dec 11, 2024) · No amendment in the last 12 months on an offering that may still be open — Caliber Core Plus Growth & Income Fund REIT, LLC (latest filing Oct 3, 2024) · and 4 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Feb 14, 2025 ↗Rifle Storage ManageCo, LLC — PartnerFacts page ↗Form D/A · Feb 10, 2025 ↗Ironwood MezzCo, LLC — PartnerFacts page ↗
Sources
Worth asking · Aug 6, 2025 – Aug 6, 2026

Jade Leung is no longer listed on the Aug 6, 2026 amendment — Caliber Tax Advantaged Opportunity Zone Fund II, LLC

Jade Leung appears on the Aug 6, 2025 Form D/A (executive officer) but not on the Aug 6, 2026 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Aug 6, 2025 ↗Form D/A · Aug 6, 2026 ↗Jade Leung — PartnerFacts page ↗Caliber Tax Advantaged Opportunity Zone Fund II, LLC — PartnerFacts page ↗
Sources
Note · May 11, 2021 – May 18, 2026

7 role changes for the same people across filings

Jennifer Schrader's role changed at Canyon QOF FundCo, LLC: executive officer → executive officer, director · John C. Loeffler II's role changed at Canyon QOF FundCo, LLC: executive officer → executive officer, director · Jennifer Schrader's role changed at Caliber Hospitality Trust, Inc.: executive officer, director → executive officer · John C. Loeffler II's role changed at Caliber Hospitality Trust, Inc.: executive officer, director → executive officer · John C. Loeffler II's role changed at Caliber Opportunistic Growth Fund LLC: executive officer, director → executive officer · and 2 more

What this means Roles on Form D are self-reported. Ask who runs the company today.

Form D · May 19, 2025 ↗Form D/A · May 18, 2026 ↗Jennifer Schrader — PartnerFacts page ↗Canyon QOF FundCo, LLC — PartnerFacts page ↗
Sources
Note · Jan 14, 2025 – Jan 21, 2025

Offering amount changed between filings — SP 10 Preferred Equity, LLC

The Jan 14, 2025 filing says $17,200,000 offered; the Jan 21, 2025 Form D/A says $30,200,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D/A (earlier) · Jan 14, 2025 ↗Form D/A (later) · Jan 21, 2025 ↗SP 10 Preferred Equity, LLC — PartnerFacts page ↗
Sources
Note · Oct 30, 2024 – Dec 23, 2024

Offering amount changed between filings — Canyon FundCo, LLC

The Oct 30, 2024 filing says $11,000,000 offered; the Dec 23, 2024 Form D/A says $26,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Oct 30, 2024 ↗Form D/A (later) · Dec 23, 2024 ↗Canyon FundCo, LLC — PartnerFacts page ↗
Sources
Note · Oct 20, 2023 – Feb 6, 2024

Offering amount changed between filings — Caliber Hospitality Trust, Inc.

The Oct 20, 2023 filing says $50,000,000 offered; the Feb 6, 2024 Form D/A says $100,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Oct 20, 2023 ↗Form D/A (later) · Feb 6, 2024 ↗Caliber Hospitality Trust, Inc. — PartnerFacts page ↗
Sources
Note · May 22, 2025 – May 19, 2026

Minimum investment changed between filings — Caliber HS Georgetown FundCo, LLC

The May 22, 2025 filing lists a minimum of $100,000; the May 19, 2026 Form D/A lists $25,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · May 22, 2025 ↗Form D/A (later) · May 19, 2026 ↗Caliber HS Georgetown FundCo, LLC — PartnerFacts page ↗
Sources
Note · Feb 6, 2025 – Feb 11, 2026

Minimum investment changed between filings — Caliber Hospitality Trust, Inc.

The Feb 6, 2025 filing lists a minimum of $10,000; the Feb 11, 2026 Form D/A lists $25,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Feb 6, 2025 ↗Form D/A (later) · Feb 11, 2026 ↗Caliber Hospitality Trust, Inc. — PartnerFacts page ↗
Sources
Note · Feb 6, 2024 – Feb 6, 2025

Minimum investment changed between filings — Caliber Hospitality Trust, Inc.

The Feb 6, 2024 filing lists a minimum of $25,000; the Feb 6, 2025 Form D/A lists $10,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Feb 6, 2024 ↗Form D/A (later) · Feb 6, 2025 ↗Caliber Hospitality Trust, Inc. — PartnerFacts page ↗
Sources
Note · Jan 16, 2024 – Jan 14, 2025

Minimum investment changed between filings — SP 10 Preferred Equity, LLC

The Jan 16, 2024 filing lists a minimum of $100,000; the Jan 14, 2025 Form D/A lists $20,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Jan 16, 2024 ↗Form D/A (later) · Jan 14, 2025 ↗SP 10 Preferred Equity, LLC — PartnerFacts page ↗
Sources
Note · Dec 18, 2023 – Dec 12, 2024

Minimum investment changed between filings — Caliber Opportunistic Growth Fund LLC

The Dec 18, 2023 filing lists a minimum of $50,000; the Dec 12, 2024 Form D/A lists $20,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Dec 18, 2023 ↗Form D/A (later) · Dec 12, 2024 ↗Caliber Opportunistic Growth Fund LLC — PartnerFacts page ↗
Sources
Note · Feb 14, 2023 – Feb 13, 2024

Minimum investment changed between filings — Ironwood MezzCo, LLC

The Feb 14, 2023 filing lists a minimum of $45,000; the Feb 13, 2024 Form D/A lists $20,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Feb 14, 2023 ↗Form D/A (later) · Feb 13, 2024 ↗Ironwood MezzCo, LLC — PartnerFacts page ↗
Sources
Note · Dec 20, 2022 – Dec 18, 2023

Minimum investment changed between filings — Caliber Opportunistic Growth Fund LLC

The Dec 20, 2022 filing lists a minimum of $20,000; the Dec 18, 2023 Form D/A lists $50,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Dec 20, 2022 ↗Form D/A (later) · Dec 18, 2023 ↗Caliber Opportunistic Growth Fund LLC — PartnerFacts page ↗
Sources
Note · Aug 8, 2022 – Aug 1, 2023

Minimum investment changed between filings — Caliber Tax Advantaged Opportunity Zone Fund II, LLC

The Aug 8, 2022 filing lists a minimum of $50,000; the Aug 1, 2023 Form D/A lists $36,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Aug 8, 2022 ↗Form D/A (later) · Aug 1, 2023 ↗Caliber Tax Advantaged Opportunity Zone Fund II, LLC — PartnerFacts page ↗
Sources
Note · May 11, 2022 – May 10, 2023

Minimum investment changed between filings — Caliber Fixed Income Fund III, LP

The May 11, 2022 filing lists a minimum of $5,500; the May 10, 2023 Form D/A lists $5,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · May 11, 2022 ↗Form D/A (later) · May 10, 2023 ↗Caliber Fixed Income Fund III, LP — PartnerFacts page ↗
Sources
Note · Feb 22, 2022 – Nov 25, 2025

Jennifer Schrader is written 2 different ways on the filings

listed as "Jennifer Schrader" on 48 filings (from Feb 22, 2022), and "Jennifer Lynn Schrader" on 5 filings (from Nov 25, 2025).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Feb 22, 2022 ↗Form D/A · Nov 25, 2025 ↗Jennifer Schrader — PartnerFacts page ↗
Sources
Note · Jun 27, 2019 – Feb 14, 2025

John C. Loeffler II is written 4 different ways on the filings

listed as "John Christopher Loeffler" on 6 filings (from Jun 27, 2019), and "John C. Loeffler II" on 47 filings (from Feb 22, 2022), and "John Loeffler II" on 2 filings (from Oct 2, 2023), and "John Christopher Loeffler II" on 6 filings (from Feb 14, 2025).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Jun 27, 2019 ↗Form D · Feb 22, 2022 ↗Form D · Oct 2, 2023 ↗Form D · Feb 14, 2025 ↗
Sources
Note · Dec 11, 2013 – Sep 21, 2026

Member companies were formed in 3 different states

Delaware (33), Arizona (5), Maryland (1) — out of 39 member issuers. The odd ones out: GC Square, LLC (Arizona); Northsight Crossing AZ, LLC (Arizona); Caliber Hospitality Trust, Inc. (Maryland); Ironwood 92 Partners, LLC (Arizona); Rifle Storage ManageCo, LLC (Arizona); Canyon QOF FundCo, LLC (Arizona).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Caliber — sponsor group page ↗GC Square, LLC — PartnerFacts page ↗Northsight Crossing AZ, LLC — PartnerFacts page ↗Caliber Hospitality Trust, Inc. — PartnerFacts page ↗
Sources
Note · Dec 20, 2022 – Dec 15, 2025

Issuer used a different name before — Caliber Opportunistic Growth Fund LLC

SEC records list prior names for this filer: Caliber Opportunistic Growth Fund III LLC. The current name on file is "Caliber Opportunistic Growth Fund LLC".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗Caliber Opportunistic Growth Fund LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 96 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

26 of 46 offerings report sales commissions totalling $3,784,687; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 21, 2026 D
Tonto Oaks FundCo, LLC
File 021-598278
$93,000$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Aug 6, 2026 D/A
Caliber Tax Advantaged Opportunity Zone Fund II, LLC
File 021-455247
$785,051$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Jul 20, 2026 D/A
Pickleball at Riverwalk Fund, LLC
File 021-519637
$43,206$0$0Tobin & Company Securities, LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Jul 8, 2026 D/A
Pickleball at Riverwalk Opportunity Zone Fund, LLC
File 021-517787
$65,949$0$0Tobin & Company Securities, LLC BrokerCheck CRD 137918 ↗EDGAR ↗
May 19, 2026 D/A
Caliber HS Georgetown FundCo, LLC
File 021-546912
$500$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗EDGAR ↗
May 18, 2026 D/A
Caliber Core Plus Growth & Income Fund LLC
File 021-479881
$58,751$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗EDGAR ↗
May 18, 2026 D/A
Canyon QOF FundCo, LLC
File 021-546512
$90,363 (est.)$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗EDGAR ↗
May 1, 2026 D
CALIBER HS TSMC FUNDCO, LLC
File 021-582608
$0$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Feb 11, 2026 D/A
Caliber Hospitality Trust, Inc.
File 021-495263
$153,262$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Feb 9, 2026 D
Caliber HS Steamboat FundCo, LLC
File 021-573017
$0$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Dec 15, 2025 D/A
Caliber Opportunistic Growth Fund LLC
File 021-468124
$10,400$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Nov 25, 2025 D/A
Lorca FundCo, LLC
File 021-496793
$35,460 (est.)$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Nov 25, 2025 D/A
Canyon FundCo, LLC
File 021-528178
$35,800$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Nov 25, 2025 D/A
Pickleball at Riverwalk FundCo, LLC
File 021-528235
$22,523$0$0Tobin & Company Securities, LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Nov 4, 2025 D
CaliberCos Inc.
File 021-562885
$0$0$0
No proceeds.
None listed on this filingEDGAR ↗
Feb 14, 2025 D
Rifle Storage ManageCo, LLC
File 021-538344
$35,110$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Feb 10, 2025 D/A
Ironwood MezzCo, LLC
File 021-434413
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2025 D/A
SP 10 Preferred Equity, LLC
File 021-502539
$153,782$0$0TOBIN & COMPANY SECURITIES LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Dec 11, 2024 D
CaliberCos Inc.
File 021-531744
$0$0$0None listed on this filingEDGAR ↗
Oct 3, 2024 D/A
Caliber Core Plus Growth & Income Fund REIT, LLC
File 021-493612
$0$0$0None listed on this filingEDGAR ↗
Sep 20, 2024 D
Ironwood 92 Partners, LLC
File 021-524549
$0$0$0None listed on this filingEDGAR ↗
May 16, 2024 D/A
Caliber Fixed Income Fund III, LP
File 021-342922
$238,969$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Apr 10, 2024 D
West Ridge FundCo, LLC
File 021-510131
$0$0$0None listed on this filingEDGAR ↗
Sep 8, 2023 D
Encore MezzCo, LLC
File 021-491711
$9,138$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Apr 21, 2023 D
West Frontier FundCo, LLC
File 021-479704
$0$0$0None listed on this filingEDGAR ↗
Apr 14, 2023 D
Caliber Hospitality, LP
File 021-478842
$0$0$0None listed on this filingEDGAR ↗
Mar 20, 2023 D
CaliberCos Inc.
File 021-476328
$0$0$0None listed on this filingEDGAR ↗
Mar 20, 2023 D
CaliberCos Inc.
File 021-476368
$0$0$0None listed on this filingEDGAR ↗
Jul 21, 2022 D
Encore MezzCo, LLC
File 021-453292
$49,281$0$0Tobin & Company Securities, LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Jul 15, 2022 D
SouthPointe MezzCo, LLC
File 021-452618
$3,700 (est.)$0$0Tobin & Company Securities, LLC BrokerCheck CRD 137918 ↗EDGAR ↗
May 27, 2022 D
Northsight Crossing AZ, LLC
File 021-447314
$0$0$0None listed on this filingEDGAR ↗
May 11, 2022 D/A
Caliber Tax Advantaged Opportunity Zone Fund, LP
File 021-342939
$1,414,997$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗		EDGAR ↗
Apr 21, 2022 D
Riverwalk Land MezzCo, LLC
File 021-442846
$2,700$0$0Tobin & Company Securities, LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Apr 15, 2022 D
Boardwalk MezzCo, LLC
File 021-442161
$3,700$0$0Tobin & Company Securities, LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Feb 18, 2022 D
Commons FundCo, LLC
File 021-434258
$38,860$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗EDGAR ↗
Feb 15, 2022 D
Southridge MezzCo, LLC
File 021-433690
$84,300$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗EDGAR ↗
May 11, 2021 D/A
Caliber Diversified Opportunity Fund II LP
File 021-301779
$10,060 (est.)$0$0Tobin & Company Securities LLC BrokerCheck CRD 137918 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗		EDGAR ↗
Mar 8, 2021 D
Pima Center FundCo, LLC
File 021-391503
$54,900$0$0Tobin & Company Securities, LLC BrokerCheck CRD 137918 ↗
via Tobin & Company Securities, LLC (CRD 137918 ↗)
EDGAR ↗
Aug 15, 2018 D
CH Ocotillo Inv Fund LLC
File 021-319245
$0$0$0None listed on this filingEDGAR ↗
May 18, 2016 D
Tucson East, LLC
File 021-263407
$0 (est.)$0 (est.)$0None listed on this filingEDGAR ↗
Feb 25, 2016 D/A
CaliberCos Inc.
File 021-256823
$0 (est.)$0 (est.)$0None listed on this filingEDGAR ↗
Jan 7, 2016 D
Caliber Residential Advantage Fund LLLP
File 021-254714
$0$0$0None listed on this filingEDGAR ↗
Nov 6, 2015 D
GC Square, LLC
File 021-250857
$290,925$0$0None listed on this filingEDGAR ↗
Apr 3, 2015 D
CaliberCos Inc.
File 021-237259
$0$0$0None listed on this filingEDGAR ↗
Jan 2, 2015 D/A
CaliberCos Inc.
File 021-229598
$0$0$0None listed on this filingEDGAR ↗
Dec 11, 2013 D/A
CDIF, LLC
File 021-198824
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 39 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 10:16 AM ET

0 recorded documents and 0 ownership records matched to Caliber in the sources searched.

Not found in sources searched as of Oct 24, 2026, 10:16 AM ET: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) — last checked Oct 24, 2026, 12:36 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 24, 2026, 12:36 AM ET; NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 24, 2026, 12:36 AM ET; Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM ET. Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗C CDIF, LLCshared people, same business addressSCOTTSDALE, AZCommercial2$2,305,000
offering $25,000,000 · similar: $3,000,000–$20,000,000
23
similar: 4–26
$50,000
similar: $25,000–$100,000
2013–2013
EDGAR ↗C CaliberCos Inc.shared people, same business addressScottsdale, AZOther Real Estate9$19,329,000
offering $22,000,000 · similar: $2,250,000–$16,950,000
82
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2014–2025
EDGAR ↗GS GC Square, LLCshared people, same business addressSCOTTSDALE, AZCommercial1$2,175,163
offering $3,500,000 · similar: $1,815,000–$10,000,000
18
similar: 7–33
$50,000
similar: $20,000–$50,000
2015–2015
EDGAR ↗CR Caliber Residential Advantage Fund LLLPshared people, same business address, similar issuer namesSCOTTSDALE, AZCommercial1$0
offering Indefinite · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2016–2016
EDGAR ↗TE Tucson East, LLCshared people, same business addressSCOTTSDALE, AZCommercial1$0
offering $6,500,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$50,000
similar: $20,000–$50,000
2016–2016
EDGAR ↗CD Caliber Diversified Opportunity Fund II LPshared people, same business address, similar issuer namesSCOTTSDALE, AZPooled Investment Fund6$26,451,627
offering $100,000,000 · similar: $500,000–$16,420,250
169
similar: 2–28
$20,000
similar: $5,000–$100,000
2017–2021
EDGAR ↗CO CH Ocotillo Inv Fund LLCshared people, same business addressSCOTTSDALE, AZOther1$3,500,000
offering $4,500,000 · similar: $1,100,000–$15,000,000
17
similar: 2–17
$100,000
similar: $14,962–$100,000
2018–2018
EDGAR ↗CT Caliber Tax Advantaged Opportunity Zone Fund, LPshared people, same business address, similar issuer namesSCOTTSDALE, AZPooled Investment Fund6$159,767,733
offering $500,000,000 · similar: $500,000–$16,420,250
335
similar: 2–28
$12,500
similar: $5,000–$100,000
2019–2022
EDGAR ↗CF Caliber Fixed Income Fund III, LPshared people, same business address, similar issuer namesSCOTTSDALE, AZPooled Investment Fund8$70,858,212
offering $100,000,000 · similar: $500,000–$16,420,250
333
similar: 2–28
$5,000
similar: $5,000–$100,000
2019–2024
EDGAR ↗PC Pima Center FundCo, LLCshared people, same business addressSCOTTSDALE, AZPooled Investment Fund1$470,000
offering $12,000,000 · similar: $500,000–$16,420,250
5
similar: 2–28
$20,000
similar: $5,000–$100,000
2021–2021
EDGAR ↗SM Southridge MezzCo, LLCshared people, same business addressSCOTTDALE, AZPooled Investment Fund1$4,465,000
offering $4,810,000 · similar: $500,000–$16,420,250
25
similar: 2–28
$100,000
similar: $5,000–$100,000
2022–2022
EDGAR ↗CF Commons FundCo, LLCshared people, same business addressSCOTTSDALE, AZPooled Investment Fund1$1,943,000
offering $9,000,000 · similar: $500,000–$16,420,250
8
similar: 2–28
$100,000
similar: $5,000–$100,000
2022–2022
EDGAR ↗IM Ironwood MezzCo, LLCshared people, same business address, similar issuer namesSCOTTSDALE, AZPooled Investment Fund4$13,512,000
offering Indefinite · similar: $155,000–$5,250,000
75
similar: 4–27
$20,000
similar: $1,000–$100,000
2022–2025
EDGAR ↗BM Boardwalk MezzCo, LLCshared people, same business addressSCOTTDALE, AZCommercial1$1,345,636
offering $6,500,000 · similar: $3,000,000–$20,000,000
11
similar: 4–26
$20,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗RL Riverwalk Land MezzCo, LLCshared people, same business addressSCOTTDALE, AZCommercial1$270,000
offering $10,250,000 · similar: $3,000,000–$20,000,000
3
similar: 4–26
$20,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗NC Northsight Crossing AZ, LLCshared people, same business addressSCOTTSDALE, AZOther Real Estate1$6,275,000
offering $8,100,000 · similar: $2,250,000–$16,950,000
36
similar: 5–32
$50,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗SM SouthPointe MezzCo, LLCshared people, same business addressSCOTTSDALE, AZOther Real Estate1$370,000
offering $5,600,000 · similar: $3,160,078–$25,000,000
3
similar: 4–53
$20,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗EM Encore MezzCo, LLCshared people, same business addressSCOTTSDALE, AZPooled Investment Fund2$8,500,000
offering $15,000,000 · similar: $500,000–$16,420,250
33
similar: 2–28
$30,000
similar: $5,000–$100,000
2022–2023
EDGAR ↗CT Caliber Tax Advantaged Opportunity Zone Fund II, LLCshared people, same business address, similar issuer namesSCOTTSDALE, AZOther Real Estate5$39,739,205
offering $250,000,000 · similar: $3,160,078–$25,000,000
111
similar: 4–53
$36,000
similar: $25,000–$100,000
2022–2026
EDGAR ↗CO Caliber Opportunistic Growth Fund LLCshared people, same business address, similar issuer namesSCOTTSDALE, AZOther Real Estate4$520,000
offering $250,000,000 · similar: $3,160,078–$25,000,000
7
similar: 4–53
$20,000
similar: $25,000–$100,000
2022–2025
EDGAR ↗CH Caliber Hospitality, LPshared people, same business address, similar issuer namesSCOTTSDALE, AZOther Real Estate1$83,661,018
offering Indefinite · similar: $2,250,000–$16,950,000
4
similar: 5–32
$674,000
similar: $15,000–$100,000
2023–2023
EDGAR ↗WF West Frontier FundCo, LLCshared people, same business addressSCOTTSDALE, AZOther Real Estate1$225,000
offering $3,000,000 · similar: $2,250,000–$16,950,000
3
similar: 5–32
$25,000
similar: $15,000–$100,000
2023–2023
EDGAR ↗CC Caliber Core Plus Growth & Income Fund LLCshared people, same business address, similar issuer namesSCOTTSDALE, AZOther Real Estate4$2,937,543
offering Indefinite · similar: $3,160,078–$25,000,000
31
similar: 4–53
$35,000
similar: $25,000–$100,000
2023–2026
EDGAR ↗CC Caliber Core Plus Growth & Income Fund REIT, LLCshared people, same business address, similar issuer namesSCOTTSDALE, AZREITS and Finance2$24,000
offering $125,000 · similar: $125,000–$125,000
24
similar: 124–125
$1,000
similar: $1,000–$1,000
2023–2024
EDGAR ↗CH Caliber Hospitality Trust, Inc.shared people, same business address, similar issuer namesSCOTTSDALE, AZREITS and Finance4$28,223,446
offering $100,000,000 · similar: $2,500,000–$75,000,000
108
similar: 4–63
$25,000
similar: $15,000–$100,000
2023–2026
EDGAR ↗LF Lorca FundCo, LLCshared people, same business addressSCOTTSDALE, AZOther Real Estate3$2,553,000
offering $12,000,000 · similar: $3,160,078–$25,000,000
11
similar: 4–53
$100,000
similar: $25,000–$100,000
2023–2025
EDGAR ↗S1 SP 10 Preferred Equity, LLCshared people, same business addressSCOTTSDALE, AZOther Real Estate3$7,689,100
offering $30,200,000 · similar: $3,160,078–$25,000,000
34
similar: 4–53
$20,000
similar: $25,000–$100,000
2024–2025
EDGAR ↗WR West Ridge FundCo, LLCshared people, same business addressSCOTTSDALE, AZOther Real Estate1$2,500,000
offering Indefinite · similar: $2,250,000–$16,950,000
1
similar: 5–32
$100,000
similar: $15,000–$100,000
2024–2024
EDGAR ↗PA Pickleball at Riverwalk Opportunity Zone Fund, LLCshared people, same business address, similar issuer namesSCOTTSDALE, AZOther Real Estate3$3,347,445
offering $22,000,000 · similar: $3,160,078–$25,000,000
18
similar: 4–53
$100,000
similar: $25,000–$100,000
2024–2026
EDGAR ↗PA Pickleball at Riverwalk Fund, LLCshared people, same business address, similar issuer namesSCOTTSDALE, AZOther Real Estate3$2,176,140
offering $22,000,000 · similar: $3,160,078–$25,000,000
18
similar: 4–53
$100,000
similar: $25,000–$100,000
2024–2026
EDGAR ↗I9 Ironwood 92 Partners, LLCshared people, same business address, similar issuer namesSCOTTSDALE, AZOther Real Estate1$150,000
offering $2,000,000 · similar: $2,250,000–$16,950,000
2
similar: 5–32
$50,000
similar: $15,000–$100,000
2024–2024
EDGAR ↗CF Canyon FundCo, LLCshared people, same business addressSCOTTSDALE, AZOther Real Estate3$1,790,000
offering $26,000,000 · similar: $3,160,078–$25,000,000
10
similar: 4–53
$100,000
similar: $25,000–$100,000
2024–2025
EDGAR ↗PA Pickleball at Riverwalk FundCo, LLCshared people, same business address, similar issuer namesSCOTTSDALE, AZOther Real Estate2$1,126,140
offering $22,000,000 · similar: $3,160,078–$25,000,000
14
similar: 4–53
$100,000
similar: $25,000–$100,000
2024–2025
EDGAR ↗RS Rifle Storage ManageCo, LLCshared people, same business addressSCOTTSDALE, AZCommercial1$3,511,088
offering $6,000,000 · similar: $3,000,000–$20,000,000
3
similar: 4–26
$1,000
similar: $25,000–$100,000
2025–2025
EDGAR ↗CQ Canyon QOF FundCo, LLCshared people, same business addressSCOTTSDALE, AZOther Real Estate2$5,895,000
offering Indefinite · similar: $3,160,078–$25,000,000
17
similar: 4–53
$100,000
similar: $25,000–$100,000
2025–2026
EDGAR ↗CH Caliber HS Georgetown FundCo, LLCshared people, same business address, similar issuer namesSCOTTSDALE, AZOther Real Estate2$25,000
offering $8,000,000 · similar: $3,160,078–$25,000,000
1
similar: 4–53
$25,000
similar: $25,000–$100,000
2025–2026
EDGAR ↗CH Caliber HS Steamboat FundCo, LLCshared people, same business address, similar issuer namesSCOTTSDALE, AZOther Real Estate1$100,000
offering $10,250,000 · similar: $3,160,078–$25,000,000
1
similar: 4–53
$100,000
similar: $25,000–$100,000
2026–2026
EDGAR ↗CH CALIBER HS TSMC FUNDCO, LLCshared people, same business address, similar issuer namesSCOTTSDALE, AZOther Real Estate1$100,000
offering $25,000,000 · similar: $3,160,078–$25,000,000
1
similar: 4–53
$100,000
similar: $25,000–$100,000
2026–2026
EDGAR ↗TO Tonto Oaks FundCo, LLCshared people, same business addressSCOTTSDALE, AZOther Real Estate1$4,650,000
offering $6,000,000 · similar: $3,160,078–$25,000,000
3
similar: 4–53
$50,000
similar: $25,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (9 industry/exemption sets on this page); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Sep 21, 2026Tonto Oaks FundCo, LLCDOther Real Estate$6,000,000$4,650,000
EDGAR ↗Aug 6, 2026Caliber Tax Advantaged Opportunity Zone Fund II, LLCD/AOther Real Estate$250,000,000$39,739,205
EDGAR ↗Jul 20, 2026Pickleball at Riverwalk Fund, LLCD/AOther Real Estate$22,000,000$2,176,140
EDGAR ↗Jul 8, 2026Pickleball at Riverwalk Opportunity Zone Fund, LLCD/AOther Real Estate$22,000,000$3,347,445
EDGAR ↗May 19, 2026Caliber HS Georgetown FundCo, LLCD/AOther Real Estate$8,000,000$25,000
EDGAR ↗May 18, 2026Canyon QOF FundCo, LLCD/AOther Real EstateIndefinite$5,895,000
EDGAR ↗May 18, 2026Caliber Core Plus Growth & Income Fund LLCD/AOther Real EstateIndefinite$2,937,543
EDGAR ↗May 1, 2026CALIBER HS TSMC FUNDCO, LLCDOther Real Estate$25,000,000$100,000
EDGAR ↗Feb 11, 2026Caliber Hospitality Trust, Inc.D/AREITS and Finance$100,000,000$22,296,321
EDGAR ↗Feb 9, 2026Caliber HS Steamboat FundCo, LLCDOther Real Estate$10,250,000$100,000
EDGAR ↗Dec 15, 2025Caliber Opportunistic Growth Fund LLCD/AOther Real Estate$250,000,000$520,000
EDGAR ↗Nov 25, 2025Pickleball at Riverwalk FundCo, LLCD/AOther Real Estate$22,000,000$1,126,140
EDGAR ↗Nov 25, 2025Canyon FundCo, LLCD/AOther Real Estate$26,000,000$1,790,000
EDGAR ↗Nov 25, 2025Lorca FundCo, LLCD/AOther Real Estate$12,000,000$1,773,000
EDGAR ↗Nov 4, 2025CaliberCos Inc.DOther Real Estate$22,000,000$1,897,505
EDGAR ↗Aug 6, 2025Caliber Tax Advantaged Opportunity Zone Fund II, LLCD/AOther Real Estate$250,000,000$38,433,880
EDGAR ↗Jul 25, 2025Pickleball at Riverwalk Fund, LLCD/AOther Real Estate$22,000,000$951,140
EDGAR ↗Jul 15, 2025Pickleball at Riverwalk Opportunity Zone Fund, LLCD/AOther Real Estate$22,000,000$2,697,445
EDGAR ↗May 22, 2025Caliber HS Georgetown FundCo, LLCDOther Real Estate$8,000,000$0
EDGAR ↗May 20, 2025Caliber Core Plus Growth & Income Fund LLCD/AOther Real EstateIndefinite$2,937,543
EDGAR ↗May 19, 2025Canyon QOF FundCo, LLCDOther Real EstateIndefinite$0
EDGAR ↗Feb 14, 2025Rifle Storage ManageCo, LLCDCommercial$6,000,000$3,511,088
EDGAR ↗Feb 10, 2025Ironwood MezzCo, LLCD/APooled Investment FundIndefinite$13,512,000
EDGAR ↗Feb 6, 2025Caliber Hospitality Trust, Inc.D/AREITS and Finance$100,000,000$28,223,446
EDGAR ↗Jan 21, 2025SP 10 Preferred Equity, LLCD/AOther Real Estate$30,200,000$7,689,100
EDGAR ↗Jan 14, 2025SP 10 Preferred Equity, LLCD/AOther Real Estate$17,200,000$7,389,100
EDGAR ↗Dec 23, 2024Canyon FundCo, LLCD/AOther Real Estate$26,000,000$650,000
EDGAR ↗Dec 12, 2024Caliber Opportunistic Growth Fund LLCD/AOther Real Estate$250,000,000$520,000
EDGAR ↗Dec 11, 2024CaliberCos Inc.DOther Real Estate$15,000,000$2,000,000
EDGAR ↗Nov 6, 2024Lorca FundCo, LLCD/AOther Real Estate$12,000,000$2,553,000
EDGAR ↗Oct 30, 2024Pickleball at Riverwalk FundCo, LLCDOther Real Estate$22,000,000$150,000
EDGAR ↗Oct 30, 2024Canyon FundCo, LLCDOther Real Estate$11,000,000$500,000
EDGAR ↗Oct 3, 2024Caliber Core Plus Growth & Income Fund REIT, LLCD/AREITS and Finance$125,000$24,000
EDGAR ↗Sep 20, 2024Ironwood 92 Partners, LLCDOther Real Estate$2,000,000$150,000
EDGAR ↗Aug 1, 2024Caliber Tax Advantaged Opportunity Zone Fund II, LLCD/AOther Real Estate$250,000,000$32,093,095
EDGAR ↗Jul 24, 2024Pickleball at Riverwalk Fund, LLCDOther Real Estate$22,000,000$100,000
EDGAR ↗Jul 3, 2024Pickleball at Riverwalk Opportunity Zone Fund, LLCDOther Real Estate$22,000,000$250,000
EDGAR ↗May 16, 2024Caliber Fixed Income Fund III, LPD/APooled Investment Fund$100,000,000$70,858,212
EDGAR ↗Apr 24, 2024Caliber Core Plus Growth & Income Fund LLCD/AOther Real EstateIndefinite$2,633,192
EDGAR ↗Apr 10, 2024West Ridge FundCo, LLCDOther Real EstateIndefinite$2,500,000
EDGAR ↗Feb 13, 2024Ironwood MezzCo, LLCD/APooled Investment FundIndefinite$13,512,000
EDGAR ↗Feb 6, 2024Caliber Hospitality Trust, Inc.D/AREITS and Finance$100,000,000$1,505,000
EDGAR ↗Jan 16, 2024SP 10 Preferred Equity, LLCDOther Real Estate$17,200,000$700,000
EDGAR ↗Dec 18, 2023Caliber Opportunistic Growth Fund LLCD/AOther Real Estate$250,000,000$380,000
EDGAR ↗Nov 8, 2023Lorca FundCo, LLCDOther Real Estate$12,000,000$73,000
EDGAR ↗Oct 20, 2023Caliber Hospitality Trust, Inc.DREITS and Finance$50,000,000$0
EDGAR ↗Oct 2, 2023Caliber Core Plus Growth & Income Fund REIT, LLCDREITS and Finance$125,000$2,000
EDGAR ↗Sep 8, 2023Encore MezzCo, LLCDPooled Investment Fund$15,000,000$1,065,000
EDGAR ↗Aug 1, 2023Caliber Tax Advantaged Opportunity Zone Fund II, LLCD/AOther Real Estate$250,000,000$20,172,551
EDGAR ↗May 10, 2023Caliber Fixed Income Fund III, LPD/APooled Investment Fund$100,000,000$65,945,212
EDGAR ↗Apr 25, 2023Caliber Core Plus Growth & Income Fund LLCDOther Real EstateIndefinite$233,959
EDGAR ↗Apr 21, 2023West Frontier FundCo, LLCDOther Real Estate$3,000,000$225,000
EDGAR ↗Apr 14, 2023Caliber Hospitality, LPDOther Real EstateIndefinite$83,661,018
EDGAR ↗Mar 20, 2023CaliberCos Inc.DOther Real Estate$25,000,000$19,329,000
EDGAR ↗Mar 20, 2023CaliberCos Inc.DOther Real Estate$15,000,000$10,490,000
EDGAR ↗Feb 14, 2023Ironwood MezzCo, LLCD/APooled Investment FundIndefinite$8,815,000
EDGAR ↗Dec 20, 2022Caliber Opportunistic Growth Fund LLCDOther Real Estate$250,000,000$20,000
EDGAR ↗Aug 8, 2022Caliber Tax Advantaged Opportunity Zone Fund II, LLCDOther Real Estate$250,000,000$1,375,000
EDGAR ↗Jul 21, 2022Encore MezzCo, LLCDPooled Investment Fund$8,500,000$8,500,000
EDGAR ↗Jul 15, 2022SouthPointe MezzCo, LLCDOther Real Estate$5,600,000$370,000
EDGAR ↗May 27, 2022Northsight Crossing AZ, LLCDOther Real Estate$8,100,000$6,275,000
EDGAR ↗May 11, 2022Caliber Tax Advantaged Opportunity Zone Fund, LPD/APooled Investment Fund$500,000,000$159,767,733
EDGAR ↗May 11, 2022Caliber Fixed Income Fund III, LPD/APooled Investment Fund$100,000,000$61,166,208
EDGAR ↗Apr 21, 2022Riverwalk Land MezzCo, LLCDCommercial$10,250,000$270,000
EDGAR ↗Apr 15, 2022Boardwalk MezzCo, LLCDCommercial$6,500,000$1,345,636
EDGAR ↗Feb 22, 2022Ironwood MezzCo, LLCDPooled Investment FundIndefinite$8,370,000
EDGAR ↗Feb 18, 2022Commons FundCo, LLCDPooled Investment Fund$9,000,000$1,943,000
EDGAR ↗Feb 15, 2022Southridge MezzCo, LLCDPooled Investment Fund$4,810,000$4,465,000
EDGAR ↗May 11, 2021Caliber Tax Advantaged Opportunity Zone Fund, LPD/APooled Investment Fund$500,000,000$83,411,010
EDGAR ↗May 11, 2021Caliber Fixed Income Fund III, LPD/APooled Investment Fund$100,000,000$50,972,086
EDGAR ↗May 11, 2021Caliber Diversified Opportunity Fund II LPD/APooled Investment Fund$100,000,000$26,451,627
EDGAR ↗Mar 8, 2021Pima Center FundCo, LLCDPooled Investment Fund$12,000,000$470,000
EDGAR ↗Oct 9, 2020Caliber Tax Advantaged Opportunity Zone Fund, LPD/APooled Investment Fund$500,000,000$61,195,617
EDGAR ↗Oct 9, 2020Caliber Fixed Income Fund III, LPD/APooled Investment Fund$100,000,000$43,266,517
EDGAR ↗Oct 9, 2020Caliber Diversified Opportunity Fund II LPD/APooled Investment Fund$100,000,000$25,079,693
EDGAR ↗Sep 30, 2020Caliber Diversified Opportunity Fund II LPD/APooled Investment Fund$100,000,000$25,079,693
EDGAR ↗Sep 29, 2020Caliber Fixed Income Fund III, LPD/APooled Investment Fund$100,000,000$43,266,517
EDGAR ↗Sep 29, 2020Caliber Tax Advantaged Opportunity Zone Fund, LPD/APooled Investment Fund$500,000,000$61,195,617
EDGAR ↗Jul 20, 2020Caliber Tax Advantaged Opportunity Zone Fund, LPD/APooled Investment Fund$500,000,000$60,743,503
EDGAR ↗Jul 20, 2020Caliber Fixed Income Fund III, LPD/APooled Investment Fund$100,000,000$41,609,392
EDGAR ↗Jul 20, 2020Caliber Diversified Opportunity Fund II LPD/APooled Investment Fund$100,000,000$24,929,694
EDGAR ↗Jun 27, 2019Caliber Tax Advantaged Opportunity Zone Fund, LPDPooled Investment Fund$500,000,000$12,870,000
EDGAR ↗Jun 27, 2019Caliber Fixed Income Fund III, LPDPooled Investment Fund$100,000,000$10,247,515
EDGAR ↗Jun 27, 2019Caliber Diversified Opportunity Fund II LPD/APooled Investment Fund$100,000,000$14,169,088
EDGAR ↗Aug 15, 2018CH Ocotillo Inv Fund LLCDOther$4,500,000$3,500,000
EDGAR ↗Dec 27, 2017Caliber Diversified Opportunity Fund II LPDOther Real EstateIndefinite$2,757,000
EDGAR ↗May 18, 2016Tucson East, LLCDCommercial$6,500,000$0
EDGAR ↗Feb 25, 2016CaliberCos Inc.D/AOther Real Estate$15,000,000$0
EDGAR ↗Feb 5, 2016CaliberCos Inc.DOther Real Estate$15,000,000$0
EDGAR ↗Jan 7, 2016Caliber Residential Advantage Fund LLLPDCommercialIndefinite$0
EDGAR ↗Nov 6, 2015GC Square, LLCDCommercial$3,500,000$2,175,163
EDGAR ↗Apr 3, 2015CaliberCos Inc.DOther Real Estate$3,000,000$828,500
EDGAR ↗Jan 2, 2015CaliberCos Inc.D/AOther Real Estate$1,000,000$630,000
EDGAR ↗Dec 5, 2014CaliberCos Inc.DOther Real Estate$1,000,000$255,000
EDGAR ↗Dec 11, 2013CDIF, LLCD/ACommercial$25,000,000$2,305,000
EDGAR ↗Jul 1, 2013CDIF, LLCDCommercial$25,000,000$645,000

Activity: 4 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Sep 21, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Commercial (2013), Other Real Estate (2014–2015), Commercial (2015–2016), Other Real Estate (2016), Commercial (2016), Pooled Investment Fund (2017), Other (2018), Pooled Investment Fund (2019–2022), Commercial (2022), Other Real Estate (2022), Pooled Investment Fund (2022), Other Real Estate (2022–2023), Pooled Investment Fund (2023), REITS and Finance (2023), Other Real Estate (2023–2024), Commercial (2025). Latest offering: Other Real Estate (2025–2026; most recent Sep 21, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
JL John C. Loeffler IIExecutive Officer, Director39Jul 1, 2013 → Sep 21, 2026
JS Jennifer SchraderExecutive Officer, Director30Dec 5, 2014 → Sep 21, 2026
RB Roy BadeExecutive Officer29Feb 15, 2022 → Sep 21, 2026
JL Jade LeungExecutive Officer28Feb 15, 2022 → Jul 20, 2026
GJ Greg JamesExecutive Officer4Feb 9, 2026 → Sep 21, 2026
TO Tonto Oaks ManageCo, LLC entityDirector1Sep 21, 2026 → Sep 21, 2026
YA Yaron AshkenaziExecutive Officer1Oct 20, 2023 → Feb 11, 2026
GJ Gregory Randolph JamesExecutive Officer1Nov 4, 2025 → Nov 4, 2025
MT Michael TrzupekDirector1Dec 11, 2024 → Nov 4, 2025
DH Daniel Paul HansenDirector1Dec 11, 2024 → Nov 4, 2025
LT Lawrence X. Taylor IIIDirector1Dec 11, 2024 → Nov 4, 2025
WG William J GerberDirector1Dec 11, 2024 → Nov 4, 2025
IM Ignacio MartinezExecutive Officer1Dec 11, 2024 → Dec 11, 2024
JH John E HartmanExecutive Officer1Mar 20, 2023 → Mar 20, 2023
JR James RiggsDirector1May 27, 2022 → May 27, 2022
JM James MullinDirector1Apr 15, 2022 → Apr 15, 2022
CL Chris LoefflerExecutive Officer, Director1Apr 3, 2015 → Feb 25, 2016
LH Leland HartyExecutive Officer1Feb 5, 2016 → Feb 25, 2016
PA Peter AnadranistakisExecutive Officer1Feb 5, 2016 → Feb 25, 2016
DS Donnie SchraderDirector1Apr 3, 2015 → Feb 5, 2016
PA Peter AnandranistakisExecutive Officer1Apr 3, 2015 → Apr 3, 2015
PB Paul BressanExecutive Officer1Apr 3, 2015 → Apr 3, 2015
CS Corey SchwartzExecutive Officer1Jul 1, 2013 → Dec 11, 2013

Business registration (state registry / Secretary of State)

None of the 30 issuers (first 30 of 39 issuers checked; each issuer page has its own record) has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Caliber.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Caliber as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

21 Regulation A filings — tap to see each filing
SourceFiledFormIssuerAmount offered (as reported)Amount sold (as reported)Matched on
EDGAR ↗Mar 6, 2025
File 024-12540
Regulation A offering statement — amendment (Form 1-A/A)
Amendment filed
CaliberCos Inc.
Scottsdale, AZ
$20,000,000 · Tier 2
via ARKap Markets, LLC.
Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Feb 28, 2025
File 024-12540
Regulation A offering statement — amendment (Form 1-A/A)
Amendment filed
CaliberCos Inc.
Scottsdale, AZ
$20,000,000 · Tier 2
via ARKap Markets, LLC.
Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Dec 12, 2024
File 024-12540
Regulation A offering statement — amendment (Form 1-A/A)
Amendment filed
CaliberCos Inc.
Scottsdale, AZ
$20,000,000 · Tier 2
via ARKap Markets, LLC.
Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Dec 6, 2024
File 024-12540
Regulation A offering statement (Form 1-A)
Offering statement filed
CaliberCos Inc.
Scottsdale, AZ
$20,000,000 · Tier 2
via ARKap Markets, LLC.
Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Apr 27, 2023
File 24R-00272
Regulation A annual report (Form 1-K)
Annual report filed
CaliberCos Inc.
SCOTTSDALE, AZ
Not reportedNot reportedsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Apr 28, 2022
File 24R-00272
Regulation A annual report (Form 1-K)
Annual report filed
CaliberCos Inc.
SCOTTSDALE, AZ
Not reportedNot reportedsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Apr 30, 2021
File 24R-00272
Regulation A annual report (Form 1-K)
Annual report filed
CaliberCos Inc.
SCOTTSDALE, AZ
Not reportedNot reportedsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Jun 22, 2020
File 024-11016
Regulation A post-qualification amendment (Form 1-A POS)
Post-qualification amendment filed
CaliberCos Inc.
Scottsdale, AZ
$50,000,000 · Tier 2
via SI Securities, LLC (CRD 170937 · BrokerCheck ↗)
Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Jun 19, 2020
File 024-11016
Regulation A post-qualification amendment (Form 1-A POS)
Post-qualification amendment filed
CaliberCos Inc.
Scottsdale, AZ
$50,000,000 · Tier 2
via SI Securities, LLC (CRD 170937 · BrokerCheck ↗)
Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Jun 19, 2020
File 24R-00272
Regulation A annual report (Form 1-K)
Annual report filed
CaliberCos Inc.
SCOTTSDALE, AZ
Not reportedNot reportedsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗May 27, 2020
File 024-11016
Regulation A post-qualification amendment (Form 1-A POS)
Post-qualification amendment filed
CaliberCos Inc.
Scottsdale, AZ
$50,000,000 · Tier 2
via SI Securities, LLC (CRD 170937 · BrokerCheck ↗)
Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Feb 7, 2020
File 024-11016
Regulation A offering statement — amendment (Form 1-A/A)
Amendment filed
CaliberCos Inc.
Scottsdale, AZ
$50,000,000 · Tier 2
via SI Securities, LLC (CRD 170937 · BrokerCheck ↗)
Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Feb 6, 2020
File 024-11016
Regulation A offering statement — amendment (Form 1-A/A)
Amendment filed
CaliberCos Inc.
Scottsdale, AZ
$50,000,000 · Tier 2
via SI Securities, LLC (CRD 170937 · BrokerCheck ↗)
Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Jan 24, 2020
File 024-11016
Regulation A offering statement — amendment (Form 1-A/A)
Amendment filed
CaliberCos Inc.
Scottsdale, AZ
$50,000,000 · Tier 2
via SI Securities, LLC (CRD 170937 · BrokerCheck ↗)
Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Jan 3, 2020
File 024-11016
Regulation A offering statement — amendment (Form 1-A/A)
Amendment filed
CaliberCos Inc.
Scottsdale, AZ
$50,000,000 · Tier 2
via SI Securities, LLC (CRD 170937 · BrokerCheck ↗)
Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Dec 5, 2019
File 024-11016
Regulation A offering statement — amendment (Form 1-A/A)
Amendment filed
CaliberCos Inc.
Scottsdale, AZ
$50,000,000 · Tier 2
via SI Securities, LLC
Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Sep 23, 2019
File 024-11016
Regulation A offering statement — amendment (Form 1-A/A)
Amendment filed
CaliberCos Inc.
Scottsdale, AZ
$50,000,000 · Tier 2Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Aug 19, 2019
File 024-11016
Regulation A offering statement — amendment (Form 1-A/A)
Amendment filed
CaliberCos Inc.
Scottsdale, AZ
$50,000,000 · Tier 2Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Aug 19, 2019
File 024-11059
Regulation A offering statement — amendment (Form 1-A/A)
Amendment filed
CaliberCos Inc.
Scottsdale, AZ
$50,000,000 · Tier 2Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Aug 19, 2019
File 024-11059
Regulation A offering statement (Form 1-A)
Offering statement filed
CaliberCos Inc.
Scottsdale, AZ
$50,000,000 · Tier 2Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%
EDGAR ↗Jun 13, 2019
File 024-11016
Regulation A offering statement (Form 1-A)
Offering statement filed
CaliberCos Inc.
Scottsdale, AZ
$50,000,000 · Tier 2Not reported on this formsame CIK (SEC registrant number) as the Form D issuer · 100%

Amounts are as reported by the issuer on the form; Regulation Crowdfunding forms report a target and maximum, not sales. Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

Public profiles and social

No website or social profile named in Caliber's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #155,689 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Export this report as PDF · Premium

Request diligence pack (Premium) PartnerFacts asks the sponsor for the standard information pack and delivers it to you labelled "provided by the sponsor".

Change history

No corrections have been requested for this page.

Request a correction

Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.

Sponsor response

Add a sourced explanation next to any fact. Reviewed before publishing.

Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (outside the US (as filed: SCOTTSDALE), AZ). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn companies ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Arizona Judicial Branch public access ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Arizona Secretary of State business search ↗OpenCorporates ↗