Form D · Other Investment Fund
3650 Real Estate Investment Trust 5 LLC
Miami, FL · CIK 0002051582
Offering snapshot reported Jan 17, 2025 · SEC filing
- Reported sold
- $125K Offering amount: $125K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Jan 17, 2025 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 17, 2025 | Initial | $125,000 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6.25K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-535692
12.0% Series A Cumulative Preferred Membership Interest Shares
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| H & L Equities, LLC | 113794 | Patrick J. Whelchel · CRD 5389090 |
Source: Form D, filed Jan 17, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| N/A 3650 Bed Invest Co Gp Llc | Promoter |
| N/A 3650 Reit Investment Management Llc | Executive |
| Toby Cobb | Executive |
| Justin Kennedy | Executive |
| Jonathan Roth | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
2977 Mc Farlane Road, Suite 300
Miami, FL, 33133
Miami, FL, 33133