Form D · Commercial

4ANDJ, DST

Aliso Viejo, CA · CIK 0001889742

Offering snapshot reported Nov 3, 2021 · SEC filing

Reported sold
$1.49M
Offering amount: $49.6M
Investors reported
5
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 28, 2021
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 3, 2021Initial$1,485,250No comparison5SEC filing

Offering details

Securities
Equity, Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$4.46M
Finders' fees
$0
Form D file number
021-419602
BENEFICIAL INTERESTS IN A DELAWARE STATUTORY TRUST REFLECTING BENEFICIAL INTERESTS IN REAL ESTATE.
TOTAL COMMISSIONS AND FEES THAT WILL BE PAID IF ALL SECURITIES ARE SOLD AND ALL COMMISSIONS PAID.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
ROBERT ZINK5105262WHITEHALL-PARKER SECURITIES, INC. · CRD 10608
ROBERT BOGGESS5007422GREAT POINT CAPITAL LLC · CRD 114203
RYAN SHERER5952617EMERSON EQUITY LLC · CRD 130032
TIMOTHY SHERER833618EMERSON EQUITY LLC · CRD 130032

Source: Form D, filed Nov 3, 2021. 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.

People and organizations reported in Form D filings
NameReported role
Tanya Muro Executive, Promoter
Brian Nelson Executive, Promoter
Blake Wettengel Executive, Promoter

Issuer details

Industry: Commercial (See others in industry)

Address:
20 Enterprise, Suite 400
Aliso Viejo, CA, 92656