Form D · REITS and Finance

650 Madison Preferred REIT LLC

Purchase, NY · CIK 0001506279

Offering snapshot reported Mar 8, 2011 · SEC filing

Reported sold
$125K
Offering amount: $125K
Investors reported
125
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Nov 9, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$62.5K$125KNov 22, 2010: $119,000.00Nov 22, 2010Mar 8, 2011: $125,000.00Mar 8, 2011

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$119,000 → $125,000
  • Reported investors119 → 125

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 8, 2011Amendment$125,000$6,000vs Nov 22, 2010125SEC filing
Nov 22, 2010Initial$119,000No comparison119SEC filing

Offering details

Securities
Equity
Exemptions
06, 3C, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$6.25K (estimated)
Finders' fees
$0
Form D file number
021-150846

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Charles Harrison3071551H & L Equities, LLC · CRD 113794
Phyllis Beck1020488H & L Equities, LLC · CRD 113794
Patrick J. Whelchel5389090H & L Equities, LLC · CRD 113794

Source: Form D, filed Mar 8, 2011. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

650 MADISON PREFERRED REIT LLC

Investment adviser: ARES REAL ESTATE MANAGEMENT HOLDINGS, LLC

Gross asset value
$169M
Beneficial owners
127
ADV minimum commitment
$0

Reported in Form ADV on Jan 9, 2014. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG LLP NEW YORK, New York, United States
Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 776463 · Jan 9, 2014 · Schedule D 7.B.(1), fund 805-9006901987

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
N/A Area 650 Manager Llc Promoter
Richard J. Mack Director
Lee Neibart Director
Bradford Wildauer Director, Executive
Gao Xiqing Director

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
2 Manhattanville Rd. Suite 200
Purchase, NY, 10577