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 soldDates 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
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 8, 2011 | Amendment | $125,000 | $6,000vs Nov 22, 2010 | 125 | SEC filing |
| Nov 22, 2010 | Initial | $119,000 | No comparison | 119 | SEC 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
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Charles Harrison | 3071551 | H & L Equities, LLC · CRD 113794 |
| Phyllis Beck | 1020488 | H & L Equities, LLC · CRD 113794 |
| Patrick J. Whelchel | 5389090 | H & 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
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.
| Name | Reported 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:Purchase, NY, 10577