Form D · REITS and Finance
AEGON WORKFORCE HOUSING PARK AT VIA ROSA REIT, LLC
Cedar Rapids, IA · CIK 0001798927
Offering snapshot reported Jan 28, 2020 · 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 22, 2020 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 28, 2020 | Initial | $125,000 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6.25K
- Finders' fees
- $0
- Form D file number
- 021-359043
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| H & L Equities, LLC | 113794 | |
| Charles B. Harrison | 3071551 | |
| Scott Harrison | 4981070 | |
| Patrick J. Whelchel | 5389090 | |
| Lori Mayfield | 4899271 | |
| Charles Mathes | 5980160 |
Source: Form D, filed Jan 28, 2020. 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 |
|---|---|
| Scott Cote | Executive |
| Robert Davies | Director |
| Christoph Gabler | Executive |
| Aron Hansen | Executive |
| Cameron Jones | Director, Executive |
| Zachary Segal | Director |
| Blaine Shaffer | Director, Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
6300 C Street Sw
Cedar Rapids, IA, 52499
Cedar Rapids, IA, 52499