Form D · REITS and Finance

AG Funds Cityplace REIT Corp.

New York, NY · CIK 0001628626

Offering snapshot reported Jan 6, 2020 · SEC filing

Reported sold
$42.8K
Indefinite offering
Investors reported
126
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Jan 1, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$18.9M$37.8MJan 13, 2015: $125,000.00Jan 13, 2015Jan 12, 2016: $31,618,717.00Jan 6, 2017: $37,800,000.00Jan 8, 2018: $36,000,000.00Jan 8, 2018: $36,000,000.00Jan 8, 2019: $2,500,000.00Jan 6, 2020: $42,838.00Jan 6, 2020

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$2,500,000 → $42,838

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 6, 2020Amendment$42,838-$2,457,162vs Jan 8, 2019126SEC filing
Jan 8, 2019Amendment$2,500,000-$33,500,000vs Jan 8, 2018126SEC filing
Jan 8, 2018Amendment$36,000,000-$1,800,000vs Jan 6, 2017126SEC filing
Jan 8, 2018Amendment$36,000,000-$1,800,000vs Jan 6, 2017126SEC filing
Jan 6, 2017Amendment$37,800,000$6,181,283vs Jan 12, 2016126SEC filing
Jan 12, 2016Amendment$31,618,717$31,493,717vs Jan 13, 2015125SEC filing
Jan 13, 2015Initial$125,000No comparison125SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-232070

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Charles B. Harrison3071551H & L Equities, LLC · CRD 113794
Scott Harrison4981070H & L Equities, LLC · CRD 113794
Phyllis J. Beck1020488H & L Equities, LLC · CRD 113794
Patrick J. Whelchel5389090H & L Equities, LLC · CRD 113794
Lori Mayfield4899271H & L Equities, LLC · CRD 113794

Source: Form D, filed Jan 6, 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.

People and organizations reported in Form D filings
NameReported role
William Abbate Executive
John M. Angelo Director, Executive
Michael Chang Executive
Louis Fridel Executive
Michael L. Gordon Director, Executive
Matthew Jackson Executive
Ryan Klenovich Executive
Reid Liffman Executive
Christina Lyndon Executive
Mark Maduras Executive
Christopher M. Oka Executive
Dana G. Roffman Executive
Daniel Rudin Executive
Adam Schwartz Director, Executive
Gregory Shalette Executive
Bruce Stachenfeld Executive
Frank Stadelmaier Director, Executive
Allan Sternberg Executive
Joseph R. Wekselblatt Director, Executive
Steven G. White Executive
Kirk Wickman Director, Executive
Forest Wolfe Director, Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
245 Park Avenue, 26 Th Floor
New York, NY, 10167