Form D · Other Investment Fund
Alliant Tax Credit Fund 62, Ltd.
Woodland Hills, CA · CIK 0001755747
Offering snapshot reported Oct 12, 2018 · SEC filing
- Reported sold
- $136M Offering amount: $136M
- Investors reported
- 10 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Dec 17, 2010 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 |
|---|---|---|---|---|---|
| Oct 12, 2018 | Initial | $136,004,994 | No comparison | 10 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.3M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-323448
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Alliant Equity Investments, LLC | 104386 | |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | 7691 | |
| Compass Securities Corporation | 16168 |
Source: Form D, filed Oct 12, 2018. 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 |
|---|---|
| N/A Alliant Capital, Ltd | Executive |
| N/A Alliant Gp 62, Llc | Executive |
| N/A Alliant, Inc. | Executive |
| Brian Goldberg | Executive |
| Shawn Horwitz | Executive |
| Jim Jenkins | Executive |
| Sidney Kohl | Executive |
| Scott Kotick | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
21600 Oxnard Street Suite 1200
Woodland Hills, CA, 91367
Woodland Hills, CA, 91367