Form D · REITS and Finance

Angel Oak Real Estate Investment Trust I

Atlanta, GA · CIK 0001692475

Offering snapshot reported Dec 23, 2016 · SEC filing

Reported sold
$125K
Offering amount: $125K
Investors reported
125
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Dec 19, 2016
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 23, 2016Initial$125,000No comparison125SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$6.25K (estimated)
Finders' fees
$0
Form D file number
021-277013
The sales commission payable to H&L Equities is 5% of the total capital raised.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Lori Mayfield4899271H&L Equities, LLC · CRD 113794
Phyllis Johnson1020488H&L Equities, LLC · CRD 113794
Patrick J. Whelchel5389090H&L Equities, LLC · CRD 113794
Charlies B. Harrison3071551H&L Equities, LLC · CRD 113794
Scott Harrison4981070H&L Equities, LLC · CRD 113794

Source: Form D, filed Dec 23, 2016. 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
Dory Black Executive
Dan Fazioli Executive
Howard L. Feinsand Director
Lawrence R. Hirsh Director
Prabhu Sreeniwas Director, Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
3060 Peachtree Road, Suite 500
Atlanta, GA, 30305