Form D · REITS and Finance
AVANATH ELEVATE REIT, INC.
Irvine, CA · CIK 0001792320
Offering snapshot reported Nov 3, 2022 · SEC filing
- Reported sold
- $125K Offering amount: $125K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Oct 19, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 3, 2022 | Initial | $125,000 | No comparison | 125 | SEC filing |
| Feb 28, 2020 | Initial | $120,000,000 | No comparison | 4 | SEC filing |
| Feb 11, 2020 | Initial | $0 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6.25K
- Finders' fees
- $0
- Form D file number
- 021-463809
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Charles B. Harrison | 3071551 | H&L Equities, LLC · CRD 113794 |
| Scott Harrison | 4981070 | H&L Equities, LLC · CRD 113794 |
| Patrick J. Whelchel | 5389090 | H&L Equities, LLC · CRD 113794 |
| Lori Mayfield | 4899271 | H&L Equities, LLC · CRD 113794 |
Source: Form D, filed Nov 3, 2022. 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
AVANATH ELEVATE REIT, INC.
Investment adviser: AVANATH CAPITAL MANAGEMENT, LLC
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Mar 31, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 1516236 · Mar 31, 2021 · Schedule D 7.B.(1), fund 805-2132376230
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 |
|---|---|
| Daryl J. Carter | Director, Executive |
| Ellen R. Guccione | Executive |
| Jun Sakumoto | Executive |
| John R. Williams | Executive |
| Wesley R. Wilson | Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:Irvine, CA, 92614