Form D · Residential

AW NEWPORT, DST

Aliso Viejo, CA · CIK 0001807966

Offering snapshot reported Mar 30, 2020 · SEC filing

Reported sold: $3.92M
Investors reported: 17
Minimum accepted: $0
First sale: Dec 19, 2019

Fundraising history

Reported sold

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.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 30, 2020	Initial	$3,922,663	No comparison	17	SEC filing
Mar 30, 2020	Amendment	$3,922,663	$0vs Mar 30, 2020	17	SEC filing

Offering details

Securities: Equity, Other
Exemptions: 06c
Duration over one year: No
Business combination: No

Sales commissions: $532K (estimated)
Finders' fees: $0
Form D file number: 021-363877

BENEFICIAL INTERESTS IN DELAWARE STATUTORY TRUST REFLECTING BENEFICIAL INTEREST IN REAL ESTATE.

TOTAL COMMISSIONS THAT WILL BE PAID IF ALL SECURITIES ARE SOLD AND ALL COMMISSIONS PAID.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
CHAY LAPIN	6275140	WEALTHFORGE SECURITIES, LLC · CRD 152550
JASON SALMON	6081963	WEALTHFORGE SECURITIES, LLC · CRD 152550

Source: Form D, filed Mar 30, 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
Name	Reported role
Tanya Muro	Executive, Promoter
Blake Wettengel	Executive, Promoter

Issuer details

Industry: Residential (See others in industry)

Address:

130 Vantis Drive, Suite 170
Aliso Viejo, CA, 92656