Form D · Other Real Estate
Azul Bay Resort Holdings, LLC
Atlanta, GA · CIK 0001721095
Offering snapshot reported Dec 22, 2017 · SEC filing
- Reported sold
- $17.8M Offering amount: $17.8M
- Investors reported
- 179 Form D · investor count
- Minimum accepted
- $17.7K Reported outside-investor minimum
- First sale
- Dec 14, 2017 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 179
- Minimum accepted$57,018 → $17,676
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 22, 2017 | Amendment | $17,757,306 | No comparison | 179 | SEC filing |
| Nov 9, 2017 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.95M
- Finders' fees
- $0
- Form D file number
- 021-298411
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Cheryl L. Romann | 3163696 | Capital Financial Services, Inc. · CRD 8408 |
| Matthew R. Wilson | 4576995 | Capital Financial Services, Inc. · CRD 8408 |
| Robin D. Walls | 2486133 | Capital Financial Services, Inc. · CRD 8408 |
| Steven R. Knuttila | 3039112 | Capital Financial Services, Inc. · CRD 8408 |
| Eugene C. Thompson, IV | 4350479 | Capital Investment Group, Inc. · CRD 14752 |
| DFPG Investments, Inc. | 155576 | |
| Jay S. Salamone | 3240435 | G. A. Repple & Company · CRD 17486 |
| Jason H. Freeman | 2995587 | International Assets Advisory, LLC · CRD 10645 |
| Kalos Capital, Inc. | 44337 | |
| Guy A. Harrigan | 1817525 | Lion Street Financial, LLC · CRD 165828 |
| James Teegarden | 2812366 | Lion Street Financial, LLC · CRD 165828 |
| Darren W. Oglesby | 2480135 | Money Concepts Capital Corp · CRD 12963 |
| The Strategic Financial Alliance, Inc. | 126514 | |
| Aaron P. Sevigny | 4314368 | United Planners' Financial Services of America A Limited Partner · CRD 20804 |
| David A. Shindel | 4520784 | United Planners' Financial Services of America A Limited Partner · CRD 20804 |
| Michael A. Baker | 4037933 | United Planners' Financial Services of America A Limited Partner · CRD 20804 |
| Triloma Securities, LLC | 173059 |
Source: Form D, filed Dec 22, 2017. 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 |
|---|---|
| Jed C. Linsider | Executive |
| Adam Lloyd | Executive |
| Robert M. Mc Cullough | Executive |
| Alan N. Solon | Director, Executive |
| Ralph Teal, Jr. | Director |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
3424 Peachtree Road, N.E. Suite 1550
Atlanta, GA, 30326
Atlanta, GA, 30326