Form D · Other Health Care

Beltline Senior Care Center Holdings, LLC

Irvine, CA · CIK 0001624643

Offering snapshot reported Dec 23, 2014 · SEC filing

Reported sold
$42.5M
Offering amount: $44M
Investors reported
104
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Oct 31, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$21.3M$42.5MNov 14, 2014: $40,929,000.00Nov 14, 2014Dec 23, 2014: $42,500,000.00Dec 23, 2014

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.

  • Reported sold$40,929,000 → $42,500,000
  • Reported investors106 → 104

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 23, 2014Amendment$42,500,000$1,571,000vs Nov 14, 2014104SEC filing
Nov 14, 2014Initial$40,929,000No comparison106SEC filing

Offering details

Securities
Debt
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.5M (estimated)
Finders' fees
$0
Form D file number
Not reported

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
John J. Temple1139897ARI Financial Services, Inc. · CRD 137608
Michael S. Rickard1297325Carolina Financial Securities, LLC · CRD 41970
Frank T. Dunn Jr.1075960Concorde Investment Services, LLC · CRD 151604
Robert R. Tweed2339324Concorde Investment Services, LLC · CRD 151604
Ronald L. Ellis1605740Primex Prime Electronic Execution, Inc. · CRD 29394
Andrew J. Maconachy6267751Primex Prime Electronic Execution, Inc. · CRD 29394
John P. Harvey Jr.4227692Sandlapper Securities, LLC · CRD 137906
Peter R. Dorn1089858Wall Street Strategies, Inc. · CRD 31268
Warren J. Thomas2299254Lighthouse Capital Group, LLC · CRD 169135
Bruce V. Roberts1489110Carolina Financial Securities, LLC · CRD 41970

Source: Form D, filed Dec 23, 2014. 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
Allen L. Boerner Executive, Promoter
John Heller Executive, Promoter
Carey P. Levy Executive, Promoter
Joseph Mc Keever Promoter
Granite Asset Management Group Lp N/A Executive
Granite Investment Group N/A Executive
Michael Scott Rickard Executive

Issuer details

Industry: Other Health Care (See others in industry)

Address:
2 Park Plaza Suite 800
Irvine, CA, 92614