Form D · REITS and Finance
Belveron Fund V REIT, LLC
San Francisco, CA · CIK 0001800022
Offering snapshot reported Jan 14, 2020 · SEC filing
- Reported sold
- $125K Offering amount: $125K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Jan 1, 2020 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 14, 2020 | Initial | $125,000 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- 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
- 021-358047
$20,000 plus $1,000-$2,000 in out-of-pocket expenses is being paid to REIT Funding, LLC, an affiliate of H&L Equities, for assistance in preparation of offering documents and related tasks. REIT Funding, LLC will be paying the $6,250 out of the $20,000.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Charles B. Harrison | 3071551 | H & L Equities, LLC · CRD 113794 |
| Lori Mayfield | 4899271 | 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 |
| Charles Mathes | 5980160 | H & L Equities, LLC · CRD 113794 |
Source: Form D, filed Jan 14, 2020. 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
BELVERON FUND V REIT, LLC
Investment adviser: BELVERON REAL ESTATE PARTNERS, LLC
- Gross asset value
- $0
- Beneficial owners
- 2
- ADV minimum commitment
- $1K
Reported in Form ADV on Jun 18, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
NOVOGRADAC & COMPANY
PCAOB 474
JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97
Filing source
Form ADV 2113247 · Jun 18, 2026 · Schedule D 7.B.(1), fund 805-3277644769
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 |
|---|---|
| Paul T. Odland | Director, Executive |
| Anthony J. Verdon | Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:San Francisco, CA, 94104