Form D · Other Real Estate

BERGEYS REALTY CO

Souderton, PA · CIK 0001433864

Offering snapshot reported Nov 30, 2023 · SEC filing

Reported sold
$6.17M
Offering amount: $8M
Investors reported
43
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Dec 28, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.09M$6.17MNov 18, 2021Nov 16, 2022: $3,220,786.00Nov 16, 2022Nov 30, 2023: $6,173,597.00Nov 30, 2023

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$3,220,786 → $6,173,597
  • Reported investors23 → 43

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 30, 2023Amendment$6,173,597$2,952,811vs Nov 16, 202243SEC filing
Nov 16, 2022Amendment$3,220,786No comparison23SEC filing
Nov 18, 2021InitialYet to sellNo comparison0SEC filing
Oct 20, 2020Amendment$6,425,790$3,142,077vs Oct 21, 201955SEC filing
Jun 30, 2020Amendment$3,478,259$2,386,843vs Jun 12, 201938SEC filing
Oct 21, 2019Amendment$3,283,713No comparison24SEC filing
Jun 12, 2019Amendment$1,091,416No comparison19SEC filing
Nov 19, 2018InitialYet to sellNo comparison0SEC filing
Jun 27, 2018InitialYet to sellNo comparison0SEC filing
May 22, 2018Amendment$4,670,577$4,007,206vs Jul 6, 201746SEC filing
Jul 6, 2017Initial$663,371No comparison3SEC filing
Aug 10, 2015Initial$50,000No comparison1SEC filing
Jan 7, 2014Amendment$3,967,503$3,799,450vs Jan 18, 201349SEC filing
Jan 18, 2013Initial$168,053No comparison3SEC filing
Aug 11, 2010Initial$90,000No comparison1SEC filing
Dec 5, 2008PaperNot reportedNo comparisonNot reportedSEC filing
Apr 25, 2008PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Debt
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-421629

Source: Form D, filed Nov 30, 2023. 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
Lester Bergey Director
Henry Bergey Director
Ruth Ann B. Bergey Director
Mark J Bergey Director
Glenn Bergey Director
Ruth Ann Bergey Director
L. Duane Bergey Director
P. Scott Heckler Executive
Bergey's Realty Gp Llc Director
Bergeys Realty Gp Llc Director
Robert M Yothers Director

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
462 Harleysville Pike
Souderton, PA, 18964