Form D · Other Real Estate
Birch Terrace Partners, LLC
Birmingham, AL · CIK 0001839871
Offering snapshot reported Jan 11, 2021 · SEC filing
- Reported sold
- $8.24M Offering amount: $8.25M
- Investors reported
- 100 Form D · investor count
- Minimum accepted
- $15K Reported outside-investor minimum
- First sale
- Dec 27, 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 11, 2021 | Initial | $8,244,131 | No comparison | 100 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $971K
- Finders' fees
- $0
- Form D file number
- 021-385851
Offering closed as of December 27, 2020.
Sales commissions: $527,142.00; Due diligence fees: $116,184.81; Marketing fees: $163,280.39; Managing Broker Dealer fee: $164,882.63
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Patrick Capital Markets, LLC | 16518 | |
| Advisory Group Equity Services Ltd. | 15427 | Kyle Thomas Kadish · CRD 4864706 |
| Alexander Capital, L.P. | 40077 | Robert Lloyd Omohundro · CRD 2415942 |
| Centaurus Financial, Inc. | 30833 | Ronald Joseph Burkard · CRD 2703044 |
| Emerson Equity LLC | 130032 | Kathleen Frances Morrissey · CRD 1771747 |
| Kalos Capital, Inc. | 44337 | Terence Herbert Taylor · CRD 5269151 |
| Saxony Securities, Inc. | 115547 | Michael Joseph Rose · CRD 2954324 |
| Whitehall-Parker Securities, Inc. | 10608 | Pamela Ann Jacobs · CRD 3064512 |
| Green Vista Capital, LLC | 293630 | Andrew William Miles · CRD 5986774 |
Source: Form D, filed Jan 11, 2021. 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 |
|---|---|
| Chris Devine | Director |
| Green Rock Management, Llc | Director |
| Clayton Mobley | Director |
| Green Rock, Llc | Director |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2015 3 Rd Avenue N
Birmingham, AL, 35203
Birmingham, AL, 35203