Form D · REITS and Finance

Boston Investor Holdings, LLC

Norfolk, VA · CIK 0001766198

Offering snapshot reported Feb 12, 2019 · SEC filing

Reported sold
$19.2M
Offering amount: $19.7M
Investors reported
99
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
Jan 29, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 12, 2019Initial$19,167,500No comparison99SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$28.4K
Form D file number
021-332650

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
PASLNone
Triple 5 Wealth Management, LLCNone
PioneerNone
Yacha SuttonNone

Source: Form D, filed Feb 12, 2019. 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

BOSTON INVESTOR HOLDINGS, LLC

Investment adviser: HARBOR GROUP INTERNATIONAL, LLC

Gross asset value
$25.2M
Beneficial owners
99
ADV minimum commitment
$5K

Reported in Form ADV on Jan 24, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian MILLENNIUM TRUST COMPANY OAK BROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1703177 · Jan 24, 2023 · Schedule D 7.B.(1), fund 805-5562190686

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.

People and organizations reported in Form D filings
NameReported role
Managing Co., Llc Boston Holdings Director
Thomas Richard Litton Director, Executive
Saul Lubetski Director
Pinchas Mendlovic Director
Jordan Eric Slone Director
Jay Zwiebel Director

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
999 Waterside Drive Suite 2300
Norfolk, VA, 23510