Form D · Other Real Estate

Bourne Seniors Housing V, LLC

Winter Park, FL · CIK 0001766259

Offering snapshot reported Mar 12, 2021 · SEC filing

Reported sold
$48M
Offering amount: $75M
Investors reported
376
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Apr 22, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$24M$48MMar 14, 2019Mar 13, 2020: $27,680,979.00Mar 13, 2020Mar 12, 2021: $47,961,994.00Mar 12, 2021

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$27,680,979 → $47,961,994
  • Reported investors225 → 376

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 12, 2021Amendment$47,961,994$20,281,015vs Mar 13, 2020376SEC filing
Mar 13, 2020Amendment$27,680,979No comparison225SEC filing
Mar 14, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$7.5M (estimated)
Finders' fees
$0
Form D file number
021-334809

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Cobalt Capital, Inc.136161
Alan R. Druckenmiller5191639Advisory Group Equity Services Ltd. · CRD 15427
Rodney Bahy Ibrahim4358176Aegis Capital Corp. · CRD 15007
Jason Corey Griggs4795395Arkadios Capital · CRD 282710
James O'Neal Mitchell Jr.336937Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Jamie Mittiga Powell1596875Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Brian Aurey Uphoff1569323Calton & Associates, Inc. · CRD 20999
Byron Keith Crosby2158157Calton & Associates, Inc. · CRD 20999
John Treadway Brogdon, Jr.1450806Calton & Associates, Inc. · CRD 20999
Marc Alan Seeherman1131557Calton & Associates, Inc. · CRD 20999
Center Street Securities, Inc.26898
Tyler Don Sullivan5401187Client One Securities LLC · CRD 152974
James Franklin Shenk2876098Coastal Equities, Inc. · CRD 23769
Benjamin Melvin Schick4897243Cobalt Capital, Inc. · CRD 136161
Concorde Investment Services, LLC151604
Dempsey Lord Smith, LLC141238
DFPG Investments, LLC155576
Dan Holzer5779187Emerson Equity LLC · CRD 130032
Navinbhai Hirabhai Patel6994505Emerson Equity LLC · CRD 130032
Sudhir G. Pai5928622Emerson Equity LLC · CRD 130032
Dakota A. Lawrence5255723Great Point Capital LLC · CRD 114203
Brad Whalen2582276Green Vista Capital, LLC · CRD 293630
Samuel Scott Bianchi3036667IBN Financial Services, Inc. · CRD 42360
Timothy Daniel Nihill4220287IBN Financial Services, Inc. · CRD 42360
Todd Robert Rhine2384366IBN Financial Services, Inc. · CRD 42360
Barry Eugene Weed816202Intercarolina Financial Services, Inc. · CRD 19475
Williams Keen Butcher2098675International Assets Advisory, LLC · CRD 10645
Alexander Raymond Creede6392369International Assets Advisory, LLC · CRD 10645
Kalos Capital, Inc.44337
Guy Anthony Harrigan1817525Lion Street Financial, LLC · CRD 165828
James Bradley Teegarden2812366Lion Street Financial, LLC · CRD 165828
Christopher Brian Pelley1008077Moloney Securities Co., Inc. · CRD 38535
David Norval Wood2306563Moloney Securities Co., Inc. · CRD 38535
John Hubert Chaney44529Moloney Securities Co., Inc. · CRD 38535
Robert Morgan Vance1887560Moloney Securities Co., Inc. · CRD 38535
Newbridge Securities Corporation104065
SCF Securities, Inc.47275
Sunbelt Securities, Inc.42180
The Strategic Financial Alliance, Inc.126514
Titan Securities131392
Christopher Michael Dukes4712873Westpark Capital, Inc. · CRD 39914
Patrick Morehead6661646Westpark Capital, Inc. · CRD 39914
Sheldon Singleton2060931Westpark Capital, Inc. · CRD 39914
John Arthur Doane4083486Advisory Group Equity Services Ltd. · CRD 15427
Peggy Lynn Romero6227087Advisory Group Equity Services Ltd. · CRD 15427
Stephen Charles Olsson857922Advisory Group Equity Services Ltd. · CRD 15427
Arturo J Rodriguez Diaz1301783Aegis Capital Corp. · CRD 15007
Martin Hunter McFarlin2838151Arkadios Capital · CRD 282710
William Louis Herford2066018Arkadios Capital · CRD 282710
Jason Christopher Cook4349388Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Robert Boris Hardcastle1101791Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
TJ Iwan Setro1428815Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Douglas Stephen Drelich2459757Client One Securities LLC · CRD 152974
Donald Neal Sullivan1979017Client One Securities LLC · CRD 152974
Jay Reid Porter1123708Coastal Equities, Inc. · CRD 23769
Nathaniel Michael Kuhn4624143DAI Securities, LLC · CRD 36673
Roy Vincent Pfleger5896655DAI Securities, LLC · CRD 36673
Joseph Gerard Michaletz1327534DAI Securities, LLC · CRD 36673
Michael Edward O'Toole6336251DAI Securities, LLC · CRD 36673
William Christopher Duffy6726333Emerson Equity LLC · CRD 130032
Philippus Theunis Van Staden4489166Green Vista Capital, LLC · CRD 293630
Randall George Skrabonja1858245Green Vista Capital, LLC · CRD 293630
Hantz Financial Services, Inc.46047
Carnell Moore2715870International Assets Advisory, LLC · CRD 10645
David Peter Reiss6591492International Assets Advisory, LLC · CRD 10645
Reina Loree Schlager2370434J.W. Cole Financial, Inc. · CRD 124583
Cindy Larue Crossett5868822J.W. Cole Financial, Inc. · CRD 124583
Ken Levin2823854J.W. Cole Financial, Inc. · CRD 124583
Michael Robert Rubenstein5445954J.W. Cole Financial, Inc. · CRD 124583
Stephen Wayne Wingard2746603Lion Street Financial, LLC · CRD 165828
John Patrick Shortal2233172Moloney Securities Co., Inc. · CRD 38535

Source: Form D, filed Mar 12, 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.

People and organizations reported in Form D filings
NameReported role
Robert A. Bourne Executive
R. Kyle Bourne Executive
Bourne Financial Group, Llc Bourne Financial Group, Llc Promoter
Bourne Seniors Housing Manager V, Llc Bourne Seniors Housing Manager V, Llc Promoter
Michael C. Kelley Executive
Samuel Spears Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
228 N. Park Avenue, Suite A
Winter Park, FL, 32789