Form D · Residential
BR Clearwater, DST
New York, NY · CIK 0001654353
Offering snapshot reported Dec 10, 2015 · SEC filing
- Reported sold
- $14.1M Offering amount: $19.1M
- Investors reported
- 44 Form D · investor count
- Minimum accepted
- $225K Reported outside-investor minimum
- First sale
- Oct 1, 2015 As reported in this filing
Fundraising history
Reported soldDates 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$3,477,526 → $14,141,363
- Reported investors9 → 44
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 10, 2015 | Amendment | $14,141,363 | $10,663,837vs Nov 6, 2015 | 44 | SEC filing |
| Nov 6, 2015 | Amendment | $3,477,526 | $2,177,526vs Oct 21, 2015 | 9 | SEC filing |
| Oct 21, 2015 | Amendment | $1,300,000 | $680,474vs Oct 5, 2015 | 2 | SEC filing |
| Oct 5, 2015 | Amendment | $619,526 | No comparison | 2 | SEC filing |
| Sep 30, 2015 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $1.15M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-248450
Beneficial Interests in a Delaware Statutory Trust
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Bluerock Capital Markets, LLC | 136974 | |
| Courtlandt Securities Corporation | 137356 | |
| Colorado Financial Services Corporation | 104343 | |
| Berthel, Fisher & Company Financial Services, Inc. | 13609 | |
| Independent Financial Group, LLC | 7717 | |
| American Portfolios Financial Services, Inc. | 18487 | |
| Sigma Financial Corporation | 14303 | |
| Parkland Securities, LLC | 115368 | |
| Lightpath Capital, Inc. | 34617 | |
| Concorde Investment Services, LLC | 151604 | |
| Silber Bennett Financial, Inc. | 156435 | |
| Primex | 29394 | |
| McDermott Investment Advisors, LLC | 132221 | |
| Sandlapper Securities, LLC | 137906 | |
| Centaurus Financial Inc. | 30833 | |
| Wall Street Strategies, Inc. | 31268 | |
| Brokerbank Securities, Inc. | 130116 |
Source: Form D, filed Dec 10, 2015. 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 |
|---|---|
| Patricia S. Anderson | Executive |
| R. Ramin Kamfar | Executive |
| Michael L. Konig | Executive |
| Br Clearwater Dst Manager Llc | Promoter |
| Bluerock Real Estate L.L.C. | Promoter |
| Ryan S. Mac Donald | Executive |
| Jordan B. Ruddy | Executive |
| Christopher S. Vohs | Executive |
Issuer details
Industry: Residential (See others in industry)
Address:
712 Fifth Avenue, 9 Th Floor
New York, NY, 10019
New York, NY, 10019