Form D · Residential
BR Grand at Westside, DST
New York, NY · CIK 0001732494
Offering snapshot reported Jul 24, 2018 · SEC filing
- Reported sold
- $32.6M Offering amount: $32.9M
- Investors reported
- 120 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Feb 28, 2018 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 120
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 24, 2018 | Amendment | $32,617,732 | No comparison | 120 | SEC filing |
| Feb 23, 2018 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $2.43M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-306338
Beneficial Interests in a Delaware Statutory Trust
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| MCDERMOTT INVESTMENT SERVICES, LLC | 154926 | |
| COURTLANDT SECURITIES CORPORATION | 137356 | |
| CAPULENT LLC | 155155 | |
| LIGHTPATH CAPITAL, INC | 34617 | |
| WEALTHFORGE SECURITIES, LLC | 152550 | |
| COLORADO FINANCIAL SERVICE CORPORATION | 104343 | |
| INTERNATIONAL ASSETS ADVISORY, LLC | 10645 | |
| SANDLAPPER SECURITIES, LLC | 137906 | |
| WHITEHALL-PARKER SECURITIES, INC. | 10608 | |
| INFINEX INVESTMENTS, INC. | 35371 | |
| AEGIS CAPITAL CORP. | 15007 | |
| CLIENT ONE SECURITIES LLC | 152974 | |
| INDEPENDENT FINANCIAL GROUP, LLC | 7717 | |
| AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. | 18487 | |
| CONCORDE INVESTMENT SERVICES, LLC | 151604 | |
| PARKLAND SECURITIES, LLC | 115368 | |
| SIGMA AMERICAS SECURITIES LLC | 207515 | |
| CENTAURUS FINANCIAL, INC. | 30833 | |
| AMERITAS INVESTMENT CORP. | 14869 | |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 13609 | |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 39543 | |
| VOYA FINANCIAL ADVISORS, INC. | 2882 | |
| ARKADIOS CAPITAL | 282710 | |
| TRIAD ADVISORS LLC | 25803 | |
| INVESTACORP, INC. | 7684 | |
| CROWN CAPITAL SECURITIES, L.P. | 6312 | |
| EMERSON EQUITY LLC | 130032 | |
| NORTH CAPITAL PRIVATE SECURITIES CORPORATION | 154559 |
Source: Form D, filed Jul 24, 2018. 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 |
|---|---|
| Sarah Girand | Executive |
| Joshua M. Hoffman | Executive |
| R. Ramin Kamfar | Executive |
| Patrick M. Kendall | Executive |
| Michael L. Konig | Executive |
| Bluerock Value Exchange Llc | Promoter |
| Br Grand At Westside Dst Manager Llc | Executive |
| Ryan S. Mac Donald | Executive |
| Jordan B. Ruddy | Executive |
Issuer details
Industry: Residential (See others in industry)
Address:
712 Fifth Avenue, 9 Th Floor
New York, NY, 10019
New York, NY, 10019