Form D · Residential
BR Sonoma Pointe, DST
New York, NY · CIK 0001715336
Offering snapshot reported Aug 29, 2017 · SEC filing
- Reported sold
- $6.66M Offering amount: $18.8M
- Investors reported
- 11 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Aug 14, 2017 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 |
|---|---|---|---|---|---|
| Aug 29, 2017 | Initial | $6,664,211 | No comparison | 11 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $1.39M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-293681
Beneficial Interests in a Delaware Statutory Trust
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| INTERNATIONAL ASSETS ADVISORY, LLC | 10645 | |
| SANDLAPPER SECURITIES, LLC | 137906 | |
| PRIMEX | 29394 | |
| MCDERMOTT INVESTMENT SERVICES, LLC | 154926 | |
| LIGHTPATH CAPITAL, INC | 34617 | |
| EMERSON EQUITY LLC | 130032 | |
| CONCORDE INVESTMENT SERVICES, LLC | 151604 | |
| CAPULENT LLC | 155155 | |
| BOUSTEAD SECURITIES, LLC | 141391 | |
| COURTLANDT SECURITIES CORPORATION | 137356 |
Source: Form D, filed Aug 29, 2017. 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 |
| Ramin R Kamfar | Executive |
| Michael L Konig | Executive |
| Bluerock Value Exchange Llc | Promoter |
| Br Sonoma Pointe Dst Manager Llc | Executive |
| Ryan S Mac Donald | Executive |
| Jordan B Ruddy | Executive |
| Christopher J 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