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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 29, 2017Initial$6,664,211No comparison11SEC 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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RecipientCRDAssociated broker-dealer
INTERNATIONAL ASSETS ADVISORY, LLC10645
SANDLAPPER SECURITIES, LLC137906
PRIMEX29394
MCDERMOTT INVESTMENT SERVICES, LLC154926
LIGHTPATH CAPITAL, INC34617
EMERSON EQUITY LLC130032
CONCORDE INVESTMENT SERVICES, LLC151604
CAPULENT LLC155155
BOUSTEAD SECURITIES, LLC141391
COURTLANDT SECURITIES CORPORATION137356

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.

People and organizations reported in Form D filings
NameReported 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