Form D · Residential
BR Westerly, DST
New York, NY · CIK 0001794982
Offering snapshot reported Nov 25, 2019 · SEC filing
- Reported sold
- $999K Offering amount: $38.1M
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Nov 15, 2019 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 |
|---|---|---|---|---|---|
| Nov 25, 2019 | Initial | $999,428 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $2.82M (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-354167
Beneficial interests in a Delaware statutory trust.
Sales Commissions up to $2,283,222 and Managing Broker-Dealer Fee up to $532,752.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Bluerock Capital Markets LLC | 136974 | |
| EMERSON EQUITY LLC | 130032 | |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 39543 | |
| COURTLANDT SECURITIES CORPORATION | 137356 | |
| GREAT POINT CAPITAL LLC | 114203 | |
| LIGHTPATH CAPITAL, INC | 34617 | |
| AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. | 18487 |
Source: Form D, filed Nov 25, 2019. 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 |
| Caroline Johnson | Executive |
| R. Ramin Kamfar | Executive |
| Michael L. Konig | Executive |
| Br Westerly Dst Manager Llc | Executive |
| Bluerock Value Exchange Llc | Promoter |
| Bluerock Real Estate L.L.C. | Promoter |
| Ryan S. Mac Donald | Executive |
| Jordan B. Ruddy | Executive |
Issuer details
Industry: Residential (See others in industry)
Address:
1345 Avenue Of The Americas, 32 Nd Floor
New York, NY, 10105
New York, NY, 10105