Form D · Residential
Brook Highland Place DST
Salt Lake City, UT · CIK 0001454393
Offering snapshot reported Feb 16, 2011 · SEC filing
- Reported sold
- $12.7M Offering amount: $16.7M
- Investors reported
- 66 Form D · investor count
- Minimum accepted
- $50.2K Reported outside-investor minimum
- First sale
- Jan 12, 2009 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$1,781,213 → $12,661,436
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 16, 2011 | Amendment | $12,661,436 | $10,880,223vs Jan 23, 2009 | 66 | SEC filing |
| Jan 29, 2010 | Amendment | $11,856,352 | $336,172vs Jan 27, 2010 | 63 | SEC filing |
| Jan 27, 2010 | Amendment | $11,520,180 | $50,175vs Jan 4, 2010 | 60 | SEC filing |
| Jan 4, 2010 | Amendment | $11,470,005 | $1,093,815vs Dec 29, 2009 | 59 | SEC filing |
| Dec 29, 2009 | Amendment | $10,376,190 | $889,770vs Dec 11, 2009 | 50 | SEC filing |
| Dec 11, 2009 | Amendment | $9,486,420 | $349,553vs Dec 2, 2009 | 47 | SEC filing |
| Dec 2, 2009 | Amendment | $9,136,867 | $301,050vs Nov 10, 2009 | 45 | SEC filing |
| Nov 10, 2009 | Amendment | $8,835,817 | $571,995vs Nov 3, 2009 | 43 | SEC filing |
| Nov 3, 2009 | Amendment | $8,263,822 | $280,980vs Oct 19, 2009 | 39 | SEC filing |
| Oct 19, 2009 | Amendment | $7,982,842 | $158,887vs Sep 21, 2009 | 37 | SEC filing |
| Sep 21, 2009 | Amendment | $7,823,955 | $50,175vs Aug 25, 2009 | 35 | SEC filing |
| Aug 25, 2009 | Amendment | $7,773,780 | $1,249,358vs Aug 11, 2009 | 34 | SEC filing |
| Aug 11, 2009 | Amendment | $6,524,422 | $301,050vs Jul 31, 2009 | 30 | SEC filing |
| Jul 31, 2009 | Amendment | $6,223,372 | $501,750vs Jul 21, 2009 | 28 | SEC filing |
| Jul 21, 2009 | Amendment | $5,721,622 | $113,730vs May 28, 2009 | 27 | SEC filing |
| May 28, 2009 | Amendment | $5,607,892 | No comparison | Not reported | SEC filing |
| May 14, 2009 | Amendment | $5,407,192 | No comparison | Not reported | SEC filing |
| May 7, 2009 | Amendment | $4,955,617 | No comparison | Not reported | SEC filing |
| Apr 29, 2009 | Amendment | $4,704,742 | No comparison | Not reported | SEC filing |
| Apr 21, 2009 | Amendment | $4,331,775 | No comparison | Not reported | SEC filing |
| Apr 9, 2009 | Amendment | $4,256,513 | No comparison | Not reported | SEC filing |
| Mar 17, 2009 | Amendment | $3,150,990 | No comparison | Not reported | SEC filing |
| Mar 5, 2009 | Amendment | $3,000,465 | No comparison | Not reported | SEC filing |
| Feb 6, 2009 | Amendment | $2,007,000 | No comparison | Not reported | SEC filing |
| Jan 23, 2009 | Initial | $1,781,213 | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $1.63M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-126258
Beneficial Interests in a Delaware Statutory Trust
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Pavek Investments Inc. | 15791 | Brumm, Robert C · CRD 2090141 |
| Welton Street Investments LLC | 132111 | Vail, Joshua J. · CRD 4396876 |
| Pacific West Securities, Inc. | 6390 | LeMay, Barry · CRD 306332 |
| Eliason Financial Group, LLC | 130144 | Knobel, Kathy M. · CRD 2385929 |
| Direct Capital Securities, Inc. | 29639 | Vanian, Lara J. · CRD 4818018 |
| Independent Financial Group, LLC | 7717 | Ungerecht, Joshua · CRD 5183573 |
| Welton Street Investments, LLC | 132111 | Meyer, Robert · CRD 5262157 |
| Regent Capital Group, Inc. | 126881 | Pappas, Leslie M. · CRD 1735372 |
| Omni Brokerage, Inc. | 16878 | Insalaco, Joseph · CRD 2978175 |
| Berthel, Fisher & Company Financial Services, Inc. | 13609 | Dorn, Peter · CRD 1089858 |
| Advisory Group Equity Services Ltd. | 15427 | Burwick, Michael · CRD 4885553 |
| Alternative Wealth Strategies, Inc. | 130933 | Conte, Paul · CRD 4803177 |
| Sigma Financial Corporation | 14303 | Mahaffey, Redge · CRD 5441288 |
| Ameriprise Advisor Services, Inc. | 5979 | Chang, Dan · CRD 3160890 |
| KCD Financial, Inc. | 127473 | Eliason, Brian · CRD 4746038 |
| MCL Financial Group, Inc. | 41180 | Flater, Gary · CRD 1049132 |
| VFG Securities, Inc. | 15121 | Vanclef, Jason · CRD 5096529 |
| Capitalquest Securities, Inc. | 7699 | Lindahl, Nicholas · CRD 4576354 |
| Winslow, Evans & Crocker, Inc. | 29686 | DeNapoli, Paul · CRD 2198525 |
| Insalaco, Joseph | 2978175 | Investors Capital Corp. · CRD 30613 |
Source: Form D, filed Feb 16, 2011. 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 |
|---|---|
| John M Bennett | Executive |
| N/A Brook Highland Place Trust Manager Llc | Promoter |
| Joseph Candella | Executive |
| Gregg Christensen | Promoter |
| Chad Christensen | Promoter |
| N/A E1031 B Finance Company Llc | Promoter |
| David J Eliason | Executive |
| Brian E Eliason | Executive |
| N/A Eliason 1031 Properties Corporation | Promoter |
| N/A Eliason, Inc. | Promoter |
| Jay R Grooters | Executive |
| Glenn D Holcombe | Executive |
| Brett R Keenan | Executive |
| Eric Marlin | Executive |
| B Todd Marney | Executive |
| Dan Shaeffer | Executive |
| Joe Siragusa | Executive |
Issuer details
Industry: Residential (See others in industry)
Address:
6350 South 3000 East, Suite 510
Salt Lake City, UT, 84121
Salt Lake City, UT, 84121