Form D · Other Real Estate
BROOKWOOD STONE OAK INVESTORS, LLC
Beverly, MA · CIK 0001612083
Offering snapshot reported Jul 9, 2014 · SEC filing
- Reported sold
- $6.98M Offering amount: $7.55M
- Investors reported
- 97 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jun 27, 2014 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 |
|---|---|---|---|---|---|
| Jul 9, 2014 | Initial | $6,979,000 | No comparison | 97 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $399K
- Finders' fees
- $0
- Form D file number
- 021-220597
Limited Liability Company Interests. The minimum amount reflected in Item 11 may be waived at the discretion of the Issuer.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| N/A | None | Brookwood Securities Partners, LLC · CRD 35187 |
Source: Form D, filed Jul 9, 2014. 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 |
|---|---|
| N/A Brookwood Stone Oak Co., Llc | Executive, Promoter |
| Thomas W. Brown | Executive, Promoter |
| Thomas Nicholas Trkla | Executive, Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
C/O Brookwood Financial Partners, Llc 72 Cherry Hill Drive
Beverly, MA, 01915
Beverly, MA, 01915