Form D · Other Investment Fund

Buchanan Mortgage Fund, LLC

Newport Beach, CA · CIK 0001772454

Offering snapshot reported Nov 1, 2024 · SEC filing

Reported sold
$59.6M
Indefinite offering
Investors reported
237
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Mar 22, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$29.8M$59.6MJul 1, 2021: $29,222,500.00Jul 1, 2021Nov 1, 2024: $59,647,500.00Nov 1, 2024

Dates 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$29,222,500 → $59,647,500

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 1, 2024Amendment$59,647,500$30,425,000vs Jul 1, 2021237SEC filing
Jul 19, 2024Initial$12,700,000No comparison13SEC filing
Jul 1, 2021Amendment$29,222,500No comparisonNot reportedSEC filing
Apr 4, 2019Initial$5,000,000No comparison9SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-336497

Source: Form D, filed Nov 1, 2024. 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
Timothy John Ballard Executive
Robert Stanley Brunswick Executive
N/A Buchanan Holdings, Llc Series C Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
3501 Jamboree Road Suite 4200
Newport Beach, CA, 92660