Form D · Other Real Estate

Buckhead Morgan Investors, LLC

Alpharetta, GA · CIK 0001839833

Offering snapshot reported Jan 11, 2021 · SEC filing

Reported sold
$6.64M
Offering amount: $7.15M
Investors reported
72
Form D · investor count
Minimum accepted
$8K
Reported outside-investor minimum
First sale
Dec 29, 2020
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
Jan 11, 2021Initial$6,637,970No comparison72SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$778K
Finders' fees
$0
Form D file number
021-385890
Offering closed on December 30, 2020.
Sales Commissions: $443,324; Broker Dealer Due Diligence Fees: $99,570; Managing Broker Fee: $202,264; Managing Broker Marketing Fees: $33,000

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Sequence Financial Specialists, LLC132915Emanuel John Xenick · CRD 2477847
Kalos Capital, Inc.44337Steven J. Perrmann · CRD 5873282
Whitehall-Parker Securities, Inc.10608Michael Bo Hansen · CRD 4471989

Source: Form D, filed Jan 11, 2021. 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
Evr Source Capital, Llc Director
Eugene E. Pearson, Jr. Director

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
6435 Shiloh Road Suite A
Alpharetta, GA, 30005