Form D · REITS and Finance
CABOT POTOMAC REALTY LOAN FUND 2008 LP
Needham, MA · CIK 0001436000
Offering snapshot reported Jun 17, 2009 · SEC filing
- Reported sold
- $1.04M Offering amount: $50M
- Investors reported
- 19 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jun 3, 2009 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 |
|---|---|---|---|---|---|
| Jun 17, 2009 | Initial | $1,040,645 | No comparison | 19 | SEC filing |
| May 20, 2008 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- 06, 3C, 3C.5, 3C.6
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $42.4K
- Finders' fees
- $53.1K
- Form D file number
- 021-118514
Finders fee based on a 2% marketing/dd fee paid to MBD, 2% structuring fee paid to Sponsor, and 1% Wholesaling fee.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Cannen Ferrell | 4371859 | Private Asset Group · CRD 142541 |
| Cabot Investment Properties, LLC | None | |
| Select Capital Corporation | 145997 | |
| Drew Kenworthy | 5390478 | Private Asset Group · CRD 142541 |
| Marilee Hill | 2768544 | Steven Falk & Associates · CRD 14297 |
| Michael Steinthal | 435071 | Primex · CRD 29394 |
| Robert Horning | 2311640 | Direct Capital Securities · CRD 29639 |
| Ray Kim | 4446196 | Private Asset Group · CRD 142541 |
| Victor Gadoury | 810065 | Workman Securities · CRD 31898 |
Source: Form D, filed Jun 17, 2009. 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 |
|---|---|
| , Llc Cabot Investment Properties | Promoter |
| , Llc Cabot Loan Fund 2008 Gp | Director |
| , Llc Potomac Realty Loan Fund 2008 Gp | Director |
| , Llc Potomac Realty Management | Promoter |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
75 Second Avenue Suite 605
Needham, MA, 02494
Needham, MA, 02494