Form D · REITS and Finance

CARTER EXCHANGE BRIDGE EQUITY FUND, LLC

Tampa, FL · CIK 0001829266

Offering snapshot reported Oct 28, 2020 · SEC filing

Reported sold
Yet to sell
Offering amount: $100M
Investors reported
0
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Yet to occur
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
Oct 28, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$3M (estimated)
Finders' fees
$0
Form D file number
021-379110
Above estimate includes dealer manager fees, marketing reallowance fees and wholesaling fees.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Skyway Capital Markets LLC124630

Source: Form D, filed Oct 28, 2020. 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
John E Carter Director
Lisa E Drummond Executive
Thomas E Guard Executive
Gael E Ragone Executive
Dallas E Whitaker Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
4890 W Kennedy Blvd, Suite 200
Tampa, FL, 33609