Form D · REITS and Finance

Civitas KW 2323 Ross REIT, LLC

Dallas, TX · CIK 0001692075

Offering snapshot reported Jan 9, 2017 · SEC filing

Reported sold
$115K
Offering amount: $115K
Investors reported
115
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Jan 1, 2017
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 9, 2017Initial$115,000No comparison115SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$5.75K
Finders' fees
$0
Form D file number
021-277922
Sales commission are equal to 5% of total capital raised.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Charles B. Harrison3071551H & L Equities, LLC · CRD 113794
Scott Harrison4981070H & L Equities, LLC · CRD 113794
Phyllis J. Johnson1020488H & L Equities, LLC · CRD 113794
Patrick J. Whelchel5389090H & L Equities, LLC · CRD 113794
Lori Mayfield4899271H & L Equities, LLC · CRD 113794

Source: Form D, filed Jan 9, 2017. 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
N/A 2323 Ross Asset Management, Llc Executive
Daniel J. Healy Executive
N/A Kiwoom Asset Management Co., Ltd. Executive
Hyun Lee Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
1601 Bryan Street Suite M 200
Dallas, TX, 75201