Form D · Other Investment Fund

Cleveland Overlook Investments, LLC

Jericho, NY · CIK 0002005558

Offering snapshot reported Feb 15, 2024 · SEC filing

Reported sold
$8.09M
Offering amount: $8.1M
Investors reported
80
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Dec 29, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.05M$8.09MJan 16, 2024: $8,090,922.00Jan 16, 2024Feb 15, 2024: $8,090,922.00Feb 15, 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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 15, 2024Amendment$8,090,922$0vs Jan 16, 202480SEC filing
Jan 16, 2024Initial$8,090,922No comparison80SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$275K
Finders' fees
$163K
Form D file number
021-502416

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Alexander Capital40077Alexander Capital · CRD 40077
Emerson Equity130032Emerson Equity · CRD 130032
Dustin Bachtel7432314Alexander Capital · CRD 40077
Jase Simmons2438224Alexander Capital · CRD 40077
Robert Omohundro2415942Alexander Capital · CRD 40077
Roger Roemmich1293322Alexander Capital · CRD 40077
Pete Marzo4716444Emerson Equity · CRD 130032
Ryan Finch6379871Emerson Equity · CRD 130032
Yi Ping (Stephen) Chou4882398Emerson Equity · CRD 130032

Source: Form D, filed Feb 15, 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
Keystone Land Partners Llc Director
Cleveland Overlook Manager Llc Director
Michael Packman Director, Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
350 Jericho Turnpike Suite 302
Jericho, NY, 11753