Form D · REITS and Finance
CLI Capital
Amarillo, TX · CIK 0000020199
Offering snapshot reported Mar 29, 2024 · SEC filing
- Reported sold
- $4.53M Offering amount: $200M
- Investors reported
- 15 Form D · investor count
- Minimum accepted
- $200K Reported outside-investor minimum
- First sale
- Mar 21, 2024 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 |
|---|---|---|---|---|---|
| Mar 29, 2024 | Initial | $4,533,900 | No comparison | 15 | SEC filing |
| Nov 29, 2022 | Initial | $3,338,500 | No comparison | 1 | SEC filing |
| Sep 1, 2022 | Initial | $60,000,000 | No comparison | 1 | SEC filing |
| Mar 20, 2020 | Initial | $15,547,290 | No comparison | 38 | SEC filing |
| Oct 31, 2014 | Initial | $2,014,309 | No comparison | 16 | SEC filing |
| Jul 23, 2013 | Initial | $1,121,252 | No comparison | 8 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-509025
Commissions are 8% for investors that are new shareholders; 3% for investors that are existing shareholders; and 0% for investors solicited by issuer's management. Dollar amount assumes 3% average for all commissions based on maximum offering amount.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Commerce Street Capital, LLC | 143797 |
Source: Form D, filed Mar 29, 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.
| Name | Reported role |
|---|---|
| Michael A. Bahn | Director |
| Michael W. Borger | Director |
| Larry G. Brown | Director |
| Douglas J. Crozier | Director |
| J. Travis David | Executive |
| Keisha M. Dawson | Executive |
| Robert Fowler | Director |
| Theodore Francis | Director |
| Don F. Glenn | Executive |
| William D. Gross | Director |
| Jason L. Hall | Executive |
| Raymond Johnson | Director |
| James B. King | Director |
| Garth P. Merrick | Director |
| E. Stan Morris, Jr. | Director |
| Stephen W. Myers | Director |
| Charmone J. Prescott | Executive |
| Dal C. Reid | Director |
| Steven Rogers | Director |
| Walter E. Webb | Director |
| Olen Wilson | Director |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
905 South Polk Street Suite 300
Amarillo, TX, 79101
Amarillo, TX, 79101