Form D · Commercial

Concord Olentangy Investor, LLC

Raleigh, NC · CIK 0001497718

Offering snapshot reported Jul 29, 2010 · SEC filing

Reported sold
$2.28M
Offering amount: $2.33M
Investors reported
17
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 28, 2010
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
Jul 29, 2010Initial$2,275,000No comparison17SEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-145627

Source: Form D, filed Jul 29, 2010. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CWC REGIONAL HOUSING FUND 2, LLC

Investment adviser: THE WEIL COMPANY

Gross asset value
$667K
Beneficial owners
69
ADV minimum commitment
$50K

Reported in Form ADV on Jun 9, 2017. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian FIDELITY INSTITUTIONAL WEALTH SERVICES NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1108133 · Jun 9, 2017 · Schedule D 7.B.(1), fund 805-7612639293

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Mark G Laport Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
8601 Six Forks Road, Suite 540
Raleigh, NC, 27615