Form D · Commercial

CORE BD ORCHARD MEADOWS LLC

Columbus, OH · CIK 0001737376

Offering snapshot reported May 18, 2018 · SEC filing

Reported sold
$5.9M
Offering amount: $5.9M
Investors reported
44
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Mar 28, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.95M$5.9MApr 12, 2018: $5,900,000.00Apr 12, 2018May 18, 2018: $5,900,000.00May 18, 2018

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.

  • Reported investors40 → 44

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 18, 2018Amendment$5,900,000$0vs Apr 12, 201844SEC filing
Apr 12, 2018Initial$5,900,000No comparison40SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$118K (estimated)
Finders' fees
$0
Form D file number
021-310052
Paid to Core Financial LLC (Assuming sale of all securities offered pursuant to this offering.)

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Core Financial LLC1501044

Source: Form D, filed May 18, 2018. 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

CORE BD ORCHARD MEADOWS LLC

Investment adviser: CORE INVESTMENT ADVISORS LLC

Gross asset value
$5.9M
Beneficial owners
51
ADV minimum commitment
$10K

Reported in Form ADV on Jun 17, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Marketer CORE FINANCIAL, LLC COLUMBUS, Ohio, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes

CORE FINANCIAL, LLC
CRD 151044 · SEC 8-68330

Filing source

Form ADV 1329720 · Jun 17, 2019 · Schedule D 7.B.(1), fund 805-4896669521

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
Jeffrey A. Coopersmith Executive, Promoter
Benjamin J. Horn Executive, Promoter
Core Real Estate Capital Llc Executive, Promoter

Issuer details

Industry: Commercial (See others in industry)

Address:
21 East State Street Suite 1800
Columbus, OH, 43215