Form D · Residential
CPA Cue Luxury Apartments DST
Newport Beach, CA · CIK 0001870753
Offering snapshot reported Oct 27, 2021 · SEC filing
- Reported sold
- $21M Offering amount: $21M
- Investors reported
- 72 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jul 14, 2021 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 72
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 27, 2021 | Amendment | $21,000,000 | No comparison | 72 | SEC filing |
| Jul 15, 2021 | Initial | Yet to sell | No comparison | Not reported | SEC filing |
| Jul 15, 2021 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.54M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-406319
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Emerson Equity LLC | 130032 | |
| David Levinson | 705929 | American Trust Investments Services, Inc · CRD 3001 |
| Edward Fernandez | 2956661 | Capulent, LLC · CRD 155155 |
| Gal Gali Horev | 5138931 | Dempsey Lord Smith, LLC · CRD 141238 |
| Growth Capital Services, Inc. | 124658 | |
| Matthew Franchina | 5987117 | Moloney Securities Co., Inc. · CRD 38535 |
| Jason Finley | 6602034 | Stax Capital · CRD 300607 |
| Stacey Morimoto | 4420782 | Stax Capital · CRD 300607 |
| David Kangas | 6591398 | Wealthforge Securities, LLC · CRD 152550 |
| Trawnegan Gall | 6266415 | Wealthforge Securities, LLC · CRD 152550 |
| Robert Clayton Schmidt | 6920482 | Thornhill Securities, Inc. · CRD 22333 |
Source: Form D, filed Oct 27, 2021. 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 |
|---|---|
| Llc Core Pacific Advisors | Promoter |
| Llc Cp Cue Luxury Apartments Manager | Promoter |
| Llc Cp Cue Luxury Depositor | Promoter |
| Henry Fitzpatrick | Executive |
| Donna Grant | Executive |
| Kent Morehead | Executive |
| Justin Morehead | Director, Executive |
| Mark Osgood | Director |
| John Saunders | Director |
Issuer details
Industry: Residential (See others in industry)
Address:
1600 Dove Street Suite 450
Newport Beach, CA, 92660
Newport Beach, CA, 92660