Form D · Commercial

CPA Franklin Industrial DST

Newport Beach, CA · CIK 0001757442

Offering snapshot reported Feb 20, 2020 · SEC filing

Reported sold
$12.4M
Offering amount: $15.9M
Investors reported
22
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jan 11, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.2M$12.4MJan 23, 2019: $3,175,001.00Jan 23, 2019Oct 15, 2019: $4,579,764.00Oct 15, 2019Feb 20, 2020: $12,407,723.00Feb 20, 2020

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 sold$4,579,764 → $12,407,723
  • Reported investors11 → 22

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 20, 2020Amendment$12,407,723$7,827,959vs Oct 15, 201922SEC filing
Oct 15, 2019Amendment$4,579,764$1,404,763vs Jan 23, 201911SEC filing
Jan 23, 2019Initial$3,175,001No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$1.43M (estimated)
Finders' fees
$0
Form D file number
021-331211

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Emerson Equity LLC130032
Trawnegan Gall6266415Sandlapper Securities, LLC · CRD 137906
Timothy Paul Bradley, Jr.2112300Cabot Lodge Securities LLC · CRD 159712
Craig Allen Cooper2553463Emerson Equity LLC · CRD 130032
Michael Crimmins2152314Emerson Equity LLC · CRD 130032
Mike Culwell5989109Emerson Equity LLC · CRD 130032
Leslie Margaret Pappas1735372Lightpath Capital, Inc. · CRD 34617
Don Deans2870570Patrick Capital Markets, LLC · CRD 16518
Jason McCord Nettleton4084405Purshe Kaplan Sterling Investments · CRD 35747
David Andrew Kangas6591398Wealthforge Securities, LLC · CRD 152550
Chay Thomas Lapin6275140Wealthforge Securities, LLC · CRD 152550
David Bernard Levinson705929Westpark Capital, Inc. · CRD 39914

Source: Form D, filed Feb 20, 2020. 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
Core Pacific Advisors, Llc Core Pacific Advisors, Llc Promoter
Cp Franklin Depositor, Llc Cp Franklin Depositor, Llc Promoter
Cp Franklin Manager, Llc Cp Franklin Manager, Llc Promoter
Douglas Morehead Executive
Justin Morehead Executive
Kent Morehead Executive
John Saunders Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
1600 Dove Street, Suite 450
Newport Beach, CA, 92660