Form D · Other Real Estate
Crescent Bay Lot Fund I, LLC
Scottsdale, AZ · CIK 0001586828
Offering snapshot reported Sep 16, 2013 · SEC filing
- Reported sold
- $550K Offering amount: $35M
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Sep 9, 2013 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 |
|---|---|---|---|---|---|
| Sep 16, 2013 | Initial | $550,000 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $690K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-202929
Includes an additional $10,000,000 that may be raised at issuer's and placement agent's discretion.
Broker-Dealer receives 2% of Class A unit purchases as a Placement Fee.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| CliftonLarsonAllen Wealth Advisors, LLC | 38357 |
Source: Form D, filed Sep 16, 2013. 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 |
|---|---|
| Geoffrey D. Beer | Executive, Promoter |
| Emily M. Leppert | Executive, Promoter |
| Gregg N. Wolin | Executive, Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
7144 E. Stetson Drive, Suite 410
Scottsdale, AZ, 85251-3275
Scottsdale, AZ, 85251-3275