Form D · Residential
Croatan Luna Pointe DST
Virginia Beach, VA · CIK 0001909376
Offering snapshot reported Feb 24, 2022 · SEC filing
- Reported sold
- Yet to sell Offering amount: $47.7M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $221K Reported outside-investor minimum
- First sale
- Yet to occur 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 |
|---|---|---|---|---|---|
| Feb 24, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.86M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-434939
Beneficial Interests in a Delaware Statutory Trust
The Managing Broker-Dealer will receive sales commissions of up to 6% + marketing and due diligence allowance of 1% + managing broker-dealer and wholesaling fee of 1.6% of offering proceeds
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| WealthForge Securities, LLC | 152550 |
Source: Form D, filed Feb 24, 2022. 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 |
|---|---|
| Croatan Invesments Llc | Executive |
| Jeffrey R. Mack | Executive |
| Eric Smith | Executive |
| Paul Van | Executive, Promoter |
Issuer details
Industry: Residential (See others in industry)
Address:
932 Laskin Road Suite 200
Virginia Beach, VA, 23451
Virginia Beach, VA, 23451