Form D · Residential

Crossbeam Apartment Fund II-2012, LP

Bethesda, MD · CIK 0001509608

Offering snapshot reported Dec 20, 2012 · SEC filing

Reported sold
$40M
Offering amount: $300M
Investors reported
2
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 30, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$20M$40MJan 7, 2011: $20,000,000.00Jan 7, 2011Dec 20, 2011: $40,000,000.00Dec 20, 2011Dec 20, 2012: $40,000,000.00Dec 20, 2012

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 20, 2012Amendment$40,000,000$0vs Dec 20, 20112SEC filing
Dec 20, 2011Amendment$40,000,000$20,000,000vs Jan 7, 20112SEC filing
Jan 7, 2011Initial$20,000,000No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$225K (estimated)
Finders' fees
$0
Form D file number
021-153195

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Keith E. Butler1157669BCS Placements, LLC · CRD 139091
David Martin Kirby4485647Legend Securities, Inc. · CRD 44962

Source: Form D, filed Dec 20, 2012. 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

CROSSBEAM APARTMENT FUND II - 2012 LP

Investment adviser: CROSSBEAM CAPITAL, LLC

Gross asset value
$160M
Beneficial owners
2
ADV minimum commitment
$5M

Reported in Form ADV on Mar 28, 2016. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor NOVOGRADAC & COMPANY SAN FRANCISCO, California, United States
Custodian BRANCH BANKING & TRUST WASHINGTON, District of Columbia, United States Related to adviser: No
Custodian CITY NATIONAL BANK SAN FRANCISCO, California, United States Related to adviser: No
Marketer BCS PLACEMENTS, LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

BCS PLACEMENTS, LLC
CRD 139091 · SEC 8-67187

Filing source

Form ADV 1002776 · Mar 28, 2016 · Schedule D 7.B.(1), fund 805-2411768633

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
Richard Devaney Director

Issuer details

Industry: Residential (See others in industry)

Address:
7920 Norfolk Avenue Suite 501
Bethesda, MD, 20814