Form D · Residential

CW Investor on Highland, LLC

Salt Lake City, UT · CIK 0001781836

Offering snapshot reported Jul 9, 2020 · SEC filing

Reported sold
$23.6M
Offering amount: $24.8M
Investors reported
41
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jun 24, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$11.8M$23.6MJul 9, 2019: $10,184,729.00Jul 9, 2019Jul 9, 2020: $23,577,232.00Jul 9, 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$10,184,729 → $23,577,232
  • Reported investors11 → 41
  • Minimum accepted$91,000 → $100,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 9, 2020Amendment$23,577,232$13,392,503vs Jul 9, 201941SEC filing
Jul 9, 2019Initial$10,184,729No comparison11SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.23M (estimated)
Finders' fees
$0
Form D file number
021-343818

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Eric Richard Marlin3256243Orchard Securities, LLC · CRD 133378
Michelle Rebecca Langer5048331Orchard Securities, LLC · CRD 133378
Richard Lee Wagner4575603Independent Financial Group, LLC · CRD 7717
Robert Leo Vonderharr1556834Independent Financial Group, LLC · CRD 7717
David Richard Koehler4832628Independent Financial Group, LLC · CRD 7717
Alexandra Wells O'Neill6694268Independent Financial Group, LLC · CRD 7717
Amrish N. Patel4449749Independent Financial Group, LLC · CRD 7717
William Thompson Bolt5649814Kalos Capital, Inc. · CRD 44337
Brian Pierce5731138Kalos Capital, Inc. · CRD 44337
Christopher David Pullaro4719289Kalos Capital, Inc. · CRD 44337
Jay Van Greenburg6153353Lefavi Wealth Management · CRD 104961

Source: Form D, filed Jul 9, 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
Gregg T. Christensen Executive
Chad Christensen Executive
Cottonwood Residential Ii, Inc. Cottonwood Residential Ii, Inc. Promoter
Cottonwood Residential O.P., Lp Cottonwood Residential O.P., Lp Promoter
Daniel Shaeffer Executive

Issuer details

Industry: Residential (See others in industry)

Address:
6340 South 3000 East, Suite 500
Salt Lake City, UT, 84121