Form D · Commercial

CWC Income Properties 5, LLC

San Diego, CA · CIK 0001656759

Offering snapshot reported Nov 9, 2016 · SEC filing

What changed?

Latest filing versus its linked predecessor, where available.

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 9, 2016	Amendment	Yet to sell	No comparison	93	SEC filing
Oct 27, 2015	Initial	Yet to sell	No comparison	0	SEC filing

Best Efforts Offering. As of this update $12,420,000 has been raised and it is expected that another 1,000,000 to 2,000,000 will be raised.

No commissions or finders' fees will be paid in connection with this offering.

Source: Form D, filed Nov 9, 2016. Minimum accepted may differ from a standard advertised minimum.

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

Investment adviser: THE WEIL COMPANY

Reported in Form ADV on May 15, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Custodian FIDELITY INSTITUTIONAL WEALTH SERVICES NEW YORK, New York, United States Related to adviser: No

Provider details

Filing source

Form ADV 1762604 · May 15, 2023 · Schedule D 7.B.(1), fund 805-9338549528

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Name	Reported role
Robert Maurice Gaan	Executive
Laura Theresa Gordon	Executive
Christopher Frances Weil	Director
Matthew Francis Richard Weil	Executive
John Vianney Wells	Executive
Kit Victoria Wells	Executive

Address:

11236 El Camino Real Suite 200
San Diego, CA, 92130