Form D · REITS and Finance

CWRSD LLC

Conshohocken, PA · CIK 0001888666

Offering snapshot reported Oct 25, 2021 · SEC filing

Reported sold
$125K
Offering amount: $125K
Investors reported
125
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Oct 25, 2021
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 25, 2021Initial$125,000No comparison125SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$6.25K
Finders' fees
$0
Form D file number
021-418421
5% of total amount sold

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Charles Harrison3071551H & L Equities, LLC · CRD 113794
Lori Mayfield4899271H & L Equities, LLC · CRD 113794
Patrick Whelchel5389090H & L Equities, LLC · CRD 113794
Scott Harrison4981070H & L Equities, LLC · CRD 113794
Charles Mathes5980160H & L Equities, LLC · CRD 113794

Source: Form D, filed Oct 25, 2021. 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
Edward J. Fitzgerald Director, Executive
Adam Gallistel Director
John Peter Lloyd Director, Executive
Vincent Bradley Reed Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
C/O Exeter Property Group 101 West Elm Street, Suite 600
Conshohocken, PA, 19428