Form D · Other Real Estate
CWS 5501 MOPAC, LP
Newport Beach, CA · CIK 0001602690
Offering snapshot reported Mar 14, 2014 · SEC filing
- Reported sold
- $5.12M Offering amount: $6M
- Investors reported
- 30 Form D · investor count
- Minimum accepted
- $5K Reported outside-investor minimum
- First sale
- Mar 10, 2014 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 |
|---|---|---|---|---|---|
| Mar 14, 2014 | Initial | $5,120,550 | No comparison | 30 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0
- Form D file number
- 021-213651
limited partnership interest
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| TREVOR DALLAS | 5704431 | CWS INVESTMENTS · CRD 23551 |
| MARCUS LAM | 5030836 | CWS INVESTMENTS · CRD 23551 |
Source: Form D, filed Mar 14, 2014. 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 |
|---|---|
| Gary Charles Carmell | Executive |
| Steven Jay Sherwood | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
14 Corporate Plaza Drive Suite 210
Newport Beach, CA, 92660
Newport Beach, CA, 92660