Form D · Other Real Estate
CWS STONE LAKE LP
Newport Beach, CA · CIK 0001188231
Offering snapshot reported Oct 20, 2014 · SEC filing
- Reported sold
- $783K Offering amount: $783K
- Investors reported
- 21 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Oct 7, 2014 As reported in this filing
Fundraising history
Reported soldDates 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 20, 2014 | Amendment | $782,969 | No comparison | 21 | SEC filing |
| Oct 20, 2014 | Amendment | $782,969 | $0vs Oct 20, 2014 | 21 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- Yes
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-48123
Equity interest in a limited partnership
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| MARCUS LAM | 5030836 | CWS INVESTMENTS · CRD 23551 |
Source: Form D, filed Oct 20, 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:Newport Beach, CA, 92660