Form D · Other Real Estate

CWS STRATEGIC APARTMENT FUND LLC

Newport Beach, CA · CIK 0001483020

Offering snapshot reported Jan 12, 2011 · SEC filing

Reported sold
$9.3M
Offering amount: $30M
Investors reported
50
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jan 20, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.65M$9.3MFeb 3, 2010: $0.00Feb 3, 2010Jan 12, 2011: $9,300,000.00Jan 12, 2011

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$0 → $9,300,000
  • Reported investors0 → 50

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 12, 2011Amendment$9,300,000$9,300,000vs Feb 3, 201050SEC filing
Feb 3, 2010Initial$0No comparison0SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$300K (estimated)
Finders' fees
$100K (estimated)
Form D file number
021-138416
THE FUND SEEKS TO RAISE APPROXIMATELY $20-$30 MILLION THROUGH THE SALE OF INTERESTS IN THE FUND TO A LIMITED GROUP OF ACCREDITED INVESTORS. SUBSCRIPTIONS IN EXCESS OF $30 MILLION IN THE AGGREGATE MAY BE ACCEPTED IN THE MANAGING MEMBER'S DISCRETION.
POOLED REAL ESTATE INVESTMENT FOR NON-PUBLIC LLC

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
MARCUS LAM5030836CLAYTON, WILLIAMS & SHERWOOD INVESTMENTS · CRD 23551
TREVOR DALLAS5704431CLAYTON, WILLIAMS & SHERWOOD INVESTMENTS · CRD 23551
BYRON L WILLIAMS1901509CLAYTON, WILLIAMS & SHERWOOD INVESTMENTS · CRD 23551
ZACHARY WILSON5729569CLAYTON, WILLIAMS & SHERWOOD INVESTMENTS · CRD 23551

Source: Form D, filed Jan 12, 2011. 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
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