Form D · REITS and Finance

DW Burlingame III REIT, LLC

San Francisco, CA · CIK 0001961823

Offering snapshot reported Jan 20, 2023 · SEC filing

Reported sold
$67K
Offering amount: $125K
Investors reported
67
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Jan 17, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$33.5K$67KJan 19, 2023: $67,000.00Jan 19, 2023Jan 20, 2023: $67,000.00Jan 20, 2023

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 20, 2023Amendment$67,000$0vs Jan 19, 202367SEC filing
Jan 19, 2023Initial$67,000No comparison67SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$6.25K
Finders' fees
$0
Form D file number
021-471164
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

Source: Form D, filed Jan 20, 2023. 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
Christopher Bush Director
Michael Carp Director
Brendan Cooper Director
Robert Mashaal Director
Don Palmieri Director
Megan Sherman Director
Stuart Shiff Director

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
301 Howard Street Suite 2100
San Francisco, CA, 94105