Form D · Residential
Epoch Properties Multi-Family Opportunity Fund II, Ltd.
Winter Park, FL · CIK 0001577461
Offering snapshot reported Jun 10, 2014 · SEC filing
- Reported sold
- $37M Offering amount: $40M
- Investors reported
- 398 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jun 25, 2013 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 398
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 10, 2014 | Amendment | $37,010,665 | No comparison | 398 | SEC filing |
| Jun 14, 2013 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $3.2M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-198036
The maximum offering amount was $35,000,000, however, the General Partner, in its sole and absolute discretion, without notice, may elect, and so elected, to increase the total maximum offering amount to $40,000,000.
Sales commissions estimate is based on offering being fully subscribed for a total offering amount of $40,000,000.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Cobalt Capital, Inc. | 136161 | |
| Edwin C. Blitz Investments, Inc. | 7638 | |
| Proequities, Inc. | 15708 | |
| VSR Financial Services, Inc. | 14503 | |
| Allen C. Ewing & Co. | 26102 | |
| Transam Securities, Inc. | 18923 | |
| Newbridge Securities Corporation | 104065 | |
| DFPG Investments, Inc. | 155576 | |
| Chauner Securities, Inc. | 10075 | |
| Harbor Light Securities, LLC | 130227 | |
| Capital Guardian LLC | 137919 | |
| Wall Street Strategies, Inc. | 31268 | |
| Wilbanks Securities, Inc. | 40673 | |
| Sunbelt Securities, Inc. | 42180 |
Source: Form D, filed Jun 10, 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 |
|---|---|
| Cobalt Capital, Inc. | Promoter |
| Epi Opportunity Ii, Llc | Director, Executive, Promoter |
| M. Gregory Jacoby | Director, Executive, Promoter |
| James H. Pugh, Jr. | Director, Executive, Promoter |
| Kyle D. Riva | Director, Executive, Promoter |
Issuer details
Industry: Residential (See others in industry)
Address:
359 Carolina Avenue Suite 200
Winter Park, FL, 32789
Winter Park, FL, 32789