Form D · Residential

Epoch Properties Multi-Family Opportunity Fund, Ltd.

Winter Park, FL · CIK 0001536527

Offering snapshot reported Feb 22, 2013 · SEC filing

Reported sold
$20.9M
Offering amount: $35M
Investors reported
236
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jan 5, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$10.5M$20.9MJan 12, 2012: $430,000.00Jan 12, 2012Feb 22, 2013: $20,900,000.00Feb 22, 2013

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$430,000 → $20,900,000
  • Reported investors3 → 236

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 22, 2013Amendment$20,900,000$20,470,000vs Jan 12, 2012236SEC filing
Jan 12, 2012Initial$430,000No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$2.45M (estimated)
Finders' fees
$0
Form D file number
021-171691
The General Partner, in its sole and absolute discretion, without notice, may elect to increase the total maximum offering amount to $40,000,000
Sales commissions estimate is based on offering being fully subscribed.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Cobalt Capital, Inc.136161
Edwin C. Blitz Investments, Inc.7638
Proequities, Inc.15708
Transam Securities, Inc.18923
Maitland Securities, Inc.130577
VSR Financial Services, Inc.14503
Allen C. Ewing & Co.26102
Newbridge Securities15387
Pariter Securities127836
Investors Capital Corp.30613
DFPG Investments, Inc.155576
Chauner Securities, Inc.10075
Harbor Light Securities, LLC130227
Capital Guardian LLC137919
Wall Street Strategies, Inc.31268
Wilbanks Securities, Inc.40673
Ca[ital Innovation Securities, LLC145329 · CRD 145511

Source: Form D, filed Feb 22, 2013. 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
Cobalt Capital, Inc. Promoter
Epi Opportunity, 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