Form D · Residential
Epoch Properties Multi-Family Opportunity Fund V, Ltd.
Winter Park, FL · CIK 0001700284
Offering snapshot reported Mar 15, 2017 · SEC filing
- Reported sold
- $0 Offering amount: $30M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Mar 13, 2017 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 15, 2017 | Initial | $0 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $2.4M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-282556
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
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Cobalt Capital, Inc. | 136161 | |
| JCC Advisors, LLC | 146776 | |
| The Strategic Financial Alliance, LLC | 126514 | |
| Chauner Securities, Inc. | 10075 | |
| Center Street Securities, Inc. | 26898 | |
| Gardner Financial Services, Inc. | 21000 | |
| Skyway Capital Markets, LLC | 124630 | |
| Calton & Associates, Inc. | 20999 | |
| Proequities, Inc. | 15708 | |
| DFPG Investments, Inc. | 155576 | |
| Sunbelt Securities, Inc. | 42180 | |
| Kingsbury Capital, Inc. | 7638 | |
| Ausdal Financial Partners, Inc. | 7995 | |
| Wilbanks Securities, Inc. | 40673 | |
| Transam Securities, Inc. | 18923 | |
| Newbridge Securities Corporation | 104065 | |
| Commonwealth Financial Network | 8032 |
Source: Form D, filed Mar 15, 2017. 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 |
|---|---|
| Allyson Chiappa | Executive, Promoter |
| Cobalt Capital, Inc. | Promoter |
| J. Mc Carley Davis | Director, Executive, Promoter |
| Epi Opportunity V, Llc | Director, Executive, Promoter |
| James H. Pugh, Jr. | Director, Executive, Promoter |
| Justin R. Sand | 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