Form D · REITS and Finance

EQUITYMULTIPLE 138, LLC

New York, NY · CIK 0001863242

Offering snapshot reported May 24, 2021 · SEC filing

Reported sold
$2.1M
Offering amount: $2.1M
Investors reported
72
Form D · investor count
Minimum accepted
$20K
Reported outside-investor minimum
First sale
Apr 29, 2021
As reported in this filing

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
May 24, 2021Initial$2,100,000No comparison72SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$10.5K
Finders' fees
$0
Form D file number
021-400344

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Charles Clinton6512979Growth Capital Services · CRD 124658

Source: Form D, filed May 24, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

EQUITYMULTIPLE 138 LLC

Investment adviser: EM ADVISOR, LLC

Gross asset value
$704K
Beneficial owners
72
ADV minimum commitment
$20K

Reported in Form ADV on Sep 1, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian BLUE RIDGE BANK, NATIONAL ASSOCIATION MARTINSVILLE, Virginia, United States Related to adviser: No
Custodian MILLENNIUM TRUST COMPANY, LLC OAK BROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BLUE RIDGE BANK, NATIONAL ASSOCIATION
LEI 0000842717

Filing source

Form ADV 1668331 · Sep 1, 2022 · Schedule D 7.B.(1), fund 805-6513494960

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Charles Clinton Executive
Marious Sjulsen Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
1140 Broadway, Flr 11
New York, NY, 10001