Form D · REITS and Finance

ES REIT I, LLC

Conshohocken, PA · CIK 0001840271

Offering snapshot reported Jan 19, 2021 · SEC filing

Reported sold
$250K
Offering amount: $250K
Investors reported
125
Form D · investor count
Minimum accepted
$2K
Reported outside-investor minimum
First sale
Jan 8, 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
Jan 19, 2021Initial$250,000No comparison125SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$12.5K
Finders' fees
$0
Form D file number
Not reported
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
Charles Mathes5980160H & L Equities, LLC · CRD 113794

Source: Form D, filed Jan 19, 2021. 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
N/A Exeter Operating Partnership V Gp Llc Director
Edward J. Fitzgerald Director, Executive
Timothy J. Weber Director, Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
C/O Exeter Property Group, Llc 101 W. Elm Street, Suite 600
Conshohocken, PA, 19428