Form D · REITS and Finance
ExchangeRight Fee Participation LLC
Pasadena, CA · CIK 0002033703
Offering snapshot reported Aug 20, 2024 · SEC filing
- Reported sold
- $702K Offering amount: $100M
- Investors reported
- 14 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Aug 9, 2024 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 20, 2024 | Initial | $702,348 | No comparison | 14 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $5M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-521950
Interests offered in exchange for investing in Class ER common shares of the ExchangeRight Income Fund dba the ExchangeRight Essential Income REIT.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Lighthouse Capital Group, LLC | 169135 |
Source: Form D, filed Aug 20, 2024. 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 |
|---|---|
| David Fisher | Executive |
| Warren Thomas | Executive |
| Joshua Ungerecht | Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
1055 E. Colorado Blvd., Suite 310
Pasadena, CA, 91106
Pasadena, CA, 91106