Form D · Commercial
ExchangeRight Net Leased Portfolio 41 DST
Pasadena, CA · CIK 0001832399
Offering snapshot reported Jan 5, 2023 · SEC filing
- Reported sold
- $55.1M Offering amount: $55.1M
- Investors reported
- 129 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Nov 25, 2020 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 129
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 5, 2023 | Amendment | $55,070,000 | No comparison | 129 | SEC filing |
| Nov 16, 2020 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $3.3M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-380649
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Lighthouse Capital Group LLC | 169135 | |
| Arkadios Capital | 282710 | |
| Cabin Securities, Inc. | 137608 | |
| Cabot Lodge Securities LLC | 159712 | |
| Calton & Associates, Inc. | 20999 | |
| Capital Investment Group, Inc. | 14752 | |
| Capulent LLC | 155155 | |
| CreativeOne | 152974 | |
| Concorde Investment Services, LLC | 151604 | |
| Emerson Equity LLC | 130032 | |
| Great Point Capital LLC | 114203 | |
| Growth Capital Services, Inc. | 124658 | |
| Investment Planners, Inc. | 18557 | |
| Investment Security Corporation | 47536 | |
| Kalos Capital, Inc. | 44337 | |
| KCD Financial, Inc. | 127473 | |
| Kingswood Capital Partners, LLC | 288898 | |
| LightPath Capital, Inc. | 34617 | |
| Madison Avenue Securities, LLC | 23224 | |
| McDermott Investment Services, LLC | 154926 | |
| Metropolitan Capital Investment Banc, Inc. | 148820 | |
| National Securities Corporation | 7569 | |
| NPB Financial Group, LLC | 137743 | |
| SCF Securities, Inc. | 47275 | |
| TCFG Wealth Management, LLC | 164153 | |
| Realized Financial Inc. | 22333 | |
| WealthForge Securities, LLC | 152550 | |
| Willow Cove Investment Group, Inc. | 107824 |
Source: Form D, filed Jan 5, 2023. 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: Commercial (See others in industry)
Address:
1055 E. Colorado Blvd., Suite 310
Pasadena, CA, 91106
Pasadena, CA, 91106