Form D · Commercial
ExchangeRight Net-Leased Portfolio 55 DST
Pasadena, CA · CIK 0001922074
Offering snapshot reported Oct 17, 2023 · SEC filing
- Reported sold
- $116M Offering amount: $116M
- Investors reported
- 157 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Apr 18, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 157
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 17, 2023 | Amendment | $116,050,000 | No comparison | 157 | SEC filing |
| Apr 8, 2022 | 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
- $5.8M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-441160
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Lighthouse Capital Group, LLC | 169135 | |
| Arkadios Capital | 282710 | |
| Aurora Securities | 46147 | |
| B.B. Graham & Company, Inc. | 41533 | |
| Cabin Securities, Inc. | 137608 | |
| Cabot Lodge Securities, LLC | 159712 | |
| Calton & Associates, Inc. | 20999 | |
| Concorde Investment Services, LLC | 151604 | |
| CreativeOne Securities, LLC | 152974 | |
| Emerson Equity LLC | 130032 | |
| FNEX Capital, LLC | 166316 | |
| Galt Financial Group, Inc. | 146976 | |
| Great Point Capital LLC | 114203 | |
| Investment Security Corporation | 47536 | |
| Kalos Capital, Inc. | 44337 | |
| LightPath Capital, Inc. | 34617 | |
| Lion Street Financial, LLC | 165828 | |
| McDermott Investment Services, LLC | 154926 | |
| National Securities Corporation | 7569 | |
| NPB Financial Group, LLC | 137743 | |
| Pinnacle Capital Securities, LLC | 106213 | |
| SCF Securities, Inc. | 47275 | |
| WealthForge Securities, LLC | 152550 | |
| Wilmington Capital Securities, LLC | 133839 |
Source: Form D, filed Oct 17, 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