Form D · REITS and Finance

Exeter - Core Industrial REIT I, LLC

Plymouth Meeting, PA · CIK 0001563752

Offering snapshot reported Dec 14, 2012 · SEC filing

Reported sold
$78K
Offering amount: $125K
Investors reported
78
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Dec 12, 2012
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
Dec 14, 2012Initial$78,000No comparison78SEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$6.25K (estimated)
Finders' fees
$0
Form D file number
021-188395

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Charles Harrison3071551H & L Equities, LLC · CRD 113794
Phyllis Beck1020488H & L Equities, LLC · CRD 113794
Patrick Whelchel5389090H & L Equities, LLC · CRD 113794
Scott Harrison4981070H & L Equities, LLC · CRD 113794
Lori Mayfield4899271H & L Equities, LLC · CRD 113794

Source: Form D, filed Dec 14, 2012. 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

EXETER-CORE INDUSTRIAL VENTURE, L.P.

Investment adviser: EQT REAL ESTATE, LLC

Gross asset value
$1.42M
Beneficial owners
3
ADV minimum commitment
$200M

Reported in Form ADV on Mar 29, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS PHILADELPHIA, Pennsylvania, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS
PCAOB 238

Filing source

Form ADV 1201118 · Mar 29, 2018 · Schedule D 7.B.(1), fund 805-3018961988

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
Edward J. Fitzgerald Director
Timothy J. Weber Director

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
140 West Germantown Pike Suite 150
Plymouth Meeting, PA, 19462