Form D · REITS and Finance

FC TOD BTR Holdings I LLC

Cleveland, OH · CIK 0001961532

Offering snapshot reported Nov 27, 2023 · SEC filing

Reported sold
$110K
Offering amount: $110K
Investors reported
110
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Nov 14, 2023
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
Nov 27, 2023Initial$110,000No comparison110SEC filing
Feb 21, 2023Initial$110,000No comparison110SEC filing
Jan 11, 2023Initial$125,000No comparison125SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$5.5K
Finders' fees
$0
Form D file number
021-498147
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

Source: Form D, filed Nov 27, 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.

People and organizations reported in Form D filings
NameReported role
Frank Costanzo Director, Executive
Charles Obert Director, Executive
Ketan Patel Director, Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
127 Public Square, Suite 3200
Cleveland, OH, 44114