Form D · Other Investment Fund
Flagship Healthcare Real Estate Fund, LLC
Charlotte, NC · CIK 0001557534
Offering snapshot reported Sep 26, 2014 · SEC filing
- Reported sold
- $11.9M Offering amount: $30M
- Investors reported
- 47 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Aug 29, 2012 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$7,918,750 → $11,918,750
- Reported investors32 → 47
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 26, 2014 | Amendment | $11,918,750 | $4,000,000vs Dec 5, 2013 | 47 | SEC filing |
| Dec 5, 2013 | Amendment | $7,918,750 | $5,668,750vs Sep 13, 2012 | 32 | SEC filing |
| Sep 13, 2012 | Initial | $2,250,000 | No comparison | 6 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $176K
- Finders' fees
- $0
- Form D file number
- 021-184096
Flagship Healthcare Real Estate Fund, LLC has a target size of $30 million; however, the manager of the fund may raise more or less in its discretion.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Andrew Cooney | 2319084 | Falconbridge Capital Markets, LLC · CRD 139170 |
| Bennett Cole | 2844832 | Falconbridge Capital Markets, LLC · CRD 139170 |
| Stephen Geis | 2669296 | Falconbridge Capital Markets, LLC · CRD 139170 |
| Christopher P. Haley | 2364593 | BA Securities, LLC · CRD 153489 |
| Douglas E. Neal | 2456274 | BA Securities, LLC · CRD 153489 |
| David Gilroy | 4936673 | Dragonfly Capital Management Co., LLC · CRD 125199 |
Source: Form D, filed Sep 26, 2014. 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 |
|---|---|
| W. Charles Campbell | Executive |
| J. Brannen Edge Iii | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Charlotte, NC, 28211