Form D · REITS and Finance
Forum Income Fund I REIT, Inc.
Old Greenwich, CT · CIK 0001699648
Offering snapshot reported Mar 3, 2017 · SEC filing
- Reported sold
- $125K Offering amount: $125K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 26, 2017 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 3, 2017 | Initial | $125,000 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $12.5K
- Form D file number
- 021-281733
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Gary Cutson | 6119195 | First Liberties Financial · CRD 14432 |
Source: Form D, filed Mar 3, 2017. 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
FORUM INCOME FUND I, LLC
Investment adviser: FORUM PARTNERS INVESTMENT MANAGEMENT LLC
- Gross asset value
- $9.61M
- Beneficial owners
- 64
- ADV minimum commitment
- $25K
Reported in Form ADV on Jun 7, 2017. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 1120625 · Jun 7, 2017 · Schedule D 7.B.(1), fund 805-7587435656
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.
| Name | Reported role |
|---|---|
| Barry Funt | Director, Executive |
| Malcom Glyn | Executive |
| Benjamin Morgan | Executive |
| Russell Platt | Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:Old Greenwich, CT, 06870