Form D · Commercial
Fund III - Groma & US Boston Opportunity Zone Fund, LLC
Boston, MA · CIK 0001894698
Offering snapshot reported Nov 30, 2023 · SEC filing
- Reported sold
- $14.9M Offering amount: $50M
- Investors reported
- 33 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Dec 22, 2021 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$13,285,210 → $14,860,210
- Reported investors31 → 33
- Minimum accepted$100,000 → $50,000
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 30, 2023 | Amendment | $14,860,210 | $1,575,000vs Dec 13, 2022 | 33 | SEC filing |
| Dec 13, 2022 | Amendment | $13,285,210 | $8,261,700vs Dec 30, 2021 | 31 | SEC filing |
| Dec 30, 2021 | Initial | $5,023,510 | No comparison | 26 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $1.5M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-427410
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| U.S. Boston Capital Corporation | 5251 |
Source: Form D, filed Nov 30, 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 |
|---|---|
| Paul Bell | Director, Executive |
| Angelo Drake | Executive |
| Grant Fishman | Director |
| John Mc Clellan | Director |
| Seth Priebatsch | Director, Executive |
| Willard Umphrey | Director |
Issuer details
Industry: Commercial (See others in industry)
Address:
31 New Chardon Street
Boston, MA, 02114
Boston, MA, 02114