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 sold
Reported amount sold by Form D filing date$0$7.43M$14.9MDec 30, 2021: $5,023,510.00Dec 30, 2021Dec 13, 2022: $13,285,210.00Dec 13, 2022Nov 30, 2023: $14,860,210.00Nov 30, 2023

Dates 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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 30, 2023Amendment$14,860,210$1,575,000vs Dec 13, 202233SEC filing
Dec 13, 2022Amendment$13,285,210$8,261,700vs Dec 30, 202131SEC filing
Dec 30, 2021Initial$5,023,510No comparison26SEC 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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RecipientCRDAssociated broker-dealer
U.S. Boston Capital Corporation5251

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.

People and organizations reported in Form D filings
NameReported 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