Form D · Other Real Estate
GMI-LAKE MARY 125, LP
Irving, TX · CIK 0001637256
Offering snapshot reported Sep 14, 2015 · SEC filing
- Reported sold
- $5.57M Offering amount: $6.11M
- Investors reported
- 78 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Mar 18, 2015 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$4,925,226 → $5,574,996
- Reported investors67 → 78
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 14, 2015 | Amendment | $5,574,996 | $649,770vs Aug 24, 2015 | 78 | SEC filing |
| Aug 24, 2015 | Amendment | $4,925,226 | $1,303,176vs Aug 3, 2015 | 67 | SEC filing |
| Aug 10, 2015 | Amendment | $3,862,050 | $240,000vs Aug 3, 2015 | 61 | SEC filing |
| Aug 3, 2015 | Amendment | $3,622,050 | $1,040,000vs Jul 21, 2015 | 58 | SEC filing |
| Jul 21, 2015 | Amendment | $2,582,050 | $40,000vs Jul 14, 2015 | 44 | SEC filing |
| Jul 14, 2015 | Amendment | $2,542,050 | $417,400vs Jun 22, 2015 | 42 | SEC filing |
| Jun 22, 2015 | Amendment | $2,124,650 | $880,000vs Jun 15, 2015 | 35 | SEC filing |
| Jun 15, 2015 | Amendment | $1,244,650 | $120,300vs Jun 8, 2015 | 30 | SEC filing |
| Jun 8, 2015 | Amendment | $1,124,350 | $181,300vs Jun 1, 2015 | 26 | SEC filing |
| Jun 1, 2015 | Amendment | $943,050 | $454,000vs May 5, 2015 | 22 | SEC filing |
| May 5, 2015 | Amendment | $489,050 | $389,050vs Mar 23, 2015 | 8 | SEC filing |
| Mar 23, 2015 | Initial | $100,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $519K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-236425
In addition, broker dealers will share in a portion of the issuer distributions, and issuer may pay or reimburse to broker dealers certain marketing and other expenses, and may pay an additional 0.3% non-accountable marketing allowance
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Curt Ladd | 1383014 | VSR · CRD 14503 |
| Joseph A Ondris | 1782322 | Freedom Investor Corp · CRD 23714 |
| Marc Seeherman | 1131557 | VSR · CRD 14503 |
| Lawrence A Breen | 1333876 | VSR · CRD 14503 |
| Charles Geraci | 114965 | VSR · CRD 14503 |
| Robert Burns | 4066393 | VSR · CRD 14503 |
| Brian Smith | 2287309 | Cary Street Partners · CRD 128089 |
| Torry Scott | 2291432 | Cary Street Partners · CRD 128089 |
| MF Long II | 1778299 | VSR · CRD 14503 |
| Michael Ihrie | 1394615 | Calton and Associates · CRD 20999 |
| Russ Huffington | 844086 | Calton and Associates · CRD 20999 |
| Bobby Kyle Cowand | 2317710 | Cary Street Partners · CRD 128089 |
| Bob Kozlowski | 839901 | Calton and Associates · CRD 20999 |
| Taher Gilani | 2381502 | Calton and Associates · CRD 20999 |
| Donald J Gunn Jr | 1442917 | IAA · CRD 10645 |
Source: Form D, filed Sep 14, 2015. 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 |
|---|---|
| William P. Glass | Executive, Promoter |
| Scott Palmer | Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
251 O?Connor Ridge Blvd., Suite 100
Irving, TX, 75038
Irving, TX, 75038