Form D · Other Real Estate

GMI-Lakeway 109, LP

Dallas, TX · CIK 0001723005

Offering snapshot reported Jan 5, 2018 · SEC filing

Reported sold
$3.95M
Offering amount: $4.42M
Investors reported
80
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 10, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.97M$3.95MNov 20, 2017: $173,800.00Nov 20, 2017Dec 11, 2017: $1,973,800.00Dec 11, 2017Dec 18, 2017: $2,729,550.00Jan 5, 2018: $3,949,743.00Jan 5, 2018

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$2,729,550 → $3,949,743
  • Reported investors58 → 80

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 5, 2018Amendment$3,949,743$1,220,193vs Dec 18, 201780SEC filing
Dec 18, 2017Amendment$2,729,550$755,750vs Dec 11, 201758SEC filing
Dec 11, 2017Amendment$1,973,800$1,800,000vs Nov 20, 201739SEC filing
Nov 20, 2017Initial$173,800No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$375K (estimated)
Finders' fees
$0
Form D file number
021-299182
In addition, the 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

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RecipientCRDAssociated broker-dealer
Richard Goodwin2332035Titan Securities · CRD 131392
Joseph Ondris1782322Titan Securities · CRD 131392
Sheryle Lee Jarrett4937390Titan Securities · CRD 131392
Charles Huffington844086Calton and Associates · CRD 20999
Lisa Ann Allen1198978Calton and Associates · CRD 20999
Mikiel Ray Featherston1885948Calton and Associates · CRD 20999
Bobby K Cowand2317710Cary Street Partners · CRD 128089
Brian Smith2287309Cary Street Partners · CRD 128089
Javier Larrea2872807Cary Street Partners · CRD 128089
Torry Scott2297432Cary Street Partners · CRD 128089
Zachary Lee Carey3110546Calton and Associates · CRD 20999
Robert Kozlowski839901Calton and Associates · CRD 20999

Source: Form D, filed Jan 5, 2018. 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
William Glass Executive, Promoter
Scott Palmer Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
251 O?Connor Ridge Blvd., Suite 100
Dallas, TX, 75038