Form D · Other Real Estate
GMI-Portland Preferred, LP
Westlake, TX · CIK 0001988736
Offering snapshot reported Jan 26, 2024 · SEC filing
- Reported sold
- Yet to sell Offering amount: $4.92M
- Investors reported
- 37 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors35 → 37
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 26, 2024 | Amendment | Yet to sell | No comparison | 37 | SEC filing |
| Jan 5, 2024 | Amendment | Yet to sell | No comparison | 35 | SEC filing |
| Dec 19, 2023 | Amendment | Yet to sell | No comparison | 26 | SEC filing |
| Oct 6, 2023 | Amendment | Yet to sell | No comparison | 19 | SEC filing |
| Oct 2, 2023 | Amendment | Yet to sell | No comparison | 19 | SEC filing |
| Sep 6, 2023 | Amendment | Yet to sell | No comparison | 9 | SEC filing |
| Aug 3, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $291K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-488649
In addition, the issuer may pay, for appropriately registered broker dealers, certain marketing and other expenses
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Michael Ihrie | 1394615 | Boustead Securities · CRD 141391 |
| RON BERG | 19008 | INNOVATION PARTNERS · CRD 146344 |
| COREY SMITH | 4979676 | GREAT POINT CAPITAL · CRD 114203 |
| JAMES MANNING | 4395898 | GREAT POINT CAPITAL · CRD 114203 |
| DAN BRAMSCHREIBER | 2891694 | GREAT POINT CAPITAL · CRD 114203 |
| CHRISTOPHER DUKES | 4712873 | WESTPARK CAPITAL · CRD 39914 |
Source: Form D, filed Jan 26, 2024. 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 Glass | Executive, Promoter |
| Scott Palmer | Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
1301 Solana Blvd., Building 2 Ste. 2450
Westlake, TX, 76262
Westlake, TX, 76262