Form D · REITS and Finance

Goodman Oakland Trust

Irvine, CA · CIK 0001636843

Offering snapshot reported Mar 18, 2015 · SEC filing

Reported sold
$98K
Offering amount: $125K
Investors reported
98
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Mar 13, 2015
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 18, 2015Initial$98,000No comparison98SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$6.25K
Finders' fees
$0
Form D file number
021-236124

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Charles Harrison3071551H & L Equities, LLC · CRD 113794
Phyllis Beck1020488H & L Equities, LLC · CRD 113794
Patrick Whelchel5389090H & L Equities, LLC · CRD 113794
Scott Harrison4981070H & L Equities, LLC · CRD 113794
Lori Mayfield4899271H & L Equities, LLC · CRD 113794

Source: Form D, filed Mar 18, 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.

People and organizations reported in Form D filings
NameReported role
Constantino Argimon Executive
Brandon Birtcher Executive
Alan P. Cockburn Executive
Greg Goodman Executive
Dan Grable Executive
Aaron Morgan Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
C/O Goodman Birtcher Na Management Llc 18201 Von Karman Avenue, Suite 1170
Irvine, CA, 92612