Form D · Residential
Granite Strategic Loan Partners II, LLC
Irvine, CA · CIK 0001711867
Offering snapshot reported Aug 3, 2017 · SEC filing
- Reported sold
- $8.35M Offering amount: $10M
- Investors reported
- 55 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jun 26, 2017 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 3, 2017 | Initial | $8,345,000 | No comparison | 55 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $400K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-292024
Based on full subscription. 4% (comprised of 3% commissions and 1% due diligence reimbursement).
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Michael Scott Rickard | 1297325 | Carolina Financial Securities, LLC · CRD 41970 |
| Bruce Victor Roberts | 1489110 | Carolina Financial Securities, LLC · CRD 41970 |
| Phillip Nash Roberts | 6182908 | Carolina Financial Securities, LLC · CRD 41970 |
| James Arthur Green III | 2319475 | Carolina Financial Securities, LLC · CRD 41970 |
| Peter Joseph Kalmus | 1522531 | IBN Financial Services, Inc. · CRD 42360 |
| Andrew John Maconachy | 6267751 | IBN Financial Services, Inc. · CRD 42360 |
| John Paul Harvey Jr. | 4227692 | Sandlapper Securities, LLC · CRD 137906 |
Source: Form D, filed Aug 3, 2017. 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 |
|---|---|
| Allen L. Boerner | Director, Executive |
| John J. Heller | Executive |
| Scott Rickard | Executive |
Issuer details
Industry: Residential (See others in industry)
Address:
2 Park Plaza, Suite 800
Irvine, CA, 92614
Irvine, CA, 92614