Form D · Other Real Estate
Granite Texas Senior Holdings II, LLC
Irvine, CA · CIK 0001619701
Offering snapshot reported Nov 21, 2014 · SEC filing
- Reported sold
- $12.9M Offering amount: $12.9M
- Investors reported
- 18 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Oct 22, 2014 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 21, 2014 | Amendment | $12,883,000 | $0vs Nov 5, 2014 | 18 | SEC filing |
| Nov 5, 2014 | Initial | $12,883,000 | No comparison | 18 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $228K
- Finders' fees
- $0
- Form D file number
- 021-227752
Membership interests in Granite Texas Senior Holdings II, LLC.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Michael S. Rickard | 1297325 | Carolina Financial Securities, LLC · CRD 41970 |
| John J. Temple | 1139897 | ARI Financial Services, Inc. · CRD 137608 |
| Joseph R. Broadbent | 3132498 | DFPG Investments, Inc. · CRD 155576 |
| Ronald L. Ellis | 1605740 | Primex · CRD 29394 |
| Bruce V. Roberts | 1489110 | Carolina Financial Securities, LLC · CRD 41970 |
Source: Form D, filed Nov 21, 2014. 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 Boerner | Executive |
| Group Granite Investment | Promoter |
| John J Heller | Executive |
| Carey P Levy | Executive |
| Joseph E Mc Keever | Executive |
| Scott Rickard | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:Irvine, CA, 92614