Form D · Commercial
GREELEY FLATS, DST
San Clemente, CA · CIK 0001766879
Offering snapshot reported Apr 9, 2020 · SEC filing
- Reported sold
- $11M Offering amount: $11.1M
- Investors reported
- 52 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 6, 2018 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 |
|---|---|---|---|---|---|
| Apr 9, 2020 | Initial | $10,961,579 | No comparison | 52 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $1M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-364664
BENEFICIAL INTERESTS IN DELAWARE STATUTORY TRUST REFLECTING BENEFICIAL INTERESTS IN REAL ESTATE.
TOTAL COMMISSIONS THAT WILL BE PAID IF ALL SECURITIES ARE SOLD AND ALL COMMISSIONS EARNED.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| WEALTHFORGE SECURITIES, LLC | 152550 | WEALTHFORGE SECURITIES, LLC · CRD 152550 |
| DAN HOLZER | 5779187 | EMERSON EQUITY LLC · CRD 130032 |
| ANDRE MICHAEL JANASIK | 2938691 | CAPE SECURITIES INC. · CRD 7072 |
| PAUL M. GETTY | 6470002 | LIGHTPATH CAPITAL, INC. · CRD 34617 |
| SAM BHUSHAN | 4884717 | CABIN SECURITIES, INC. · CRD 137608 |
| GEORGE MARTIN HJORTH | 2209607 | INNOVATION PARTNERS LLC · CRD 146344 |
| HOWARD DAVIS | 1782118 | CABOT LODGE SECURITIES LLC · CRD 159712 |
| STEVEN CARMANDALIAN | 2713564 | PURSHE KAPLAN STERLING INVESTMENTS · CRD 35747 |
| EDWARD FERNANDEZ | 2956661 | CAPULENT LLC · CRD 155155 |
| JUSTIN MATTHEW BACHMAN | 6412695 | CAPULENT LLC · CRD 155155 |
| CHRISTINA SUZANNE NIELSON | 4866971 | DAI SECURITIES, LLC · CRD 36673 |
| MICHAEL P. ECKER | 824193 | CENTER STREET SECURITIES, INC. · CRD 26898 |
| ROBERT BOGGESS | 5007422 | GREAT POINT CAPITAL LLC · CRD 114203 |
| JOHN BUTLER | 1951436 | INVESTMENT SECURITY CORPORATION · CRD 47536 |
| TERRY HERRON | 1172497 | NEW FRONTIER WEALTH MANAGEMENT · CRD 147055 |
Source: Form D, filed Apr 9, 2020. 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 |
|---|---|
| Patrick Nelson | Executive, Promoter |
Issuer details
Industry: Commercial (See others in industry)
Address:
180 Ave. La Plata
San Clemente, CA, 92673
San Clemente, CA, 92673