Form D · REITS and Finance
GreenGate Finance Co-Investment, LLC
Glen Allen, VA · CIK 0001691260
Offering snapshot reported Jan 12, 2017 · SEC filing
- Reported sold
- $9.68M Offering amount: $10M
- Investors reported
- 23 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Nov 22, 2016 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.
- Reported sold$7,425,000 → $9,675,000
- Reported investors13 → 23
- Minimum accepted$100,000 → $50,000
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 12, 2017 | Amendment | $9,675,000 | $2,250,000vs Dec 5, 2016 | 23 | SEC filing |
| Dec 5, 2016 | Initial | $7,425,000 | No comparison | 13 | SEC filing |
| Dec 5, 2016 | Amendment | $7,425,000 | $0vs Dec 5, 2016 | 13 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-275606
The Manager, in its discretion, may increase Total Offering Amount to up to $20 million.
Source: Form D, filed Jan 12, 2017. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
GREENGATE FINANCE CO-INVESTMENT, LLC
Investment adviser: MARKEL|EAGLE PARTNERS, LLC
- Gross asset value
- $9.68M
- Beneficial owners
- 23
- ADV minimum commitment
- $100K
Reported in Form ADV on Mar 28, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 1185225 · Mar 28, 2018 · Schedule D 7.B.(1), fund 805-3431683215
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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 |
|---|---|
| Richard E. Core, Jr. | Executive |
| Thomas S. Gayner | Executive |
| James B. Gurley, Jr. | Executive |
| Bryan E. Kornblau | Executive |
| N/A N/A Markel|Eagle Investment, Llc | Promoter |
| N/A N/A Markel|Eagle Partners, Llc | Executive, Promoter |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:Glen Allen, VA, 23060