Form D · Other Real Estate

Griffin Capital (Heritage - Bedford,NH)DST

El Segundo, CA · CIK 0001763670

Offering snapshot reported Dec 5, 2019 · SEC filing

Reported sold
$31.5M
Offering amount: $31.5M
Investors reported
96
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
May 15, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15.7M$31.5MMay 13, 2019May 24, 2019: $2,546,837.00Jun 14, 2019: $4,125,761.00Jun 28, 2019: $4,844,364.00Jul 9, 2019: $8,570,571.00Jul 18, 2019: $10,002,040.00Jul 18, 2019: $10,002,040.00Jul 31, 2019: $14,522,453.00Jul 31, 2019: $14,522,453.00Aug 14, 2019: $16,046,875.00Aug 22, 2019: $19,989,418.00Sep 5, 2019: $28,136,710.00Sep 20, 2019: $29,045,212.00Oct 4, 2019: $30,209,361.00Oct 17, 2019: $30,976,160.00Oct 31, 2019: $31,116,613.00Dec 5, 2019: $31,453,687.00Dec 5, 2019

Dates 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$31,116,613 → $31,453,687
  • Reported investors94 → 96

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 5, 2019Amendment$31,453,687$337,074vs Oct 31, 201996SEC filing
Oct 31, 2019Amendment$31,116,613$140,453vs Oct 17, 201994SEC filing
Oct 17, 2019Amendment$30,976,160$766,799vs Oct 4, 201994SEC filing
Oct 4, 2019Amendment$30,209,361$1,164,149vs Sep 20, 201990SEC filing
Sep 20, 2019Amendment$29,045,212$908,502vs Sep 5, 201984SEC filing
Sep 5, 2019Amendment$28,136,710$8,147,292vs Aug 22, 201978SEC filing
Aug 22, 2019Amendment$19,989,418$3,942,543vs Aug 14, 201965SEC filing
Aug 14, 2019Amendment$16,046,875$1,524,422vs Jul 31, 201952SEC filing
Jul 31, 2019Amendment$14,522,453$0vs Jul 31, 201944SEC filing
Jul 31, 2019Amendment$14,522,453$4,520,413vs Jul 18, 201944SEC filing
Jul 18, 2019Amendment$10,002,040$1,431,469vs Jul 9, 201932SEC filing
Jul 18, 2019Amendment$10,002,040$0vs Jul 18, 201932SEC filing
Jul 9, 2019Amendment$8,570,571$3,726,207vs Jun 28, 201927SEC filing
Jun 28, 2019Amendment$4,844,364$718,603vs Jun 14, 201914SEC filing
Jun 14, 2019Amendment$4,125,761$1,578,924vs May 24, 20199SEC filing
May 24, 2019Amendment$2,546,837No comparison3SEC filing
May 13, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.8M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-339481
Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Independent Financial Group, LLC7717
Adam Bryan5443986McDermott Investment Services, LLC · CRD 154926
Stacey Morimoto4420782Stax Capital, Inc. · CRD 300607
DFPG Investments, Inc.155576
Griffin Capital Securities, LLC37739
Concorde Investment Services, LLC151604
Jason Salmon6081963WealthForge Securities, LLC · CRD 152550
Betty Friant2122446WealthForge Securities, LLC · CRD 152550
Robert Meyer5262157Berthel Fisher Financial Services · CRD 13609
Roger Frank2744605Berthel Fisher Financial Services · CRD 13609
Ron Birnbaum2382580Advisory Group Equity Services, Ltd. · CRD 15427
Jason Stone5455271Crown Capital Securities, L.P. · CRD 6312
Chay Lapin6275140WealthForge Securities, LLC · CRD 152550
Troy Thomas4691720McDermott Investment Services, LLC · CRD 154926
Geoff Wolterstorff2711805LifeMark Securities Corp. · CRD 16204
Eric Bicknese2829451Nationwide Planning Associates, Inc. · CRD 31029
Michael Silverberg1270574JKR & Company, Inc · CRD 8040
Anthony Brown6900485Stax Capital, Inc. · CRD 300607
Richard Jackman2501641Crown Capital Securities, L.P. · CRD 6312

Source: Form D, filed Dec 5, 2019. 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
Kevin A. Shields Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
1520 E. Grand Avenue
El Segundo, CA, 90245