Form D · Other Real Estate
Griffin Capital (Heritage - Gonzales, LA) DST
El Segundo, CA · CIK 0002074085
Offering snapshot reported Mar 12, 2026 · SEC filing
- Reported sold
- $36.8M Offering amount: $37.1M
- Investors reported
- 101 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jun 24, 2025 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$36,582,058 → $36,802,558
- Reported investors100 → 101
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 12, 2026 | Amendment | $36,802,558 | $220,500vs Feb 6, 2026 | 101 | SEC filing |
| Feb 6, 2026 | Amendment | $36,582,058 | No comparison | 100 | SEC filing |
| Dec 29, 2025 | Amendment | $32,839,578 | $6,711,070vs Dec 5, 2025 | 93 | SEC filing |
| Dec 5, 2025 | Amendment | $26,128,508 | $2,328,428vs Nov 14, 2025 | 76 | SEC filing |
| Nov 14, 2025 | Amendment | $23,800,080 | $8,775,071vs Oct 14, 2025 | 68 | SEC filing |
| Oct 14, 2025 | Amendment | $15,025,009 | $748,880vs Sep 26, 2025 | 47 | SEC filing |
| Sep 26, 2025 | Amendment | $14,276,129 | $1,761,374vs Sep 11, 2025 | 44 | SEC filing |
| Sep 11, 2025 | Amendment | $12,514,755 | No comparison | 36 | SEC filing |
| Aug 28, 2025 | Amendment | $10,569,088 | No comparison | 28 | SEC filing |
| Aug 15, 2025 | Amendment | $6,417,633 | No comparison | 19 | SEC filing |
| Aug 1, 2025 | Amendment | $5,877,633 | $3,211,945vs Jul 17, 2025 | 15 | SEC filing |
| Jul 17, 2025 | Amendment | $2,665,688 | $1,358,460vs Jul 9, 2025 | 6 | SEC filing |
| Jul 9, 2025 | Initial | $1,307,228 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $2.69M (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-551117
Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion.
Sales Commissions include estimates of the maximum amount of Selling Commissions and Dealer Fees that may be paid.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Stacey Morimoto | 4420782 | Stax Capital · CRD 300607 |
| Greg McEwin | 1897192 | Great Point Capital LLC · CRD 114203 |
| Ivan West | 4921015 | American Trust Investment Services, Inc. · CRD 3001 |
| Jeffrey Proeh | 6488833 | 1031 Securities Inc. · CRD 326590 |
| DFPG Investments, LLC | 155576 | |
| Mckenna Duncan | 7310472 | Realized Financial, Inc. · CRD 22333 |
| Peter Marzo | 4716444 | Metric Financial, LLC · CRD 33324 |
| Roger Bowlin | 1905652 | Aurora Securities · CRD 46147 |
| Peter Roberts | 6982848 | WealthForge Securities, LLC · CRD 152550 |
| Joseph Michaletz | 1327534 | DAI Securities, LLC · CRD 36673 |
| Michael O'Toole | 6336251 | DAI Securities, LLC · CRD 36673 |
| Independent Financial Group, LLC | 7717 | |
| RCX Capital Group, LLC | 114290 | |
| Brian Perkins | 5630932 | Emerson Equity LLC · CRD 130032 |
| David Hovis | 4202284 | Cambridge Investment Research, Inc. · CRD 39543 |
| Maximilian Meadows | 7572899 | Cambridge Investment Research, Inc. · CRD 39543 |
| Craig Lewis | 1852386 | DAI Securities, LLC · CRD 36673 |
| Concorde Investment Services, LLC | 151604 | |
| Cetera Wealth Services, LLC | 13572 | |
| Thomas Manning | 4106988 | Cambridge Investment Research, Inc. · CRD 39543 |
| Brianna Gieselman | 7570195 | Realized Financial, Inc. · CRD 22333 |
| David Pederson | 5405451 | Cambridge Investment Research, Inc. · CRD 39543 |
| Great Point Capital LLC | 114203 |
Source: Form D, filed Mar 12, 2026. 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 |
|---|---|
| N/A Griffin Capital Institutional Property Exchange, Llc | Executive |
| N/A Griffin Heritage Gonzales, La Contributor, Llc | Executive |
| N/A Griffin Heritage Gonzales, La, Llc | Executive |
| Nick Rosenthal | Executive |
| Kevin A. Shields | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
Griffin Capital Plaza 266 Kansas Street
El Segundo, CA, 90245
El Segundo, CA, 90245