Form D · Other Real Estate
Griffin Capital (Windsor Hill - North Charleston, SC) DST
El Segundo, CA · CIK 0002027624
Offering snapshot reported Dec 12, 2024 · SEC filing
- Reported sold
- $44.7M Offering amount: $45.1M
- Investors reported
- 114 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jul 5, 2024 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$44,155,470 → $44,669,840
- Reported investors110 → 114
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 12, 2024 | Amendment | $44,669,840 | $514,370vs Nov 22, 2024 | 114 | SEC filing |
| Nov 22, 2024 | Amendment | $44,155,470 | $4,134,192vs Oct 11, 2024 | 110 | SEC filing |
| Oct 11, 2024 | Amendment | $40,021,278 | $2,939,439vs Sep 27, 2024 | 90 | SEC filing |
| Sep 27, 2024 | Amendment | $37,081,839 | $3,811,754vs Sep 13, 2024 | 83 | SEC filing |
| Sep 13, 2024 | Amendment | $33,270,085 | $4,687,533vs Aug 29, 2024 | 72 | SEC filing |
| Aug 29, 2024 | Amendment | $28,582,552 | $8,342,284vs Aug 15, 2024 | 61 | SEC filing |
| Aug 15, 2024 | Amendment | $20,240,268 | $9,679,717vs Aug 2, 2024 | 43 | SEC filing |
| Aug 2, 2024 | Amendment | $10,560,551 | $8,199,817vs Jul 19, 2024 | 19 | SEC filing |
| Jul 19, 2024 | Initial | $2,360,734 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06c, 3C, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $3.27M (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-519247
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 |
|---|---|---|
| DFPG Investments, LLC | 155576 | |
| Independent Financial Group, LLC | 7717 | |
| Jason Finley | 66020344 | Stax Capital · CRD 300607 |
| Stacey Morimoto | 4420782 | Stax Capital · CRD 300607 |
| Ehud Gersten | 7066119 | Arkadios Capital · CRD 282710 |
| Reed Haimson | 5533993 | Great Point Capital LLC · CRD 114203 |
| Michael Scherer | 2802395 | RCX Capital Group, LLC · CRD 114290 |
| Greg McEwin | 1897192 | Great Point Capital LLC · CRD 114203 |
| Robert Horning | 2311640 | McDermott Investment Services, LLC · CRD 154926 |
| Corbin Thomas | 4234748 | McDermott Investment Services, LLC · CRD 154926 |
| Andrew Raney | 5120161 | Metropolitan Capital Investment Banc, Inc. · CRD 148820 |
| Roger Bowlin | 1905652 | Aurora Securities · CRD 46147 |
| Richard Jackman | 2501641 | Arkadios Capital · CRD 282710 |
| Peter Marzo | 4716444 | Metric Financial, LLC · CRD 33324 |
| Eric Bicknese | 2829451 | Nationwide Planning Associates, Inc. · CRD 31029 |
| Concorde Investment Services, LLC | 151604 | |
| DAI Securities, LLC | 36673 | |
| Jamie Millett | 2181997 | Purshe Kaplan Sterling Investments · CRD 35747 |
| Ivan West | 4921015 | American Trust Investment Services, Inc. · CRD 3001 |
| James Peters | 2665577 | Centaurus Financial, Inc. · CRD 30833 |
| Peter Kalmus | 1522531 | IBN Financial Services, Inc. · CRD 42360 |
| John Flavin | 2608305 | IBN Financial Services, Inc. · CRD 42360 |
| David Levinson | 705929 | American Trust Investment Services, Inc. · CRD 3001 |
| Thomas Olsen | 7338381 | FNEX Capital, LLC · CRD 166316 |
| Kevin Schneider | 860086 | Berthel, Fisher & Company Financial Services, Inc. · CRD 13609 |
| Cambridge Investment Research, Inc. | 39543 | |
| Todd Caudle | 2450100 | Berthel, Fisher & Company Financial Services, Inc. · CRD 713609 |
Source: Form D, filed Dec 12, 2024. 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 Company, Llc | Executive |
| N/A Griffin Windsor Hill North Charleston, Sc Contributor, Llc | Executive |
| N/A Griffin Windsor Hill North Charleston, Sc, 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