Form D · Other Real Estate

Grubb Southeast Real Estate Fund V, LLC

Charlotte, NC · CIK 0001651170

Offering snapshot reported Oct 28, 2015 · SEC filing

Reported sold
$30M
Offering amount: $30M
Investors reported
97
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
May 1, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15M$30MAug 24, 2015: $16,600,000.00Aug 24, 2015Oct 28, 2015: $30,000,000.00Oct 28, 2015

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$16,600,000 → $30,000,000
  • Reported investors50 → 97

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 28, 2015Amendment$30,000,000$13,400,000vs Aug 24, 201597SEC filing
Aug 24, 2015Initial$16,600,000No comparison50SEC filing

Offering details

Securities
Other
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$161K (estimated)
Finders' fees
$0
Form D file number
021-246324
membership interest in an LLC
Tobin is assisting in the review of subscription documents and will be paid a % of the total amount sold as compensation for providing such assistance. Tobin is not soliciting investors for the Issuer.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Tobin & Company Investment Banking Group LLC137918

Source: Form D, filed Oct 28, 2015. 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
M. Scott Brown Executive, Promoter
W. Clay Grubb Executive, Promoter
Jonathan Nance Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
4601 Park Road Suite 450
Charlotte, NC, 28209