Form D · Other Investment Fund

Grubb Southeast Value-Add Apartment Fund, LLC

Charlotte, NC · CIK 0001567061

Offering snapshot reported Dec 5, 2013 · SEC filing

Reported sold
$15.1M
Offering amount: $30M
Investors reported
10
Form D · investor count
Minimum accepted
$400K
Reported outside-investor minimum
First sale
Dec 20, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.55M$15.1MJan 25, 2013: $12,500,000.00Jan 25, 2013Dec 5, 2013: $15,100,000.00Dec 5, 2013

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$12,500,000 → $15,100,000
  • Reported investors2 → 10
  • Minimum accepted$1,000,000 → $400,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 5, 2013Amendment$15,100,000$2,600,000vs Jan 25, 201310SEC filing
Jan 25, 2013Initial$12,500,000No comparison2SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-190771

Source: Form D, filed Dec 5, 2013. 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
W. Clay Grubb Executive
Todd R. Williams Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4500 Cameron Valley Parkway, Suite 350
Charlotte, NC, 28211