Form D · Residential

Haley Communities Limited Partnership Fund No. 5

Omaha, NE · CIK 0001800134

Offering snapshot reported Aug 5, 2022 · SEC filing

Reported sold
$84.9M
Offering amount: $100M
Investors reported
0
Form D · investor count
Minimum accepted
$1
Reported outside-investor minimum
First sale
Jan 13, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$42.5M$84.9MMay 3, 2021: $35,408,000.00May 3, 2021Mar 31, 2022: $68,300,000.00Mar 31, 2022Aug 5, 2022: $84,925,000.00Aug 5, 2022

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$68,300,000 → $84,925,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 5, 2022Amendment$84,925,000$16,625,000vs Mar 31, 20220SEC filing
Mar 31, 2022Amendment$68,300,000$32,892,000vs May 3, 20210SEC filing
May 3, 2021Amendment$35,408,000No comparisonNot reportedSEC filing
Jan 21, 2020Initial$1,280,000No comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$9M
Finders' fees
$0
Form D file number
021-358538
Note: This assumes the entire $100,000,000 is sold.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Shirley Brown4391859Haley Securities, Inc. · CRD 104124
Richard Rackers4437117Haley Securities, Inc. · CRD 104124
Charles Blount5620313Haley Securities, Inc. · CRD 104124
Kathleen Spoonhour6057426Haley Securities, Inc. · CRD 104124
Terri Greenwood5130668Haley Securities, Inc. · CRD 104124
Brian Overly5264831Haley Securities, Inc. · CRD 104124
Christine Cohoon5279757Haley Securities, Inc. · CRD 104124
Therese Graham6683270Haley Securities, Inc. · CRD 104124
Mathew Hensley6837845Haley Securities, Inc. · CRD 104124
Stephen Blount4468914Haley Securities, Inc. · CRD 104124

Source: Form D, filed Aug 5, 2022. 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
Shirley Overly Brown Promoter
Daniel Patrick Clatanoff Promoter
Douglas Steven Hastings Promoter
Carl Joseph Troia, Jr. Promoter

Issuer details

Industry: Residential (See others in industry)

Address:
8712 W Dodge Rd., Suite 400
Omaha, NE, 68114