Form D · Other Real Estate
Harvest Trails Partners, LLC
Birmingham, AL · CIK 0001901723
Offering snapshot reported Jan 3, 2022 · SEC filing
- Reported sold
- $7.05M Offering amount: $7.05M
- Investors reported
- 87 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Dec 22, 2021 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 3, 2022 | Initial | $7,045,224 | No comparison | 87 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $472K
- Finders' fees
- $0
- Form D file number
- 021-427520
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Brad Buck | 7299100 | Vistia Capital, LLC · CRD 311342 |
| Cal Halliburton | 4070116 | Kalos Capital, Inc. · CRD 44337 |
| Chase Ravsten | 5634077 | Vistia Capital, LLC · CRD 311342 |
| Christopher Pullaro | 4719289 | Kalos Capital, Inc. · CRD 44337 |
| David Mirolli | 5116067 | Kalos Capital, Inc. · CRD 44337 |
| Gary Schwartz | 2691699 | Arkadios Capital · CRD 282710 |
| Matthew Pratt | 4753643 | Arkadios Capital · CRD 282710 |
| Michael Hazen | 6103556 | Vistia Capital, LLC · CRD 311342 |
| Nate Phillips | 7233794 | Vistia Capital, LLC · CRD 311342 |
| William E. Davis | 3188964 | Pinnacle Capital Securities, LLC · CRD 106213 |
Source: Form D, filed Jan 3, 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.
| Name | Reported role |
|---|---|
| Robert Todd Ayers | Executive |
| Christopher Devine | Executive |
| David Grayson | Executive |
| Clayton Mobley | Executive |
| Green Rock, Llc | Director |
| Green Rock Management, Llc | Director |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2015 Third Avenue North
Birmingham, AL, 35203
Birmingham, AL, 35203