Form D · REITS and Finance

Herzer Financial Mortgage REIT LLC

Sacramento, CA · CIK 0002002193

Offering snapshot reported Nov 29, 2023 · SEC filing

Reported sold
$0
Offering amount: $125K
Investors reported
125
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Oct 30, 2023
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 29, 2023Initial$0No comparison125SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$6.25K
Finders' fees
$0
Form D file number
021-498372

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Charles B. Harrison307155H & L Equities, LLC · CRD 113794
Scott Harrison4981070H & L Equities, LLC · CRD 113794
Patrick J. Whelchel5389090H & L Equities, LLC · CRD 113794
Lori Mayfield4899271H & L Equities, LLC · CRD 113794

Source: Form D, filed Nov 29, 2023. 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
Paul Cotter Director, Executive, Promoter
Nancy Gann Director, Executive, Promoter
David K. Herzer Director, Executive, Promoter
Tony Ingoglia Director, Executive, Promoter
Adham Sbeih Director, Executive, Promoter

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
2208 29 Th Street Suite 100
Sacramento, CA, 95817