Form D · Other Real Estate
HFS Live Oak, LP
Dallas, TX · CIK 0001521821
Offering snapshot reported Jun 6, 2011 · SEC filing
- Reported sold
- $800K Offering amount: $800K
- Investors reported
- 14 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Mar 7, 2011 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 |
|---|---|---|---|---|---|
| Jun 6, 2011 | Initial | $800,000 | No comparison | 14 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-160794
Source: Form D, filed Jun 6, 2011. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
HFS LIVE OAK LP
Investment adviser: HOWARD FINANCIAL SERVICES, LTD.
- Gross asset value
- $1.13M
- Beneficial owners
- 14
- ADV minimum commitment
- $100K
Reported in Form ADV on Dec 5, 2013. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 767007 · Dec 5, 2013 · Schedule D 7.B.(1), fund 805-5571190970
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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 |
|---|---|
| * Hfs Lo Investors Lp | Promoter |
| * Hfs Lo Llc | Promoter |
| James N Howard | Executive |
| John T Howard | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:Dallas, TX, 75231