Form D · Other Real Estate
HFS White Oak, LP
Dallas, TX · CIK 0001565420
Offering snapshot reported Dec 28, 2012 · SEC filing
- Reported sold
- $1.16M Offering amount: $1.16M
- Investors reported
- 26 Form D · investor count
- Minimum accepted
- $7.5K Reported outside-investor minimum
- First sale
- Nov 16, 2012 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 |
|---|---|---|---|---|---|
| Dec 28, 2012 | Initial | $1,155,000 | No comparison | 26 | 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
- 021-189107
Source: Form D, filed Dec 28, 2012. 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 WHITE OAK, LP
Investment adviser: HOWARD FINANCIAL SERVICES, LTD.
- Gross asset value
- $1.15M
- Beneficial owners
- 26
- ADV minimum commitment
- $100K
Reported in Form ADV on Jul 25, 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 748853 · Jul 25, 2013 · Schedule D 7.B.(1), fund 805-7899998563
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 White Oak Investors, Lp | Promoter |
| * Hfs Wo, Llc | Promoter |
| * Hmi, Inc. | Promoter |
| James N. Howard | Executive |
| John T. Howard | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:Dallas, TX, 75231