Form D · Residential

Home Path Financial Limited Partnership

Appleton, WI · CIK 0001465944

Offering snapshot reported Aug 3, 2010 · SEC filing

Reported sold
$9.65M
Offering amount: $15M
Investors reported
171
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Jun 1, 2008
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.82M$9.65MAug 3, 2010: $3,215,875.00Aug 3, 2010Aug 3, 2010: $9,646,593.00Aug 3, 2010

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$3,215,875 → $9,646,593
  • Reported investors0 → 171

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 3, 2010Initial$3,215,875No comparison0SEC filing
Aug 3, 2010Amendment$9,646,593$6,430,718vs Aug 3, 2010171SEC filing
Jul 30, 2010Amendment$1,247,508$1,207,508vs Jun 12, 200929SEC filing
Jun 12, 2009Initial$40,000No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$900K (estimated)
Finders' fees
$0
Form D file number
021-145818

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Workman Securities Corporation31898
Alternative Wealth Strategies130933
United Equity Securities, LLC47261
GBS Financial Corporation16906
Extent Financial7854
Cascade Financial Management, Inc.119030

Source: Form D, filed Aug 3, 2010. 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
Ims Investments, Llc Executive
N/A Ims Investments, Lp Executive
Jeffrey M. Kleiner Executive
N/A Workman Securities Corp Promoter

Issuer details

Industry: Residential (See others in industry)

Address:
5471 Waterford Lane Suite C
Appleton, WI, 54913