Form D · REITS and Finance
Housing Partnership Equity Trust REIT I, LLC
Boston, MA · CIK 0001597386
Offering snapshot reported Jan 17, 2014 · SEC filing
- Reported sold
- $62.5K Offering amount: $62.5K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $500 Reported outside-investor minimum
- First sale
- Jan 9, 2014 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 17, 2014 | Initial | $62,500 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $3.13K
- Finders' fees
- $0
- Form D file number
- 021-210331
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Charles Harrison | 3071551 | H & L Equities, LLC · CRD 113794 |
| Phyllis Beck | 1020488 | H & L Equities, LLC · CRD 113794 |
| Patrick Whelchel | 5389090 | H & L Equities, LLC · CRD 113794 |
| Scott Harrison | 4981070 | H & L Equities, LLC · CRD 113794 |
| Lori Mayfield | 4899271 | H & L Equities, LLC · CRD 113794 |
Source: Form D, filed Jan 17, 2014. 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 |
|---|---|
| David Adame | Director |
| Drew Ades | Executive |
| Thomas A. Bledsoe | Director |
| Neal Drobenare | Director |
| Cindy Holler | Director |
| N/A Housing Partnership Equity Trust, Llc | Executive |
| David Maggio | Executive |
| Cynthia A. Parker | Director |
| Randy Parker | Executive |
| Michael Pitchford | Director |
| Nancy Rase | Director |
| Rebecca Regan | Executive |
| Ommeed Sathe | Director |
| Kriszen Williams | Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
C/O The Housing Partnership Network Inc. One Washington Mall, 12 Th Floor
Boston, MA, 02108
Boston, MA, 02108