Form D · Other Real Estate

HPI Crocker House DST

Old Lyme, CT · CIK 0001627830

Offering snapshot reported Feb 10, 2015 · SEC filing

Reported sold
$2.33M
Offering amount: $2.33M
Investors reported
11
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Dec 4, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.16M$2.33MDec 19, 2014: $307,712.00Dec 19, 2014Feb 10, 2015: $2,325,000.00Feb 10, 2015

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$307,712 → $2,325,000
  • Reported investors2 → 11

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 10, 2015Amendment$2,325,000$2,017,288vs Dec 19, 201411SEC filing
Dec 19, 2014Initial$307,712No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$165K (estimated)
Finders' fees
$0
Form D file number
021-230505
Amount includes selling commissions, allowances for marketing and due diligence expenses.

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Orchard Securities LLC133378Orchard Securities LLC · CRD 133378
Lighthouse Capital Group LLC169135Lighthouse Capital Group LLC · CRD 169135
DFPG Investments Inc.155576DFPG Investments Inc. · CRD 155576
Madison Avenue Securities Inc.23224Madison Avenue Securities Inc. · CRD 23224
McDermott Investment Services LLC154926McDermott Investment Services LLC · CRD 154926

Source: Form D, filed Feb 10, 2015. 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
N/A Hamilton Point Investments Llc Executive
N/A Hamilton Point Investments, Llc Executive
N/A Hpi Crocker House Trust Manager Llc Executive
David J. Kelsey Executive
John David Kelsey Executive
Matthew A. Sharp Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2 Huntley Road
Old Lyme, CT, 06371