Form D · Other Real Estate
HPI Mill Creek Run DST
Old Lyme, CT · CIK 0001612974
Offering snapshot reported Dec 10, 2014 · SEC filing
- Reported sold
- $7.4M Offering amount: $7.4M
- Investors reported
- 23 Form D · investor count
- Minimum accepted
- $200K Reported outside-investor minimum
- First sale
- Aug 20, 2014 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 23
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 10, 2014 | Amendment | $7,400,000 | No comparison | 23 | SEC filing |
| Jul 17, 2014 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $536K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-221279
Amount includes selling commissions, allowances for marketing and due diligence expenses.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Orchard Securities LLC | 133378 | Orchard Securities LLC · CRD 133378 |
| Jason Vanclef | 5096529 | VRG Securities, Inc. · CRD 15121 |
| Warren J. Thomas | 2299254 | Lighthouse Capital Group, LLC · CRD 169135 |
| Stephen K. Davis | 1015132 | American Portfolios Financial Services Inc. · CRD 18487 |
| Robert L. Boggess | 5007422 | Sandlapper Securities LLC · CRD 137906 |
| DFPG Investments Inc. | 155576 | DFPG Investments Inc. · CRD 155576 |
| Dwight Kay | 5376903 | Concorde Investment Services LLC · CRD 151604 |
| Joseph G. Michaletz | 1327534 | Triad Advisors Inc. · CRD 25803 |
| Eric Marlin | 3256243 | Orchard Securities LLC · CRD 133378 |
| Michael Janis | 5308832 | Madison Avenue Securities Inc. · CRD 23224 |
| Taylor Garrett | 4829547 | Orchard Securities LLC · CRD 133378 |
| Orlando Fernandez | 1980142 | Sandlapper Securities LLC · CRD 137906 |
Source: Form D, filed Dec 10, 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 |
|---|---|
| N/A Hamilton Point Investments Llc | Executive |
| N/A Hamilton Point Investments, Llc | Executive |
| N/A Hpi Mill Creek Run Trust Manager Llc | Executive |
| David Kelsey J. | 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
Old Lyme, CT, 06371