Form D · Residential
HPI Plantation DST
Old Lyme, CT · CIK 0001676884
Offering snapshot reported Jun 15, 2016 · SEC filing
- Reported sold
- Yet to sell Offering amount: $8.7M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $200K Reported outside-investor minimum
- First sale
- Yet to occur 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 |
|---|---|---|---|---|---|
| Jun 15, 2016 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $761K
- Finders' fees
- $0
- Form D file number
- 021-265030
Maximum Offering Amount $21,100,000 ($8,700,000 equity; $12,400,000 of estimated debt)
Beneficial Interests in a Delaware Statutory Trust
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Orchard Securities, LLC | 133378 |
Source: Form D, filed Jun 15, 2016. 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 |
|---|---|
| Kristen Becher | Executive |
| Bridget Chase | Executive |
| Robert A. Dyck | Executive |
| Bart D. Giustina | Executive |
| J. David Kelsey | Director, Executive, Promoter |
| Hpi Plantation Depositor Llc | Director, Executive, Promoter |
| Hamilton Point Investments Llc | Director, Promoter |
| Hpi Plantation Trust Manager Llc | Director, Executive, Promoter |
| Steven Montville | Executive |
| Cecil E. Morgan Iii | Executive |
| Matthew A. Sharp | Director, Executive, Promoter |
| Melissa Sheldon | Executive |
| Edward C. Tracy | Executive |
Issuer details
Industry: Residential (See others in industry)
Address:
2 Huntley Road
Old Lyme, CT, 06371
Old Lyme, CT, 06371