Form D · Commercial
HPI Real Estate Fund X LLC
Old Lyme, CT · CIK 0001933027
Offering snapshot reported Oct 12, 2022 · SEC filing
- Reported sold
- $121M Offering amount: $150M
- Investors reported
- 946 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Jun 15, 2022 As reported in this filing
Fundraising history
Reported soldDates 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 investors0 → 946
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 12, 2022 | Amendment | $120,837,752 | No comparison | 946 | SEC filing |
| Aug 22, 2022 | Amendment | $42,836,991 | No comparison | 274 | SEC filing |
| Jun 15, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $6.45M
- Finders' fees
- $0
- Form D file number
- 021-449232
The amount of this offering may be increased up to $200,000,000 in the sole discretion of Hamilton Point Investments LLC, the Manager of the issuer.
Represents sales commissions as of the date of the amended Form D. Total sales commissions is estimated at $9,000,000 if the offering remains $150,000,000 and $12,000,000 if the offering is increased to $200,000,000.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Orchard Securities, LLC | 133378 | |
| Concorde Investment Services, LLC | 151604 | |
| Chelsea Morgan Securities, Inc. | 47770 | |
| DFPG Investments, LLC | 155576 | |
| Sunbelt Securities, Inc. | 42180 | |
| Great Point Capital LLC | 114203 | |
| Gramercy Securities, Inc. | 8177 | |
| Cabin Securities, Inc. | 137608 | |
| DAI Securities, LLC | 36673 | |
| American Trust Investment Services, Inc. | 3001 | |
| Arete Wealth Management, LLC | 44856 | |
| Innovation Partners LLC | 146344 | |
| Lion Street Financial, LLC | 165828 | |
| Emerson Equity LLC | 130032 | |
| Aegis Capital Corp. | 15007 | |
| A.G.P./Alliance Global Partners | 8361 | |
| American Independent Securities Group, LLC | 135288 | |
| American Portfolios Financial Services Inc. | 18487 | |
| Arkadios Capital | 282710 | |
| BD4RIA, Inc. | 290240 | |
| Berthel, Fisher & Company Financial Services, Inc. | 13609 | |
| Cabot Lodge Securities LLC | 159712 | |
| Colorado Financial Service Corporation | 104343 | |
| FNEX Capital, LLC | 166316 | |
| Independent Financial Group, LLC | 7717 | |
| Kalos Capital, Inc. | 44337 | |
| Madison Avenue Securities, LLC | 23224 | |
| Money Concepts Capital Corp | 12963 | |
| SFA Financial, LLC | 149647 | |
| Sharenett Securities LLC | 151011 | |
| Westpark Capital, Inc. | 39914 | |
| Whitehall-Parker Securities, Inc. | 10608 |
Source: Form D, filed Oct 12, 2022. 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 |
|---|---|
| None Hamilton Point Investments Llc | Director, Promoter |
| J. David Kelsey | Director, Executive, Promoter |
| Matthew A. Sharp | Director, Executive, Promoter |
Issuer details
Industry: Commercial (See others in industry)
Address:
2 Huntley Road
Old Lyme, CT, 06371
Old Lyme, CT, 06371