Form D · Commercial
HPI Real Estate Fund XII LLC
Old Lyme, CT · CIK 0001968978
Offering snapshot reported Mar 26, 2024 · SEC filing
- Reported sold
- $160M Offering amount: $200M
- Investors reported
- 1,512 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Apr 15, 2023 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 1,512
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 26, 2024 | Amendment | $159,987,921 | No comparison | 1,512 | SEC filing |
| Mar 21, 2023 | 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
- $8.37M
- Finders' fees
- $0
- Form D file number
- 021-476435
The Total Offering Amount was increased to $200,000,000.
If the Total Offering Amount is sold, the maximum total sales commissions paid will be $12,000,000.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Orchard Securities, LLC | 133378 | |
| Alliance Global Partners | 8361 | |
| American Independent Securities Group, LLC | 135288 | |
| American Trust Investment Services, Inc. | 3001 | |
| Arete Wealth Management, LLC | 44856 | |
| Arkadios Capital | 282710 | |
| Berthel, Fisher & Company Financial Services, Inc. | 13609 | |
| Cabin Securities, Inc. | 137608 | |
| Cabot Lodge Securities LLC | 159712 | |
| Center Street Securities, Inc. | 26898 | |
| Chauner Securities, Inc. | 10075 | |
| Coastal Equities, Inc. (Realta Equities, Inc.) | 23769 | |
| Colorado Financial Service Corporation | 104343 | |
| Concorde Investment Services, LLC | 151604 | |
| D.H. Hill Securities, LLLP | 41528 | |
| DAI Securities, LLC | 36673 | |
| DFPG Investments, LLC | 155576 | |
| Emerson Equity LLC | 130032 | |
| Gramercy Securities, Inc. | 8177 | |
| Great Point Capital, LLC | 114203 | |
| Independent Financial Group, LLC | 7717 | |
| Innovation Partners LLC | 146344 | |
| Kingswood Capital Partners, LLC | 288898 | |
| Madison Avenue Securities, LLC | 23224 | |
| McDermott Investment Services, LLC | 154926 | |
| Money Concepts Capital Corp. | 12963 | |
| Purshe Kaplan Sterling Investments, Inc. | 35747 | |
| Realta Equities, Inc. (Coastal Equities, Inc.) | 23769 | |
| Saxony Securities, Inc. | 115547 | |
| Sunbelt Securities, Inc. | 42180 | |
| The Strategic Financial Alliance, Inc. | 126514 |
Source: Form D, filed Mar 26, 2024. 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