Form D · Other Real Estate

HPI Villas DST

Old Lyme, CT · CIK 0001669217

Offering snapshot reported Apr 14, 2016 · SEC filing

Reported sold
$9.19M
Offering amount: $10M
Investors reported
26
Form D · investor count
Minimum accepted
$200K
Reported outside-investor minimum
First sale
Apr 7, 2016
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 14, 2016Initial$9,186,816No comparison26SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$605K (estimated)
Finders' fees
$0
Form D file number
021-261355
Amount includes selling commissions and allowances for marketing.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Orchard Securities LLC133378Orchard Securities LLC · CRD 133378
Michael Steinthal435071Primex · CRD 29394
Concorde Investment Services Inc.151604Concorde Investment Services Inc. · CRD 151604
Christina Nielson4866971Primex · CRD 29394
Joshua Ungerecht5183573Lighthouse Capital Group LLC · CRD 169135
Stephen Holt5900842Lighthouse Capital Group Inc. · CRD 169135
Andres Ichaso6265351Lighthouse Capital Group LLC · CRD 169135
Robert Boggess5007422Sandlapper Securities LLC · CRD 137906
Timothy J. Sherer833618Sandlapper Securities LLC · CRD 137906
Ryan J. Sherer5952617Sandlapper Securities LLC · CRD 137906
Michael A. Bendix5379777DFPG Investments Inc. · CRD 155576
Jason L. McMullin4400760DFPG Investments Inc. · CRD 155576
Steven D. Meahan1234042DFPG Investments Inc. · CRD 155576
Forrest James1263114Emerson Equity LLC · CRD 130032
Michael Cruz2130750Courtlandt Securities Corporation · CRD 137356
Troy Thomas4691720McDermott Investment Services LLC · CRD 154926
Jason Vanclef5096529VFG Securities Inc. · CRD 15121

Source: Form D, filed Apr 14, 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.

People and organizations reported in Form D filings
NameReported role
N/A Hamilton Point Investments Llc Executive
N/A Hpi Villas Trust Manager Llc 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