Form D · Other Investment Fund
HS Union Station OZ Fund - B, LLC
Atlanta, GA · CIK 0001797399
Offering snapshot reported Nov 2, 2022 · SEC filing
- Reported sold
- $140K Offering amount: $28.8M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Mar 19, 2020 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 sold$100,000 → $140,000
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 2, 2022 | Amendment | $140,000 | $40,000vs Mar 27, 2020 | 1 | SEC filing |
| Mar 27, 2020 | Amendment | $100,000 | No comparison | 1 | SEC filing |
| Jan 6, 2020 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $2K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-357301
Includes both managing broker fees and due diligence fees.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Cabot Lodge Securities LLC | 159712 | Cabot Lodge Securities LLC · CRD 159712 |
Source: Form D, filed Nov 2, 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 |
|---|---|
| K. Jason Cordon | Director |
| Michael R. Crimmins | Director |
| Devlin H. Dwyer | Director |
| Oz Friedmann | Director |
| N/A Hatteras Sky Equity, Llc | Director |
| N/A Hatteras Sky, Llc | Director |
| N/A Hs Union Station Fund Manager, Llc | Director |
| Amy Michaelson Kelly | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Atlanta, GA, 30309