Form D · REITS and Finance
INVESCO U.S. INCOME REIT, LLC
Dallas, TX · CIK 0001598698
Offering snapshot reported Feb 3, 2014 · SEC filing
- Reported sold
- $123K Offering amount: $125K
- Investors reported
- 123 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Jan 28, 2014 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 |
|---|---|---|---|---|---|
| Feb 3, 2014 | Initial | $123,000 | No comparison | 123 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $26.2K
- Form D file number
- 021-211135
12.5% Class B Redeemable Cumulative Preferred Units, par value $1,000 per unit.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Iriquois Capital Advisors, LLC | 145235 |
Source: Form D, filed Feb 3, 2014. 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 |
|---|---|
| David Farmer | Executive |
| Tracy Green | Executive |
| [Entity] Invesco U.S. Income Fund, L.P. | Executive |
| Kevin Johnson | Executive |
| Michael Kirby | Executive |
| Cain Kirk | Executive |
| Sally Kittles | Executive |
| Daniel Kubiak | Executive |
| Paul Michaels | Executive |
| Lee Phegley | Executive |
| Ronald Ragsdale | Executive |
| Duncan Walker | Executive |
| Terrell Weatherl | Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
Three Galleria Tower, 13155 Noel Road Suite 500
Dallas, TX, 75240
Dallas, TX, 75240