Form D · Other Real Estate

Jackson Point Partners, LLC

Birmingham, AL · CIK 0001889231

Offering snapshot reported Nov 10, 2021 · SEC filing

Reported sold
$5.99M
Offering amount: $6M
Investors reported
64
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Oct 29, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.99M$5.99MNov 5, 2021: $5,989,586.00Nov 5, 2021Nov 10, 2021: $5,989,586.00Nov 10, 2021

Dates 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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 10, 2021Amendment$5,989,586$0vs Nov 5, 202164SEC filing
Nov 5, 2021Initial$5,989,586No comparison64SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$395K
Finders' fees
$0
Form D file number
021-420038

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Scott Morris5651460Alexander Capital, L. P. · CRD 40077
James H Simmons2348224Alexander Capital, L.P. · CRD 40077
Ryan Sherer5952617Emerson Equity, LLC · CRD 130032
Sudhir Pai5928622Emerson Equity, LLC · CRD 130032
Timothy J Sherer833618Emerson Equity, LLC · CRD 130032
Mikayla Raleigh7181755Great Point Capital, LLC · CRD 114203
Rick Martinez6524415Great Point Capital, LLC · CRD 114203
Robert L Boggess5007422Great Point Capital, LLC · CRD 114203
Steve Perrmann5873282Kalos Capital, Inc. · CRD 44337
John Moriarty2720704Kalos Capital · CRD 44337
Joseph Quartucci4522516Kalos Capital · CRD 44337
Jennifer Taylor5886419Kalos Capital · CRD 44337
Terence Taylor5269151Kalos Capital · CRD 44337
Joshua Hurad6516166Kalos Capital, Inc. · CRD 44337
Justin Martin5423666Legacy Wealth Management · CRD 174767
Pete Covino3107080Legacy Wealth Management · CRD 174767
Nicholas Cianci6104562Muse Capital · CRD 304463

Source: Form D, filed Nov 10, 2021. 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
Robert Todd Ayers Executive
Chris Devine Executive
Clayton Mobley Executive
Brian Robbins Executive
Green Rock, Llc Director
Green Rock Management, Llc Director

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
Jackson Point Partners, Llc 2015 3 Rd Avenue North
Birmingham, AL, 35203