Form D · REITS and Finance

KRE Summit Co-Invest Feeder REIT LLC

New York, NY · CIK 0001903368

Offering snapshot reported May 19, 2022 · SEC filing

Reported sold
$125K
Offering amount: $125K
Investors reported
125
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Jan 26, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$62.5K$125KJan 27, 2022: $125,000.00Jan 27, 2022May 19, 2022: $125,000.00May 19, 2022

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
May 19, 2022Amendment$125,000$0vs Jan 27, 2022125SEC filing
Jan 27, 2022Initial$125,000No comparison125SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$6.25K
Finders' fees
$0
Form D file number
021-430973
Offering has closed.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Charles B. Harrison3071551H & L Equities, LLC · CRD 113794
Scott Harrison4981070H & L Equities, LLC · CRD 113794
Patrick J. Whelchel5389090H & L Equities, LLC · CRD 113794
Lori Mayfield4899271H & L Equities, LLC · CRD 113794
Charles Mathes5980160H & L Equities, LLC · CRD 113794

Source: Form D, filed May 19, 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.

People and organizations reported in Form D filings
NameReported role
Jason Carss Director
Terence Gallagher Director
Stephen Jordan Executive, Promoter

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
30 Hudson Yards
New York, NY, 10001