Form D · REITS and Finance

KW G Shoreline REIT, LLC

Beverly Hills, CA · CIK 0001961746

Offering snapshot reported Jan 19, 2023 · SEC filing

Reported sold
$201K
Offering amount: $375K
Investors reported
67
Form D · investor count
Minimum accepted
$3K
Reported outside-investor minimum
First sale
Jan 17, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 19, 2023Initial$201,000No comparison67SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C.5, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$18.8K
Finders' fees
$0
Form D file number
Not reported
5% of total amount sold

Sales compensation recipients

Scroll to see all columns →

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

Source: Form D, filed Jan 19, 2023. 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
Justin Enbody Executive
In Ku Lee Director, Executive
Kent Mouton Executive
Sam Walsh Director
Philip Wintner Executive
Kurt Zech Director, Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
C/O Kennedy Wilson 151 South El Camino Dr.
Beverly Hills, CA, 90212