Form D · Commercial

Lavender Senior Living LLC

San Diego, CA · CIK 0001640392

Offering snapshot reported Apr 23, 2015 · SEC filing

Reported sold
$1.94M
Offering amount: $1.94M
Investors reported
11
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 31, 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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 23, 2015Initial$1,939,684No comparison11SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-238569

Source: Form D, filed Apr 23, 2015. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

LAVENDER SENIOR LIVING LLC

Investment adviser: GUPTA WEALTH MANAGEMENT, LLC

Gross asset value
$2.03M
Beneficial owners
11
ADV minimum commitment
$0

Reported in Form ADV on Mar 30, 2016. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ASHLAND PARTNERS & COMPANY LLP JACKSONVILLE, Oregon, United States
Custodian FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. SMITHFIELD, Rhode Island, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
SEC 8-35097

Filing source

Form ADV 992467 · Mar 30, 2016 · Schedule D 7.B.(1), fund 805-3454562849

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Ajay K Gupta Director, Executive
Brian Krause Director, Executive
Jeffrey Scott Mc Culloch Director, Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
12760 High Bluff Drive Suite 120
San Diego, CA, 92130