Form D · Other Real Estate

LEGACY VALUE SERIES I, LLC

Melbourne, FL · CIK 0001450251

Offering snapshot reported Jul 6, 2009 · SEC filing

Reported sold
$100K
Offering amount: $8.6M
Investors reported
1
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Jun 23, 2009
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
Jul 6, 2009Initial$100,000No comparison1SEC filing
Nov 10, 2008PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$774K (estimated)
Finders' fees
$0
Form D file number
021-124357
A maximum of 9% of the offering amount will be paid in sales commissions.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Harrison Douglas, Inc.16515Harrison Douglas, Inc. · CRD 16515
Okoboji Financial Services33727Okoboji Financial Services · CRD 33727
Workman Securities Corporation31898Workman Securities Corporation · CRD 31898

Source: Form D, filed Jul 6, 2009. 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
Peter Flotz Director, Executive, Promoter
Charles Scott Krocker Director, Executive, Promoter
Lawrence Carl Lauffer Promoter
Christian Robert Luz Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
812 East Strawbridge Avenue
Melbourne, FL, 32901