Form D · REITS and Finance
Lighthouse Heritage Square REIT, LLC
Dallas, TX · CIK 0001660309
Offering snapshot reported Dec 18, 2015 · SEC filing
- Reported sold
- $1.46M Offering amount: $2M
- Investors reported
- 91 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Dec 14, 2015 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 18, 2015 | Initial | $1,456,000 | No comparison | 91 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $100K (estimated)
- Finders' fees
- $0
- Form D file number
- Not reported
Amount shown is the total for all issuers.
Amount shown is to be paid by all issuers.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| H & L Equities, LLC | 113794 | |
| Charles B. Harrison | 3071551 | H & L Equities, LLC · CRD 113794 |
| Scott Harrison | 4981070 | H & L Equities, LLC · CRD 113794 |
| Phyllis Johnson | 1020488 | H & L Equities, LLC · CRD 113794 |
| Patrick J. Whelchel | 5389090 | H & L Equities, LLC · CRD 113794 |
| Lori Mayfield | 4899271 | H & L Equities, LLC · CRD 113794 |
Source: Form D, filed Dec 18, 2015. 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.
| Name | Reported role |
|---|---|
| Dan Earle | Executive |
| Susan Kiker | Executive |
| Marc L. Lipshy | Director, Executive |
| Robert J. Luken | Executive |
| Mark Schuck | Executive |
| Steven R. Shearer | Executive |
| Summer Trejo | Director, Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
2711 North Haskell Avenue Suite 1700
Dallas, TX, 75204
Dallas, TX, 75204