Form D · Other Investment Fund

LoanCore Capital Credit REIT LLC

Greenwich, CT · CIK 0001690478

Offering snapshot reported Nov 22, 2016 · SEC filing

Reported sold
$125K
Offering amount: $125K
Investors reported
125
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Nov 16, 2016
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
Nov 22, 2016Initial$125,000No comparison125SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$6.25K
Finders' fees
$0
Form D file number
021-275028

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
H & L Equities, LLC113794
Scott Harrison4981070H & L Equities, LLC · CRD 113794
Phyllis Johnson1020488H & L Equities, LLC · CRD 113794
Patrick Whelchel5389090H & L Equities, LLC · CRD 113794
Lori Mayfield4899271H & L Equities, LLC · CRD 113794
Charles B. Harrison3071551H & L Equities, LLC · CRD 113794

Source: Form D, filed Nov 22, 2016. 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

LOANCORE CAPITAL CREDIT REIT LLC

Investment adviser: LOANCORE CAPITAL CREDIT ADVISOR LLC

Gross asset value
$7.9B
Beneficial owners
137
ADV minimum commitment
$1K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian BANK OF AMERICA, N.A. BREA, California, United States Related to adviser: No
Custodian COMPUTERSHARE TRUST COMPANY, NA MINNEAPOLIS, Minnesota, United States Related to adviser: No
Custodian JEFFERIES LLC NEW YORK, New York, 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

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

JEFFERIES LLC
SEC 8-15074

Filing source

Form ADV 2079043 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6909853189

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
Daniel Bennett Executive
Gary Berkman Executive
Jordan Bock Executive
Mark Finerman Executive
Brett Kaplan Executive
Loan Core Capital Credit Manager Llc Director
Loan Core Capital Credit Advisor Llc Director
Christopher Mc Cormack Executive
Tyler Shea Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
55 Railroad Avenue Suite 100
Greenwich, CT, 06830