Form D · Other Real Estate
LSC-Valley Forge 55 Plus, DST
Radnor, PA · CIK 0001902724
Offering snapshot reported Apr 20, 2022 · SEC filing
- Reported sold
- $60M Offering amount: $60M
- Investors reported
- 129 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Feb 4, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 129
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 20, 2022 | Amendment | $60,000,000 | No comparison | 129 | SEC filing |
| Jan 6, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $5.58M (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-428122
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Orchard Securities, LLC | 133378 | |
| TCFG Wealth Management, LLC | 164153 | |
| Capulent LLC | 155155 | |
| McDermott Investment Services, LLC | 154926 | |
| American Trust Investment Services, Inc. | 3001 | |
| DAI Securities, LLC | 36673 | |
| Emerson Equity LLC | 130032 | |
| FNEX Capital, LLC | 166316 | |
| Patrick Capital Markets, LLC | 16518 | |
| Wealthforge Securities, LLC | 152550 | |
| Lightpath Capital, Inc. | 34617 | |
| Thornhill Securities, Inc. | 22333 | |
| Clear FP Securities, LLC | 312370 | |
| Money Concepts Capital Corp. | 12963 | |
| Bristol Investment Group, Inc. | 39684 | |
| IBN Financial Services, Inc. | 42360 |
Source: Form D, filed Apr 20, 2022. 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 |
|---|---|
| Joseph L. Fox | Executive |
| N/A Livingston Street Capital Llc | Executive |
| N/A Livingston Street Multi11 Services, Llc | Executive |
| N/A Lsc Depositor Valley Forge Multi11, Llc | Executive |
| Peter V. Scola | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
170 N. Radnor Chester Road Suite 250
Radnor, PA, 19087
Radnor, PA, 19087