Form D · Other Health Care
Lubbock Retirement, LLC
Aberdeen, SD · CIK 0001856768
Offering snapshot reported Sep 16, 2021 · SEC filing
- Reported sold
- $7.65M Offering amount: $7.65M
- Investors reported
- 108 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Apr 6, 2021 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$2,000,000 → $7,650,000
- Reported investors32 → 108
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 16, 2021 | Amendment | $7,650,000 | $5,650,000vs Apr 15, 2021 | 108 | SEC filing |
| Apr 15, 2021 | Initial | $2,000,000 | No comparison | 32 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-396011
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| None | None |
Source: Form D, filed Sep 16, 2021. 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 |
|---|---|
| Dalton D Cox | Promoter |
| Mark W Mc Neary | Executive |
| Brian J Morgan | Executive |
| William J Schaefbauer | Executive |
| James L Thares | Executive |
Issuer details
Industry: Other Health Care (See others in industry)
Address:
815 N 2 Nd St
Aberdeen, SD, 57401
Aberdeen, SD, 57401