Form D · Other Real Estate
Magnolia Heights Partners, LLC
Birmingham, AL · CIK 0001832745
Offering snapshot reported Dec 2, 2020 · SEC filing
- Reported sold
- $8.29M Offering amount: $8.35M
- Investors reported
- 78 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Nov 24, 2020 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 2, 2020 | Initial | $8,287,435 | No comparison | 78 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $526K
- Finders' fees
- $0
- Form D file number
- 021-381928
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Patrick Capital Markets, LLC | 16518 | Donald Deans · CRD 2870570 |
| Legacy Wealth Management, LLC | 174767 | Joseph Scott Escujuri · CRD 7074990 |
| Center Street Securities, Inc. | 26898 | Peter Kevin Johnson · CRD 1371966 |
| Alexander Capital, L.P. | 40077 | John Deforrest Williamson · CRD 2357023 |
| Atomi Financial Advisors | 171787 | Darren Whissen · CRD 4716755 |
| G.A. Repple & Company | 17486 | Bryan A. Repple · CRD 3200280 |
| Carter, Terry & Company, Inc. | 16365 | Lee Bradley · CRD 1157140 |
| U.S. Private Wealth, LLC | 167288 | Michael David Wall · CRD 5309868 |
| Great Point Capital LLC | 114203 | Robert L. Boggess · CRD 5007422 |
| WealthMark, LLC | 144948 | Benjamin Arthur Esget · CRD 5185670 |
Source: Form D, filed Dec 2, 2020. 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 |
|---|---|
| Robert Todd Ayers | Executive |
| Chris Devine | Executive |
| David Grayson | Executive |
| Clayton Mobley | Executive |
| Green Rock Management, Llc | Director |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2015 3 Rd Avenue North
Birmingham, AL, 35203
Birmingham, AL, 35203