Form D · Other Investment Fund
Merion Bradenton Reserve, L.P.
Wynnewood, PA · CIK 0001704296
Offering snapshot reported May 5, 2017 · SEC filing
- Reported sold
- $5.97M Offering amount: $5.97M
- Investors reported
- 5 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 20, 2017 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 |
|---|---|---|---|---|---|
| May 5, 2017 | Initial | $5,968,000 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $4.13K
- Finders' fees
- $0
- Form D file number
- 021-286172
Sales Commission is payable 100% out of the Acquisition and Guarantee Fee and will not further reduce offering proceeds.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| MainLine Securities LLC | 173648 |
Source: Form D, filed May 5, 2017. 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 |
|---|---|
| Richard T. Aljian | Executive |
| David A. Clapper | Executive |
| Richard A. Kwait | Executive |
| William A. Landman | Executive |
| N/A Merion Bradenton Reserve Gp, Llc | Director |
| Richard A. Mitchell | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
308 E. Lancaster Avenue Suite 300
Wynnewood, PA, 19096
Wynnewood, PA, 19096