Form D · Investing
Merion Milford, L.P.
Wynnewood, PA · CIK 0001965722
Offering snapshot reported Feb 23, 2023 · SEC filing
- Reported sold
- $33.4M Offering amount: $33.4M
- Investors reported
- 34 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 14, 2023 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 |
|---|---|---|---|---|---|
| Feb 23, 2023 | Initial | $33,400,000 | No comparison | 34 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b, 3C, 3C.1, 3C.5, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $71.6K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-474164
MainLine Securities LLC to receive an amount equal to 50 basis points per investor subscription (up to a maximum of $1.5 million per investor), plus a $15,000 due diligence fee, which together will reduce the Acquisition Fee on a dollar for dollar basis.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| MainLine Securities LLC | 173648 |
Source: Form D, filed Feb 23, 2023. 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 |
|---|---|
| Merion Milford Gp, Llc . | Director |
| Richard T. Aljian | Executive |
| Anthony Di Silvestro | Executive |
| David P. Hammerman | Executive |
| Matthew T. Hopper | Executive |
| Richard A. Kwait | Executive |
| William A. Landman | Executive |
| Joseph Martell | Executive |
| David R. Rodgers | Executive |
| Jeffrey R. Shumaker | Executive |
Issuer details
Industry: Investing (See others in industry)
Address:
C/O Merion Realty Partners 308 E. Lancaster Avenue, Suite 300
Wynnewood, PA, 19096
Wynnewood, PA, 19096