Form D · Residential

MG Bear Valley Investments TRM L.P.

San Diego, CA · CIK 0001576067

Offering snapshot reported Mar 1, 2024 · SEC filing

Reported sold
$28.5M
Offering amount: $28.5M
Investors reported
351
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Dec 15, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$14.2M$28.5MJun 7, 2013: $7,185,000.00Jun 7, 2013Mar 1, 2024: $28,459,127.00Mar 1, 2024

Dates 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$7,185,000 → $28,459,127
  • Reported investors65 → 351

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 1, 2024Amendment$28,459,127$21,274,127vs Jun 7, 2013351SEC filing
Jun 7, 2013Initial$7,185,000No comparison65SEC 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
021-197677

Source: Form D, filed Mar 1, 2024. 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.

People and organizations reported in Form D filings
NameReported role
Mark Gleiberman Executive, Promoter

Issuer details

Industry: Residential (See others in industry)

Address:
10505 Sorrento Valley Road, Suite 300
San Diego, CA, 92121