Form D · REITS and Finance
Montrose Portfolio I LLC
New York, NY · CIK 0001831009
Offering snapshot reported May 11, 2021 · SEC filing
- Reported sold
- $2.5M Offering amount: $2.5M
- Investors reported
- 95 Form D · investor count
- Minimum accepted
- $20K Reported outside-investor minimum
- First sale
- Sep 20, 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 |
|---|---|---|---|---|---|
| May 11, 2021 | Initial | $2,500,000 | No comparison | 95 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $12.5K
- Finders' fees
- $0
- Form D file number
- 021-398992
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Charles Clinton | 6512979 | Growth Capital Services · CRD 124658 |
Source: Form D, filed May 11, 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 |
|---|---|
| Charles Clinton | Executive |
| Marious Sjulsen | Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
1140 Broadway Fl 11
New York, NY, 10001
New York, NY, 10001