Form D · Other Investment Fund

National CCRC Business Trust I

Washington, DC · CIK 0001777380

Offering snapshot reported Sep 9, 2024 · SEC filing

Reported sold
$100M
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 17, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$50M$100MMay 21, 2019: $10,000,000.00May 21, 2019Sep 9, 2024: $100,000,000.00Sep 9, 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$10,000,000 → $100,000,000
  • Reported investors1 → 0

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 9, 2024Amendment$100,000,000$90,000,000vs May 21, 20190SEC filing
May 21, 2019Initial$10,000,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.10
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-339999
Good faith estimate.

Source: Form D, filed Sep 9, 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
Barbara Bisgaier Executive, Promoter
E. Michelle Bohreer Executive, Promoter
Eileen Erstad Executive, Promoter
Frederick W. Haas Executive, Promoter
Zina Jacque Executive, Promoter
Monty Leonard Executive
Theresa A. Pasley Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
816 Connecticut Avenue, N.W
Washington, DC, 20006