Form D · Other Real Estate
NB Duck Abbey, DST
Aliso Viejo, CA · CIK 0001612362
Offering snapshot reported Jul 1, 2014 · SEC filing
- Reported sold
- $775K Offering amount: $2.31M
- Investors reported
- 10 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- May 14, 2014 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 |
|---|---|---|---|---|---|
| Jul 1, 2014 | Initial | $774,750 | No comparison | 10 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $231K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-220154
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
This response is based on the assumption that the full amount of the potential sales commissions will be earned and paid.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Michael G. Culwell | 5989109 | Emerson Equity LLC · CRD 130032 |
| Brian J. Nelson | 5065593 | Emerson Equity LLC · CRD 130032 |
Source: Form D, filed Jul 1, 2014. 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 |
|---|---|
| Patrick Nelson | Director, Promoter |
| Brian Nelson | Director, Promoter |
| Property Management, Inc. Nelson Brothers | Promoter |
| Real Estate, Llc Nelson Brothers Professional | Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
16 B Journey
Aliso Viejo, CA, 92656
Aliso Viejo, CA, 92656