Form D · Other Real Estate

NB Molly Barr, DST

Aliso Viejo, CA · CIK 0001703553

Offering snapshot reported May 3, 2017 · SEC filing

Reported sold
$9.98M
Offering amount: $11.3M
Investors reported
45
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 8, 2016
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 3, 2017Initial$9,976,077No comparison45SEC filing

Offering details

Securities
Equity, Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.13M (estimated)
Finders' fees
$0
Form D file number
021-285932
The sale of beneficial interests in a Delaware statutory trust reflecting an ownership in real property
Total commissions that will be paid if all securities are sold and commissions earned

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Brian Nelson5065593Emerson Equity LLC · CRD 130032
Cory Thomas4234748McDERMOTT INVESTMENT SERVICES, LLC · CRD 154926
Mike Culwell5989101EMERSON EQUITY LLC · CRD 130032
LESLIE PAPPAS1735372LIGHTPATH CAPITAL, INC. · CRD 34617
SUSAN GITT5580509GREAT POINT CAPITAL LLC · CRD 114203
STEPHEN HOLT5290062LIGHTHOUSE CAPITAL GROUP, LLC · CRD 169135
ED FERNANDEZ6260652BOUSTEAD SECURITIES, LLC · CRD 141391
JERRY HAYDEN1174984PORT SECURITIES, INC. · CRD 43936
DAVID DAHILL5206089WEALTHFORGE SECURITIES, LLC · CRD 152550
CECILIA HO4744887EMERSON EQUITIES LLC · CRD 130032
MICHAEL CRUZ2130750COURTLAND SECURITIES · CRD 137356
ROBERT TWEED2339324CABOT LODGE SECURITIES LLC · CRD 159712
JAMES LAMONT2846228WHITEHALL-PARKER SECURITIES · CRD 10608
JIM WHITSON1353438OAK TREE SECURITIES INC · CRD 18126
BRUCE BEETZ1527269OAK TREE SECURITIES INC. · CRD 18126
DAVID GILLIMORE4297439EMERSON EQUITY LLC · CRD 130032
WILLIAM HOOP244465EMERSON EQUITY LLC · CRD 130032
KIM HART6470382PRIMEX · CRD 29394
PATTY FRANKLIN4254934EMERSON EQUITY LLC · CRD 130032

Source: Form D, filed May 3, 2017. 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
Patrick Nelson Executive, Promoter
Brian Nelson Executive, Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
16 B Journey, Suite 200
Aliso Viejo, CA, 92656