Form D · Other Real Estate

NB MOUNTAIN VALLEY, DST

Aliso Viejo, CA · CIK 0001714223

Offering snapshot reported Aug 10, 2017 · SEC filing

Reported sold
$6.87M
Offering amount: $15.7M
Investors reported
18
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 27, 2017
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
Aug 10, 2017Initial$6,870,706No comparison18SEC filing

Offering details

Securities
Equity, Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.57M (estimated)
Finders' fees
$0
Form D file number
021-292554
Beneficial interests in Delaware statutory trust reflecting beneficial interest in real estate
Total commissions that will be paid if all securities are sold and all commissions earned

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Brian Nelson5065593Emerson Equity LLC · CRD 130032
Paul Manese4642565Emerson Equity LLC · CRD 130032
George Hjorth2209607Innovation Partners LLC · CRD 146344
Lawrence Miller335166Emerson Equity LLC · CRD 130032
Leslie Pappas1735372Lightpath Capital, Inc · CRD 34617
Susan Gitt5580509Great Point Capital LLC · CRD 114203

Source: Form D, filed Aug 10, 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