Form D · Other Real Estate
NELSON BROTHERS MEADOW VIEW, LLC
Aliso Viejo, CA · CIK 0001561495
Offering snapshot reported Aug 6, 2020 · SEC filing
- Reported sold
- $4.45M Offering amount: $28.3M
- Investors reported
- 51 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jul 9, 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 |
|---|---|---|---|---|---|
| Aug 6, 2020 | Initial | $4,452,439 | No comparison | 51 | SEC filing |
| Jul 1, 2014 | Amendment | $3,681,164 | $3,112,812vs Nov 6, 2012 | 35 | SEC filing |
| Nov 6, 2012 | Initial | $568,352 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $2.33M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-372711
TOTAL COMMISSIONS THAT WILL BE PAID IF ALL SECURITIES ARE SOLD AND ALL COMMISSIONS PAID.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| BRIAN NELSON | 5065593 | EMERSON EQUITY LLC · CRD 130032 |
| TIMOTHY SHERER | 833618 | EMERSON EQUITY LLC · CRD 130032 |
| BRADLEY DAVIDSON | 5142256 | EMERSON EQUITY LLC · CRD 130032 |
| ROBERT BOGGESS | 5007422 | GREAT POINT CAPITAL LLC · CRD 114203 |
| DAN HOLZER | 5779187 | EMERSON EQUITY LLC · CRD 130032 |
| BRUCE BEETZ | 1527269 | EMERSON EQUITY LLC · CRD 130032 |
| PATRICK LAM | 4723020 | EMERSON EQUITY LLC · CRD 130032 |
Source: Form D, filed Aug 6, 2020. 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 |
|---|---|
| Tanya Muro | Executive, Promoter |
| Patrick Nelson | Director, Executive |
| Brian Nelson | Executive, Promoter |
| Property Management, Inc. Nelson Brothers | Promoter |
| Real Estate, Llc Nelson Brothers Professional | Promoter |
| Blake Wettengel | Executive, Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
130 Vantis Suite 160
Aliso Viejo, CA, 92656
Aliso Viejo, CA, 92656