Form D · Other Real Estate

Nelson Brothers Student Housing & Assisted Living Holdings, LLC

Aliso Viejo, CA · CIK 0001584406

Offering snapshot reported Jul 1, 2014 · SEC filing

Reported sold
$3.33M
Offering amount: $50M
Investors reported
36
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Aug 2, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.66M$3.33MAug 15, 2013: $568,000.00Aug 15, 2013Jul 1, 2014: $3,328,920.00Jul 1, 2014

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$568,000 → $3,328,920
  • Reported investors12 → 36

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 1, 2014Amendment$3,328,920$2,760,920vs Aug 15, 201336SEC filing
Aug 15, 2013Initial$568,000No comparison12SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$219K (estimated)
Finders' fees
$0
Form D file number
021-201375
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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RecipientCRDAssociated broker-dealer
ARI Financial Services, Inc.137608
Brian J. Nelson5065593ARI Financial Services, Inc. · CRD 137608
Joey D. Miller6175826ARI Financial Services, Inc. · CRD 137608
Michael G. Culwell5989109Dimirak Securities Corporation · CRD 150181
Dan Holzer5779187Emerson Equity LLC · CRD 130032
Frederick C. Whitford2560740Emerson Equity LLC · CRD 130032
Forest James1263114Emerson 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.

People and organizations reported in Form D filings
NameReported role
Patrick Nelson Director
Property Management, Inc. Nelson Brothers Promoter
Real Estate, Llc Nelson Brothers Professional Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
C/O Nelson Bros. Profes. Real Estate Llc 16 B Journey
Aliso Viejo, CA, 92656