Form D · Other Real Estate
OAKBROOK, DST
Aliso Viejo, CA · CIK 0001888540
Offering snapshot reported Oct 18, 2021 · SEC filing
- Reported sold
- $1.02M Offering amount: $18.9M
- Investors reported
- 6 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Sep 30, 2021 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 |
|---|---|---|---|---|---|
| Oct 18, 2021 | Initial | $1,022,788 | No comparison | 6 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.7M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-417381
BENEFICIAL INTERESTS IN A DELAWARE STATUTORY TRUST REFLECTING BENEFICIAL INTERESTS IN REAL ESTATE.
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 |
|---|---|---|
| EDWARD FERNANDEZ | 2956661 | CAPULENT LLC · CRD 155155 |
Source: Form D, filed Oct 18, 2021. 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 | Promoter |
| Brian Nelson | Executive, Promoter |
| Blake Wettengel | Executive, Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
20 Enterprise, Suite 400
Aliso Viejo, CA, 92656
Aliso Viejo, CA, 92656