Form D · Other Investment Fund

Opportunity Real Estate Equities, LLC

Cromwell, CT · CIK 0001553295

Offering snapshot reported Jun 19, 2013 · SEC filing

Reported sold
$6.61M
Offering amount: $10M
Investors reported
52
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jun 22, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.3M$6.61MJun 29, 2012: $5,200,000.00Jun 29, 2012Jun 19, 2013: $6,605,000.00Jun 19, 2013

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$5,200,000 → $6,605,000
  • Reported investors44 → 52

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 19, 2013Amendment$6,605,000$1,405,000vs Jun 29, 201252SEC filing
Jun 29, 2012Initial$5,200,000No comparison44SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$1M (estimated)
Finders' fees
$0
Form D file number
021-180488

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Hallmark Investments, Inc.135003

Source: Form D, filed Jun 19, 2013. 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
William H. Coons, Ii Director, Executive
William H. Coons, Iii Director, Executive, Promoter
Joseph Fazekas Executive
Brian Wilcox Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
80 Shunpike Road
Cromwell, CT, 06416