Form D · Residential

Pacific Oak-Related Meridian DST

Los Angeles, CA · CIK 0001761851

Offering snapshot reported Apr 15, 2020 · SEC filing

Reported sold
$28.3M
Offering amount: $28.3M
Investors reported
104
Form D · investor count
Minimum accepted
$40.7K
Reported outside-investor minimum
First sale
May 1, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$14.1M$28.3MDec 14, 2018Dec 13, 2019: $25,514,682.00Dec 13, 2019Apr 15, 2020: $28,282,233.00Apr 15, 2020

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$25,514,682 → $28,282,233
  • Reported investors99 → 104

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 15, 2020Amendment$28,282,233$2,767,551vs Dec 13, 2019104SEC filing
Dec 13, 2019Amendment$25,514,682No comparison99SEC filing
Dec 14, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.4M (estimated)
Finders' fees
$0
Form D file number
021-328000

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Matthew Roberson3090052Arete Wealth Management, LLC · CRD 44856
James Kevin Johnston1689783Arete Wealth Management, LLC · CRD 44856
Adam J. Collins4972262American Portfolios Financial Services, Inc. · CRD 18487
Chay Lapin6275140Wealthforge Securities, LLC · CRD 152550
Willy Miranda3273284Wealthforge Securities, LLC · CRD 152550
Rocco Santorsola2580695Ausdal Financial Partners, Inc. · CRD 7995
Walter Nagle2208043Ausdal Financial Partners, Inc. · CRD 7995
Cabot Lodge Securities LLC159712
Edward Eric Fernandez2956661Capulent LLC · CRD 155155
Ronald Stillman Cole1434325Colorado Financial Service Corporation · CRD 104343
Reed Haimson5533993Colorado Financial Service Corporation · CRD 104343
Tim Bourne2101825Colorado Financial Service Corporation · CRD 104343
Christopher Thomas Miller4044818Emerson Equity LLC · CRD 130032
Tim Sherer833618Emerson Equity LLC · CRD 130032
Bill Hoop249683Emerson Equity LLC · CRD 130032
Robert Lee Boggess5007422Great Point Capital LLC · CRD 114203
Peter Chernin6787497Great Point Capital LLC · CRD 114203
Hugh Black165828Lion Street Financial, LLC · CRD 165828
McDermott Investment Services, LLC154926
Alfred Joseph Dinicola Jr.1305518MSC - BD, LLC · CRD 142927
Scott Offerman4619093Nextrend Securities, Inc. · CRD 43710
Sonya Lee Gotz4007918Nextrend Securities, Inc. · CRD 43710
Edward Pius Kasperavich4970038Stonecrest Capital Markets, Inc. · CRD 39616
Betty Friant2122446Wealthforge Securities, LLC · CRD 152550
Jason Andrew Salmon6081963Wealthforge Securities, LLC · CRD 152550
Leslie Vincent Anderton873403Wilson-Davis & Co., Inc. · CRD 3777

Source: Form D, filed Apr 15, 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.

People and organizations reported in Form D filings
NameReported role
Benedict Aitkenhead Executive
Keith Hall Executive
Justin Metz Executive
Richard O'toole Executive
Pacific Oak Related Meridian Dst Depositor, Llc Pacific Oak Related Meridian Dst Depositor, Llc Promoter
Pacific Oak Related Meridian Dst Jv , Llc Pacific Oak Related Meridian Dst Jv , Llc Promoter
Pacific Oak Related Meridian Dst Manager, Llc Pacific Oak Related Meridian Dst Manager, Llc Promoter

Issuer details

Industry: Residential (See others in industry)

Address:
11150 Santa Monica Boulevard, Suite 400
Los Angeles, CA, 90025