Form D · Other Investment Fund
Palm Tree Tax, LLC
Hollywood, FL · CIK 0001549089
Offering snapshot reported May 3, 2012 · SEC filing
- Reported sold
- $6.15M Offering amount: $20M
- Investors reported
- 13 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Apr 18, 2012 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 |
|---|---|---|---|---|---|
| May 3, 2012 | Initial | $6,150,000 | No comparison | 13 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06, 3C, 3C.1, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $15K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-177666
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Rochdale Securities LLC | 6863 |
Source: Form D, filed May 3, 2012. 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 |
|---|---|
| Shai Moschowits | Director |
| Joshua W. Schrager | Director |
| Jeffrey Title | Director |
| Lambros M. Xethalis | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
200 South Park Road Suite 320
Hollywood, FL, 33021
Hollywood, FL, 33021