Form D · Other Real Estate

Partners Trust Real Estate Brokerage & Acquisitions

Beverly Hills, CA · CIK 0001471008

Offering snapshot reported Jan 28, 2013 · SEC filing

Reported sold
$715K
Offering amount: $1.75M
Investors reported
10
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Aug 13, 2009
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$358K$715KAug 28, 2009: $150,000.00Aug 28, 2009Aug 28, 2009: $150,000.00Sep 1, 2009: $150,000.00Aug 30, 2010: $300,000.00Aug 30, 2010Jan 28, 2013: $715,000.00Jan 28, 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$300,000 → $715,000
  • Reported investors1 → 10

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 28, 2013Amendment$715,000$415,000vs Aug 30, 201010SEC filing
Aug 30, 2010Amendment$300,000$150,000vs Aug 28, 20091SEC filing
Sep 1, 2009Amendment$150,000$0vs Aug 28, 20091SEC filing
Aug 28, 2009Initial$150,000No comparison1SEC filing
Aug 28, 2009Amendment$150,000$0vs Aug 28, 20091SEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-134032

Source: Form D, filed Jan 28, 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
Chatty Arrieta Director, Promoter
David Findley Promoter
Nick Segal Director, Executive, Promoter
F. Ron Smith Director, Executive, Promoter
Richard Stearns Director, Executive, Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
9378 Wilshire Blvd. Suite 200
Beverly Hills, CA, 90212