Form D · Residential

Petersen Eloy 501, LLC

Gilbert, AZ · CIK 0002034057

Offering snapshot reported Mar 3, 2025 · SEC filing

Reported sold
$5.13M
Offering amount: $6M
Investors reported
20
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Oct 2, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.57M$5.13MOct 16, 2024: $1,570,000.00Oct 16, 2024Feb 27, 2025: $5,130,000.00Mar 3, 2025: $5,130,000.00Mar 3, 2025

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$1,570,000 → $5,130,000
  • Reported investors12 → 20

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 3, 2025Amendment$5,130,000$3,560,000vs Oct 16, 202420SEC filing
Feb 27, 2025Amendment$5,130,000$3,560,000vs Oct 16, 202420SEC filing
Oct 16, 2024Initial$1,570,000No comparison12SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$175K (estimated)
Form D file number
021-526874
There is a minimum offering of $1,900,000 and a maximum offering of $6,000,000. Phase 1 is split into Phase 1a ($1,900,000) and Phase 1b ($1,100,000). Phase 2 is $3,000,000. Any estimates in this report will be based on the expected range.
origination fee will be paid to promoters. $100,000 total following Phase 1a/b and $75,000 upon phase 2. Any outside real estate commissions paid by the seller of assets acquired to the promoters real estate company is not included.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Petersen Properties & Management IncNone
Brian MatlockNone
Kevin D. PetersenNone
Kevin A. PetersenNone
Tanner D. PetersenNone
Carter WlsonNone
David WilsonNone

Source: Form D, filed Mar 3, 2025. 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
Brian Matlock Promoter
Kevin Adam Petersen Promoter
Tanner Don Petersen Promoter
Carter Wilson Promoter
David Wilson Promoter

Issuer details

Industry: Residential (See others in industry)

Address:
3369 E Queen Creek Rd, Ste 101
Gilbert, AZ, 85297