Form D · Other Real Estate
Portola Walnut JV, LLC
Newport Beach, CA · CIK 0002130568
Offering snapshot reported Apr 21, 2026 · SEC filing
- Reported sold
- $6.5M Offering amount: $6.6M
- Investors reported
- 37 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Apr 14, 2026 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 |
|---|---|---|---|---|---|
| Apr 21, 2026 | Initial | $6,500,000 | No comparison | 37 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-581306
Source: Form D, filed Apr 21, 2026. 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 |
|---|---|
| William Bradley Geier | Director, Executive, Promoter |
| N/A Jcs Prep Co. | Director |
| N/A Portola Real Estate Partners, Llc | Director |
| James Christopher Staunton | Director, Executive, Promoter |
| N/A Wg Prep Co. | Director |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
640 Lido Park Drive
Newport Beach, CA, 92663
Newport Beach, CA, 92663