Form D · Pooled Investment Fund

Real Estate Growth & Income Fund, LLC

Gilbert, AZ · CIK 0001461732

Offering snapshot reported Apr 9, 2009 · SEC filing

Reported sold
$150K
Offering amount: $10M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 9, 2009Initial$150,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-130090

Source: Form D, filed Apr 9, 2009. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

REAL ESTATE GROWTH & INCOME FUND

Investment adviser: WATTS GWILLIAM & COMPANY, LLC

Gross asset value
$3.05M
Beneficial owners
50
ADV minimum commitment
$0

Reported in Form ADV on Aug 31, 2012. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CBIZ MHM, LLC PHOENIX, Arizona, United States Investor statements: No (provided to no investors) Related to adviser: No
Fund administrator THISTLE BOOK KEEPING CHANDER, Arizona, United States Investor statements: No (provided to no investors) Related to adviser: No
Custodian CHASE BANK MESA, Arizona, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 667249 · Aug 31, 2012 · Schedule D 7.B.(1), fund 805-1398000198

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Jerry Coleman Director, Executive
Brad Gwilliam Director, Executive, Promoter
Jeff Watts Director, Executive, Promoter
Dave Watts Director, Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2730 S. Val Vista Drive Suite 124
Gilbert, AZ, 85296