Form D · Commercial

Realty Mogul 14, LLC

Dover, DE · CIK 0001599675

Offering snapshot reported Jun 17, 2014 · SEC filing

Reported sold
$320K
Offering amount: $320K
Investors reported
17
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Jun 12, 2014
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
Jun 17, 2014Initial$320,000No comparison17SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$12.6K
Finders' fees
$0
Form D file number
021-219310
Paid to WealthForge, LLC, CRD #152550 (but not paid from securities sales proceeds)

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
WealthForge, LLC152550WealthForge, LLC · CRD 152550

Source: Form D, filed Jun 17, 2014. 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

REALTY MOGUL 14, LLC

Investment adviser: RM MANAGER, LLC

Gross asset value
$320K
Beneficial owners
17
ADV minimum commitment
$10K

Reported in Form ADV on Nov 29, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Marketer WEALTHFORGE SECURITIES, LLC RICHMOND, Virginia, United States Related to adviser: No
Prime broker WEALTHFORGE SECURITIES, LLC RICHMOND, Virginia, United States
Provider details
Annual audit
No
Prime brokers
Yes
Custodians
No
Administrator other than the adviser
No
External marketing
Yes

WEALTHFORGE SECURITIES, LLC
CRD 152550 · SEC 8-68464

WEALTHFORGE SECURITIES, LLC
CRD 152550 · SEC 8-68464

Filing source

Form ADV 1359353 · Nov 29, 2019 · Schedule D 7.B.(1), fund 805-5839286852

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
Jilliene Helman Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
73 Greentree Drive #677
Dover, DE, 19904