Form D · Commercial

Realty Mogul 20, LLC

Dover, DE · CIK 0001611128

Offering snapshot reported Jun 20, 2014 · SEC filing

Reported sold
$1.29M
Offering amount: $1.56M
Investors reported
72
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Jun 18, 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

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 20, 2014Initial$1,285,000No comparison72SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$64.3K
Finders' fees
$0
Form D file number
021-219550
Paid to WealthForge, LLC, CRD #152550 (but not paid from securities sales proceeds)

Sales compensation recipients

Scroll to see all columns →

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

Source: Form D, filed Jun 20, 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 20, LLC

Investment adviser: RM MANAGER, LLC

Gross asset value
$1.56M
Beneficial owners
72
ADV minimum commitment
$10K

Reported in Form ADV on Dec 7, 2018. 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 1256704 · Dec 7, 2018 · Schedule D 7.B.(1), fund 805-3960047648

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