Form D · Commercial
Realty Mogul 29, LLC
Dover, DE · CIK 0001639463
Offering snapshot reported Jun 4, 2015 · SEC filing
- Reported sold
- $2.64M Offering amount: $2.64M
- Investors reported
- 72 Form D · investor count
- Minimum accepted
- $5K Reported outside-investor minimum
- First sale
- May 29, 2015 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 |
|---|---|---|---|---|---|
| Jun 4, 2015 | Initial | $2,635,000 | No comparison | 72 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $105K
- Finders' fees
- $0
- Form D file number
- 021-241090
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| WealthForge, LLC | 152550 | WealthForge, LLC · CRD 152550 |
Source: Form D, filed Jun 4, 2015. 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 29, LLC
Investment adviser: RM MANAGER, LLC
- Gross asset value
- $2.62M
- Beneficial owners
- 72
- ADV minimum commitment
- $5K
Reported in Form ADV on Mar 31, 2020. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
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 1389313 · Mar 31, 2020 · Schedule D 7.B.(1), fund 805-2104908952
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.
| Name | Reported role |
|---|---|
| Jilliene Helman | Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:Dover, DE, 19904