Form D · REITS and Finance

RealtyShares 25, LLC

San Francisco, CA · CIK 0001618661

Offering snapshot reported Sep 30, 2014 · SEC filing

Reported sold
$702K
Offering amount: $702K
Investors reported
63
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
Sep 24, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$351K$702KSep 4, 2014: $700,000.00Sep 4, 2014Sep 30, 2014: $702,000.00Sep 30, 2014

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$700,000 → $702,000
  • Reported investors60 → 63

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 30, 2014Amendment$702,000$2,000vs Sep 4, 201463SEC filing
Sep 4, 2014Initial$700,000No comparison60SEC 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
021-224097

Source: Form D, filed Sep 30, 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

REALTYSHARES 25, LLC

Investment adviser: REALTYSHARES ADVISOR, LLC

Gross asset value
$702K
Beneficial owners
63
ADV minimum commitment
$5K

Reported in Form ADV on Dec 4, 2015. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Marketer WEALTHFORGE, LLC RICHMOND, Virginia, United States Related to adviser: No
Prime broker WEALTHFORGE, 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, LLC
CRD 152550 · SEC 8-68464

WEALTHFORGE, LLC
CRD 152550 · SEC 8-68464

Filing source

Form ADV 960373 · Dec 4, 2015 · Schedule D 7.B.(1), fund 805-5657448883

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
Navjot Athwal Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
637 Natoma St., #5
San Francisco, CA, 94103