Form D · Other Real Estate
ROSEWOOD VILLA HOLDCO LLC
Irvine, CA · CIK 0001730397
Offering snapshot reported Feb 12, 2018 · SEC filing
- Reported sold
- $2.6M Offering amount: $2.6M
- Investors reported
- 21 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Jan 26, 2018 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 |
|---|---|---|---|---|---|
| Feb 12, 2018 | Initial | $2,600,000 | No comparison | 21 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $39K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-305400
Based on full subscription. 1.5% (comprised of 1% commissions and 0.5% due diligence reimbursement).
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Michael Scott Rickard | 1297325 | Carolina Financial Securities, LLC · CRD 41970 |
| Peter Joseph Kalmus | 1522531 | IBN Financial Services, Inc. · CRD 42360 |
Source: Form D, filed Feb 12, 2018. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Allen L. Boerner | Director, Executive |
| Michael Scott Rickard | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2 Park Plaza, Suite 800
Irvine, CA, 92614
Irvine, CA, 92614