Form D · Other Real Estate
RR HV VENTURE HOLDINGS DST
Oak Brook, IL · CIK 0001450772
Offering snapshot reported Nov 3, 2010 · SEC filing
- Reported sold
- $47.1M Offering amount: $47.1M
- Investors reported
- 147 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Oct 31, 2008 As reported in this filing
Fundraising history
Reported soldDates 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$39,366,890 → $47,140,485
- Reported investors101 → 147
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 3, 2010 | Amendment | $47,140,485 | $7,773,595vs Apr 13, 2010 | 147 | SEC filing |
| Apr 13, 2010 | Amendment | $39,366,890 | $4,497,346vs Jan 7, 2010 | 101 | SEC filing |
| Jan 7, 2010 | Amendment | $34,869,544 | $4,247,518vs Sep 23, 2009 | 86 | SEC filing |
| Sep 23, 2009 | Amendment | $30,622,026 | $1,654,370vs Aug 19, 2009 | 67 | SEC filing |
| Aug 19, 2009 | Amendment | $28,967,656 | $8,596,525vs Jun 26, 2009 | 62 | SEC filing |
| Jun 26, 2009 | Amendment | $20,371,131 | $1,000,000vs Jun 2, 2009 | 56 | SEC filing |
| Jun 2, 2009 | Amendment | $19,371,131 | No comparison | Not reported | SEC filing |
| May 8, 2009 | Amendment | $18,954,317 | No comparison | Not reported | SEC filing |
| Apr 27, 2009 | Amendment | $17,579,317 | No comparison | Not reported | SEC filing |
| Mar 30, 2009 | Amendment | $13,402,067 | No comparison | Not reported | SEC filing |
| Nov 17, 2008 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $2.83M
- Finders' fees
- $0
- Form D file number
- 021-124565
Beneficial interests in a Delaware Statutory Trust reflecting beneficial interests in real estate
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| James A. Armagost | 7157 | VSR Financial Services, Inc. · CRD 14503 |
| Kurt R. Faasse | 3219742 | Royal Securities Company · CRD 10702 |
| Nathan L. Rewerts | 2913269 | Investment Planners, Inc. · CRD 18557 |
| Ronn F. Castle | 2238236 | LPL Financial Corporation · CRD 6413 |
| Dana K. Graves | 2811852 | LPL Financial Corporation · CRD 6413 |
| Kathleen C. Bennett | 4666755 | 1st Global Capital Corp. · CRD 30349 |
| Mark O. Coombe | 2733655 | 1st Global Capital Corp. · CRD 30349 |
| Darryl J. Wolff, Sr. | 2824029 | FSC Securities Corporation · CRD 7461 |
| Joel F. Kugler | 2028716 | Associated Securities Corp. · CRD 12969 |
| Tyler T. Smith | 4648622 | LPL Financial Corporation · CRD 6413 |
| Douglas E. Taylor, Jr. | 1754272 | LPL Financial Corporation · CRD 6413 |
| Margaret S. Kosmerl | 1578799 | LPL Financial Corporation · CRD 6413 |
| Charles A. Smith | 3242263 | LPL Financial Corporation · CRD 6413 |
| Joseph P. Morgan | 2822025 | LPL Financial Corporation · CRD 6413 |
| Charles W. Fowler | 4750998 | Pacific West Securities, Inc. · CRD 6390 |
| Harvey S. Berk | 705380 | LPL Financial Corporation · CRD 6413 |
| Thomas P. Feldner | 2768753 | Capital Financial Services, Inc. · CRD 8408 |
| David R. Bjork | 2243192 | Capital Financial Services, Inc. · CRD 8408 |
| Andrew T. Koerner | 2207442 | First Allied Securities, Inc. · CRD 32444 |
| Deborah R. Walker | 833928 | First Allied Securities, Inc. · CRD 32444 |
| Scott S. Brown | 4322420 | 1st Global Capital Corp. · CRD 30349 |
| Sally W. Ng | 1915190 | LPL Financial Corporation · CRD 6413 |
| Douglas E. Lockwood | 1703831 | LPL Financial Corporation · CRD 6413 |
| William W. Gammon | 1811853 | Centaurus Financial, Inc. · CRD 30833 |
| Timothy C. Hobbs | 2531874 | VSR Financial Services, Inc. · CRD 14503 |
| Gary W. Pelletier | 1257856 | LPL Financial Corporation · CRD 6413 |
| Michael L. Markey | 320042 | American Investors Company · CRD 38 |
| Randee K. Cook | 1300458 | LPL Financial Corporation · CRD 6413 |
| Mary A. O'Connor | 4320083 | 1st Global Capital Corp. · CRD 30349 |
| Patrick R. Conway | 1337831 | Investacorp, Inc. · CRD 7684 |
| Terence W. O'Doherty | 351060 | LPL Financial Corporation · CRD 6413 |
| Joshua A. Suess | 4286544 | LPL Financial Corporation · CRD 6413 |
| Cynthia M. Couyoumjian | 1456630 | First Allied Securities, Inc. · CRD 32444 |
| Christine B. Tang | 4774839 | First Allied Securities, Inc. · CRD 32444 |
| Robert A. Horning | 2311640 | Centaurus Financial, Inc. · CRD 30833 |
| Michelle L. Cable | 5558028 | Horner, Townsend & Kent, Inc. · CRD 4031 |
| Herman L. Kahn | 1866522 | NFP Securities, Inc. · CRD 42046 |
| Terry A. Vrieze | 455952 | Broker Dealer Financial Services Corp. / Successful Resource Management · CRD 8073 |
| Noah A. Seidenberg | 2172364 | LPL Financial Corporation · CRD 6413 |
| Richard McCollam | 1419048 | Royal Alliance Associates, Inc. · CRD 23131 |
| Kathleen J. Tarr | 4215307 | Royal Alliance Associates, inc. · CRD 23131 |
| Michael W. Newton | 2185103 | Investment Planners, Inc. · CRD 18557 |
| Jeremy L. Gove | 5231794 | J.P. Turner & Company, L.L.C. · CRD 43177 |
| John P. Siciliano, Jr. | 711119 | Invest Financial Corporation · CRD 12984 |
| Steven D. Duncan | 3137617 | Ameriprise Financial Services, Inc. · CRD 6363 |
| Bruce S. Hesse | 2638672 | 1st Global Capital Corp. · CRD 30349 |
| Andrew G. Rosenberg | 2944124 | Securities America, Inc. · CRD 10205 |
| Thomas J. Todd | 3111871 | 1st Global Capital Corp. · CRD 30349 |
| Fred E. Ymker | 2436178 | LPL Financial Corporation · CRD 6413 |
| Keith R. Schaefbauer | 2524161 | LPL Financial Corporation · CRD 6413 |
| Craig Hoff | 1936893 | First Allied Securities, Inc. · CRD 32444 |
| William P. Czaplewski | 2386057 | LPL Financial Corporation · CRD 6413 |
| Leonard R. Bettencourt | 4025897 | 1st Global Capital Corp. · CRD 30349 |
| Kenneth L. Christie | 2218257 | LPL Financial Corporation · CRD 6413 |
| David J. Levenstein | 2908647 | Prime Capital Securities, Inc. · CRD 18334 |
| Monte L. Snider | 2244934 | LPL Financial Corporation · CRD 6413 |
| Scott A. Thomas | 2919642 | Western International Securities, Inc. · CRD 39262 |
| Peter I. Shusterman | 1460819 | Sagepoint Financial, Inc. · CRD 133763 |
| Louis J. Rogers | 4845692 | MCL Financial Group, Inc. · CRD 41180 |
| Angelo F. Anello | 2835091 | LPL Financial Corporation · CRD 6413 |
| Donna A. Corrigan | 2554192 | LPL Financial Corporation · CRD 6413 |
| Keith A. Herman | 2322605 | Alternative Wealth Strategies, Inc. · CRD 130933 |
| Samuel C. Bridgers, III | 1243406 | VSR Financial Services, Inc. · CRD 14503 |
| John L. Bennis | 2103138 | LPL Financial Corporation · CRD 6413 |
| Joseph H. Sterling | 1101378 | Geneos Wealth Management, Inc. · CRD 120894 |
| Deanna R. Pickering | 4902439 | 1st Global Capital Corp. · CRD 30349 |
| Arlon R. Enmeier | 1000999 | Securities America, Inc. · CRD 10205 |
| Lee R. Kramer | 1465416 | FSC Securities Corporation · CRD 7461 |
| Inland Securities Corporation | 15807 | Inland Securities Corporation · CRD 15807 |
| Delmar V. McKinney, II | 1186853 | First Allied Securities, Inc. · CRD 32444 |
| James H. Buley | 2173184 | LPL Financial Corporation · CRD 6413 |
| Jeffrey A. Christie | 4889641 | First Allied Securities, Inc. · CRD 30349 |
| Julie L. Bradsher | 5230771 | 1st Global Capital Corp. · CRD 30349 |
| John H. Ferguson | 4947624 | Steven L. Falk & Associates Inc. · CRD 14297 |
| Paul J. Newland | 2364884 | LPL Financial Corporation · CRD 6413 |
| Michael Stieglitz | 4623788 | 1st Global Capital Corp. · CRD 30349 |
| Francis J. Jones, Jr. | 4491511 | 1st Global Capital Corp. · CRD 30349 |
| James E. Joly | 2193463 | LPL Financial Corporation · CRD 6413 |
| Rodney A. Simms | 1854316 | Ameriprise Financial Services, Inc. · CRD 6363 |
| William J. Marco | 1490759 | First Allied Securities, Inc. · CRD 32444 |
Source: Form D, filed Nov 3, 2010. 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 |
|---|---|
| Real Estate Exchange Corporation Inland | Promoter |
| Exchange Venture, L.L.C. Rr Hv | Promoter |
| Venture, L.L.C. Rr Hv 1031 | Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2901 Butterfield Road
Oak Brook, IL, 60523
Oak Brook, IL, 60523