Form D · Other Investment Fund
SBLP SENIOR LIVING FUND I, LP
Dallas, TX · CIK 0001652838
Offering snapshot reported Jan 30, 2017 · SEC filing
- Reported sold
- $80.8M Offering amount: $150M
- Investors reported
- 32 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 29, 2016 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 32
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 30, 2017 | Amendment | $80,770,000 | No comparison | 32 | SEC filing |
| Jan 28, 2016 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.5, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $70K (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-256160
The general partner of the Issuer reserves the right to offer a greater or lesser amount of limited partner interests.
The amount above represents retainers paid to one or more placement agents. Additional fees to be paid based on a fee schedule. Such fees are offset dollar for dollar against the management fees payable by the Issuer.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| B. C. ZIEGLER AND COMPANY | 61 | |
| STONEHAVEN, LLC | 118913 | |
| ALLEGRO SECURITIES LLC | 139514 |
Source: Form D, filed Jan 30, 2017. 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 |
|---|---|
| Andrew G. Bluhm | Executive, Promoter |
| Charles Hammonds | Executive, Promoter |
| Joseph P. Mcgonigle | Executive, Promoter |
| Craig W. Spaulding | Executive, Promoter |
| Scott Strusiner | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
5307 E. Mockingbird Lane, Suite 1010
Dallas, TX, 75206
Dallas, TX, 75206