Form D · Residential
Scottsdale & Osborn, LLC
Scottsdale, AZ · CIK 0001948184
Offering snapshot reported Jul 17, 2025 · SEC filing
- Reported sold
- $53.5M Offering amount: $70M
- Investors reported
- 573 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Nov 8, 2022 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 investors0 → 573
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 17, 2025 | Amendment | $53,516,990 | No comparison | 573 | SEC filing |
| Dec 19, 2024 | Amendment | $37,934,771 | No comparison | 417 | SEC filing |
| Sep 25, 2024 | Amendment | $35,582,221 | No comparison | 401 | SEC filing |
| Sep 29, 2023 | Amendment | $30,731,511 | No comparison | 351 | SEC filing |
| Sep 27, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $5.95M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-459939
The offering is for $65,000,000.00, subject to increase by the Issuer?s Manager to a maximum of $70,000,000.00.
Amount shown would be the total sales commission and syndicate management fee if the maximum amount of $70,000,000.00 is sold.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Arete Wealth Management, LLC | 44856 |
Source: Form D, filed Jul 17, 2025. 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 |
|---|---|
| Richard J. Felker | Executive |
| Randy Grudzinski | Executive |
| Geoffrey P. Jacobs | Executive |
Issuer details
Industry: Residential (See others in industry)
Address:
6617 N. Scottsdale Road, Suite 101
Scottsdale, AZ, 85250
Scottsdale, AZ, 85250