Form D · Other Real Estate
Sequoia Equities - Heritage Green
Walnut Creek, CA · CIK 0001526000
Offering snapshot reported Sep 11, 2012 · SEC filing
- Reported sold
- $12.8M Offering amount: $15.5M
- Investors reported
- 102 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Jul 18, 2011 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 102
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 11, 2012 | Amendment | $12,800,000 | No comparison | 102 | SEC filing |
| Jul 19, 2011 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Debt
- Exemptions
- 06
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $849K (estimated)
- Finders' fees
- $0
- Form D file number
- Not reported
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| R, Ken Coit | 50331 | Sequoia Equities Securities Corporation · CRD 13848 |
Source: Form D, filed Sep 11, 2012. 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 |
|---|---|
| Mark S Carter | Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
1777 Botelho Drive Suite 300
Walnut Creek, CA, 94596
Walnut Creek, CA, 94596