Form D · Other Investment Fund
SERRUS REAL ESTATE FUND II, LLC
Greenville, SC · CIK 0001516507
Offering snapshot reported Jul 24, 2013 · SEC filing
- Reported sold
- $1.54M Offering amount: $15M
- Investors reported
- 13 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Aug 1, 2012 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 13
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 24, 2013 | Amendment | $1,535,000 | No comparison | 13 | SEC filing |
| Jul 19, 2012 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| May 3, 2011 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06, 3C, 3C.1, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $20K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-181517
The Fund is seeking capital commitments for membership units in the Fund in an amount up to an aggregate of $15,000,000.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Patrick Capital Markets, LLC | 16518 | Brian L. Clark · CRD 4802438 |
Source: Form D, filed Jul 24, 2013. 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 |
|---|---|
| Leighton M. Cubbage | Executive |
| Tammy Cubbage | Executive |
| Stephen H. Mudge | Executive |
| Amanda Mudge | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
7 Davis Keats Drive Woodruff Road Corporate Center
Greenville, SC, 29607
Greenville, SC, 29607