Form D · Commercial

Shorecrest Select Preferred, LLC

Norfolk, VA · CIK 0001646933

Offering snapshot reported Jul 7, 2015 · SEC filing

Reported sold
$12.4M
Offering amount: $12.4M
Investors reported
72
Form D · investor count
Minimum accepted
$20K
Reported outside-investor minimum
First sale
Jun 24, 2015
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 7, 2015Initial$12,420,000No comparison72SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$3.75K
Form D file number
021-243171

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
David TurnerNone

Source: Form D, filed Jul 7, 2015. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

SHORECREST SELECT PREFERRED, LLC

Investment adviser: HARBOR GROUP INTERNATIONAL, LLC

Gross asset value
$0
Beneficial owners
77
ADV minimum commitment
$25K

Reported in Form ADV on Apr 30, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian BANK OF AMERICA N.A. CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BANK OF AMERICA N.A.
LEI B4TYDEB6GKMZO031MB27

Filing source

Form ADV 1214418 · Apr 30, 2018 · Schedule D 7.B.(1), fund 805-9156711169

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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.

People and organizations reported in Form D filings
NameReported role
Thomas Richard Litton, Jr. Director, Executive
Saul Lubetski Director
Pinchas Mendlovic Director
Co., Llc Shorecrest Preferred Managing Director
Jordan Eric Slone Director
Jay Zwiebel Director

Issuer details

Industry: Commercial (See others in industry)

Address:
999 Waterside Drive Suite 2300
Norfolk, VA, 23510