Form D · REITS and Finance
SI NVA02D-E Holdings REIT LLC
Denver, CO · CIK 0002149325
Offering snapshot reported Aug 11, 2026 · SEC filing
- Reported sold
- $812K Offering amount: $875K
- Investors reported
- 116 Form D · investor count
- Minimum accepted
- $7K Reported outside-investor minimum
- First sale
- Aug 4, 2026 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 11, 2026 | Initial | $812,000 | No comparison | 116 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $43.8K
- Finders' fees
- $0
- Form D file number
- 021-593800
5% of total amount sold
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Charles Harrison | 3071551 | H & L Equities, LLC · CRD 113794 |
| Lori Mayfield | 4899271 | H & L Equities, LLC · CRD 113794 |
| Patrick Whelchel | 5389090 | H & L Equities, LLC · CRD 113794 |
| Scott Harrison | 4981070 | H & L Equities, LLC · CRD 113794 |
Source: Form D, filed Aug 11, 2026. 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 |
|---|---|
| Matthew A'hearn | Director |
| Bradley Berkley | Director |
| Robert Hartog | Director |
| Sean Ivery | Director |
| Lauren Sullivan | Director |
| Matthew Vander Zanden | Director |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
1700 Broadway Suite 1750
Denver, CO, 80290
Denver, CO, 80290