Form D · Residential
Sorrento Apartments (Exch), LLC
San Francisco, CA · CIK 0001502112
Offering snapshot reported Dec 17, 2020 · SEC filing
- Reported sold
- $1.69M Offering amount: $16M
- Investors reported
- 19 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Dec 3, 2020 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 |
|---|---|---|---|---|---|
| Dec 17, 2020 | Initial | $1,690,217 | No comparison | 19 | SEC filing |
| Sep 23, 2016 | Initial | $600,000 | No comparison | 9 | SEC filing |
| Nov 9, 2010 | Amendment | $1,850,000 | $24,000vs Oct 6, 2010 | 33 | SEC filing |
| Oct 6, 2010 | Initial | $1,826,000 | No comparison | 34 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-383540
13(a) consists of $12,000,000 of Class A Units and $4,000,000 of Class C Units; 13(b) consists of $1,690,217 of Class A Units and $0 of Class C Units: 13(c) consists of $10,309,783 of Class A Units and $4,000,000 of Class C Units.
Source: Form D, filed Dec 17, 2020. 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 R. Hamilton | Director, Executive |
| Sole Owner Hamilton Zanze & Company | Executive |
| * Hamilton Zanze & Company | Director, Executive |
| Kurt E. Houtkooper | Director, Executive |
| * Hz Manager, Llc | Director, Executive |
| * Sorrento (Exch) Manager, Llc | Director, Executive |
| Manager Sorrento (Exch) Manager, Llc | Executive |
| Anthony O. Zanze | Director, Executive |
Issuer details
Industry: Residential (See others in industry)
Address:
C/O Hamilton Zanze & Company 37 Graham St., Ste 200 B, P.O. Box 29454
San Francisco, CA, 94129
San Francisco, CA, 94129