Form D · REITS and Finance
Sound Point CRE Senior Secured Income REIT, LLC
New York, NY · CIK 0002050908
Offering snapshot reported Jan 14, 2025 · SEC filing
- Reported sold
- $125K Offering amount: $125K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Jan 6, 2025 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 |
|---|---|---|---|---|---|
| Jan 14, 2025 | Initial | $125,000 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-535197
Sales commission payable to H & L Equities, LLC is 5% of the total capital raised.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| H & L Equities, LLC | 113974 | |
| Charles B. Harrison | 3071551 | |
| Scott Harrison | 4981070 | |
| Patrick J. Whelchel | 5389090 | |
| Lori Mayfield | 4899271 |
Source: Form D, filed Jan 14, 2025. 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
SOUND POINT CRE SENIOR SECURED INCOME REIT, LLC
Investment adviser: SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC
- Gross asset value
- $252M
- Beneficial owners
- 35
- ADV minimum commitment
- $100K
Reported in Form ADV on Apr 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS
PCAOB 238
Filing source
Form ADV 2101652 · Apr 30, 2026 · Schedule D 7.B.(1), fund 805-4744687703
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.
| Name | Reported role |
|---|---|
| Kevin Gerlitz | Executive |
| Stephen Ketchum | Executive |
| N/A Sound Point Commercial Real Estate Finance Llc | Promoter |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:New York, NY, 20252