Form D · REITS and Finance
Southern Realty Trust Inc.
West Palm Beach, FL · CIK 0002026118
Offering snapshot reported Jun 18, 2024 · SEC filing
- Reported sold
- $31.7M Indefinite offering
- Investors reported
- 119 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 4, 2024 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 |
|---|---|---|---|---|---|
| Jun 18, 2024 | Initial | $31,725,000 | No comparison | 119 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.9M
- Finders' fees
- $0
- Form D file number
- 021-516296
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Raymond James & Associates, Inc. | 705 |
Source: Form D, filed Jun 18, 2024. 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 |
|---|---|
| Ivelin Dimitrov | Director |
| Brandon Hetzel | Executive |
| Anna Kim | Executive |
| John Lee | Director |
| Brian H. Sedrish | Director, Executive |
| Howard Sudnow | Director |
| Robyn Tannenbaum | Executive |
| Leonard M. Tannenbaum | Director |
| James Velgot | Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
525 Okeechobee Blvd. Suite 1650
West Palm Beach, FL, 33401
West Palm Beach, FL, 33401