Form D · REITS and Finance

Sovereign Growth REIT, Inc.

San Diego, CA · CIK 0001484050

Offering snapshot reported Aug 7, 2012 · SEC filing

Reported sold
$1.43M
Offering amount: $1.65M
Investors reported
15
Form D · investor count
Minimum accepted
$30K
Reported outside-investor minimum
First sale
Jul 24, 2012
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
Aug 7, 2012Initial$1,430,502No comparison15SEC filing
Dec 21, 2011Amendment$50,000No comparison1SEC filing
Feb 16, 2010InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$129K
Finders' fees
$0
Form D file number
021-182291

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Rusty Tweed2339324Concorde Investment Services · CRD 151604
Michelle Langer5048331Primex · CRD 29394
American Trust Investment ServicesNoneAmerican Trust Investment Services · CRD 114439

Source: Form D, filed Aug 7, 2012. 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.

People and organizations reported in Form D filings
NameReported role
Fred Christensen Director
Randall Gorman Director
Michael R Grady Director
Lawrence Harb Director
George H Kaelin, Iii Director
Todd A Mikles Director
Michael E O'leary Director
Philip D Sokol Director
Charles L Winder Director

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
C/O Sovereign Capital Management, Inc. 750 B Street, Suite 1220
San Diego, CA, 92101