Form D · REITS and Finance
SRI Fourteen REIT LLC
San Francisco, CA · CIK 0002006957
Offering snapshot reported Jan 4, 2024 · SEC filing
- Reported sold
- $125K Offering amount: $125K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Dec 21, 2023 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
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 4, 2024 | Initial | $125,000 | No comparison | 125 | SEC filing |
| Jan 4, 2024 | Amendment | $125,000 | $0vs Jan 4, 2024 | 125 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6.25K
- Finders' fees
- $0
- Form D file number
- 021-501582
Class A Preferred Units
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| ICA, LLC | 145235 |
Source: Form D, filed Jan 4, 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 |
|---|---|
| Charles Malet | Executive |
| Mark E. Portner | Executive |
| Brandon J. Shorenstein | Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:San Francisco, CA, 94104