Form D · REITS and Finance
Stockbridge Value Fund II Holdings, LLC
San Francisco, CA · CIK 0001625612
Offering snapshot reported Nov 17, 2014 · SEC filing
- Reported sold
- $64K Offering amount: $125K
- Investors reported
- 64 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Nov 17, 2014 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 |
|---|---|---|---|---|---|
| Nov 17, 2014 | Initial | $64,000 | No comparison | 64 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6.25K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-228526
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Charles Harrison | 3071551 | H & L Equities, LLC · CRD 113794 |
| Phyllis Beck | 1020488 | H & L Equities, LLC · CRD 113794 |
| Patrick Whelchel | 5389090 | H & L Equities, LLC · CRD 113794 |
| Scott Harrison | 4981070 | H & L Equities, LLC · CRD 113794 |
| Lori Mayfield | 4899271 | H & L Equities, LLC · CRD 113794 |
Source: Form D, filed Nov 17, 2014. 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 D. Carlson | Executive |
| Charlene Kiley | Executive |
| Sol A. Raso | Executive |
| Stephen M. Steppe | Executive |
| Douglas D. Sturiale | Executive |
| Daniel S. Weaver | Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
Four Embarcadero Center Suite 3300
San Francisco, CA, 94111
San Francisco, CA, 94111