Form D · Other Real Estate
Sunstone Income Apartments V, LLC
Westlake Village, CA · CIK 0001832007
Offering snapshot reported Feb 16, 2022 · SEC filing
- Reported sold
- $62M Offering amount: $75M
- Investors reported
- 633 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Dec 28, 2020 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.
- Reported sold$17,150,000 → $61,975,000
- Reported investors169 → 633
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 16, 2022 | Amendment | $61,975,000 | $44,825,000vs Oct 27, 2021 | 633 | SEC filing |
| Oct 27, 2021 | Amendment | $17,150,000 | No comparison | 169 | SEC filing |
| Nov 16, 2020 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $7.5M (estimated)
- Finders' fees
- $10K (estimated)
- Form D file number
- 021-380625
As per the offering memorandum, the Manager of the Issuer has the authority to cause the Issuer to accept an amount less than the minimum investment.
National Securities Corporation is entitled to 10% of the gross offering proceeds from securities that it places and reimbursement of expenses up to $10,000.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| National Securities Corporation | 7569 |
Source: Form D, filed Feb 16, 2022. 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 |
|---|---|
| Robert Egbert | Executive |
| Elizabeth Fujino | Executive |
| John Hansen | Executive |
| John Charles Maddux | Director, Executive, Promoter |
| Lisa Mc Clain | Executive |
| Sheryl Morehead | Executive |
| Todd Nielsen | Executive |
| N/A Sunstone Apartments, Llc | Promoter |
| N/A Sunstone Properties Trust Advisors, Llc | Director |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:Westlake Village, CA, 91361