Form D · REITS and Finance
TPG EQUITY REIT LLC
Hartford, CT · CIK 0001540439
Offering snapshot reported Jul 17, 2024 · SEC filing
- Reported sold
- $62.5K Offering amount: $62.5K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $500 Reported outside-investor minimum
- First sale
- Jul 1, 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 |
|---|---|---|---|---|---|
| Jul 17, 2024 | Initial | $62,500 | No comparison | 125 | SEC filing |
| Jan 31, 2012 | Initial | $79,500 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $3.13K
- Finders' fees
- $0
- Form D file number
- 021-519009
5% of total amount sold
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Charles Harrison | 3071551 | H & L Equities, LLC · CRD 113794 |
| Lori Mayfield | 4899271 | H & L Equities, LLC · CRD 113794 |
| Patrick Whelchel | 5389090 | H & L Equities, LLC · CRD 113794 |
| Scott Harrison | 4981070 | H & L Equities, LLC · CRD 113794 |
Source: Form D, filed Jul 17, 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 |
|---|---|
| Thomas J. Anathan | Executive |
| Paul Canning | Executive |
| Kevin M. Crean | Executive |
| Gary W. Gowdy | Executive |
| William T. Harrison | Executive |
| William T. Hughes, Jr. | Executive |
| Matthew Gerard Johnson | Director, Executive |
| Steven Mark Kapiloff | Executive |
| Carol M. Kuta | Executive |
| Matthew H. Lynch | Executive |
| Jeffrey G. Maguire | Executive |
| James Mccandless | Executive |
| Christopher Yoshiro Okumura | Executive |
| Thomas James O'shea | Director, Executive |
| Ronald Urdanick | Executive |
| Amy D. White | Director, Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
C/O Ubs Realty Investors Llc 10 State House Square, 12th Fl.
Hartford, CT, 06103
Hartford, CT, 06103