Form D · REITS and Finance
TREA REIT Holdco, LLC
Cleveland, OH · CIK 0001621304
Offering snapshot reported Oct 2, 2014 · SEC filing
- Reported sold
- $125K Offering amount: $125K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Sep 30, 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 |
|---|---|---|---|---|---|
| Oct 2, 2014 | Initial | $125,000 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $31.5K
- Form D file number
- 021-225707
12.5% Class B Redeemable Cumulative Preferred Units, par value $1,000 per unit
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Iriquois Capital Advisors, LLC | 145235 |
Source: Form D, filed Oct 2, 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 |
|---|---|
| Terrance R. Ahern | Executive |
| John Kropke | Executive |
| Kevin Lynch | Executive |
| Joseph P. Olszak | Executive |
| John Schaefer | Executive |
| [Entity] Townsend Alpha Manager I, Llc | Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
1660 West Second Street, Suite 450
Cleveland, OH, 44113
Cleveland, OH, 44113