Form D · Investing

Triloma Bourne Seniors Housing II, LLC

Winter Park, FL · CIK 0001646434

Offering snapshot reported Jun 29, 2016 · SEC filing

Reported sold
$17M
Offering amount: $25M
Investors reported
218
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Sep 9, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.48M$17MJul 9, 2015Mar 28, 2016: $7,509,520.00Mar 28, 2016Jun 29, 2016: $16,951,620.00Jun 29, 2016

Dates 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$7,509,520 → $16,951,620
  • Reported investors74 → 218

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 29, 2016Amendment$16,951,620$9,442,100vs Mar 28, 2016218SEC filing
Mar 28, 2016Amendment$7,509,520No comparison74SEC filing
Jul 9, 2015InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$2.63M (estimated)
Finders' fees
$0
Form D file number
021-243364
Includes Market Support and Dealer Manager Fees.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Triloma Securities, LLC173059Triloma Securities, LLC · CRD 173059

Source: Form D, filed Jun 29, 2016. 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.

People and organizations reported in Form D filings
NameReported role
Robert A. Bourne Executive, Promoter
Sponsor Bourne Financial Group, Llc Promoter
Manager Bourne Seniors Housing Advisor Ii, Llc Executive
Kyle Bourne R. Executive, Promoter
Sharon A. Yester Executive

Issuer details

Industry: Investing (See others in industry)

Address:
C/O Bourne Financial Group, Llc 228 Park Avenue, Suite A
Winter Park, FL, 32789