Form D · Other Real Estate

Triloma Seniors Housing Fund - St. Louis, LLC

Winter Park, FL · CIK 0001775600

Offering snapshot reported Jun 26, 2019 · SEC filing

Reported sold
$1.97M
Offering amount: $8.8M
Investors reported
28
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Apr 1, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$987K$1.97MMay 8, 2019: $423,091.00May 8, 2019Jun 26, 2019: $1,973,091.00Jun 26, 2019

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$423,091 → $1,973,091
  • Reported investors3 → 28

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 26, 2019Amendment$1,973,091$1,550,000vs May 8, 201928SEC filing
May 8, 2019Initial$423,091No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$880K (estimated)
Finders' fees
$0
Form D file number
021-339067

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Triloma Securities, LLC173059Triloma Securities, LLC · CRD 173059
Lion Street Financial LLC165828Lion Street Financial LLC · CRD 165828
The Strategic Financial Alliance, Inc.126514The Strategic Financial Alliance, Inc. · CRD 126514
Green Vista Capital, LLC293630Green Vista Capital, LLC · CRD 293630
IFP Securities, LLC297287IFP Securities, LLC · CRD 297287
SCF Securities, Inc.47275SCF Securities, Inc. · CRD 47275
Kalos Capital, Inc.44337Kalos Capital, Inc. · CRD 44337
Calton & Associates, Inc.20999Calton & Associates, Inc. · CRD 20999
Arkadios Capital282710Arkadios Capital · CRD 282710
International Assets Advisory, LLC10645International Assets Advisory, LLC · CRD 10645
G.A. Repple & Company17486G.A. Repple & Company · CRD 17486

Source: Form D, filed Jun 26, 2019. 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
Casey Caldwell Executive, Promoter
James Hendrix Executive, Promoter
Triloma Financial Group, Llc Executive, Promoter
Triloma Seniors Housing, Llc Executive, Promoter
Michael I. Wood Executive, Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
C/O Triloma Financial Group 201 N. New York Avenue, Suite 200
Winter Park, FL, 32789