Form D · Other Real Estate
Tulip Valley Partners, LLC
Birmingham, AL · CIK 0001898789
Offering snapshot reported Jan 10, 2022 · SEC filing
- Reported sold
- $14.4M Offering amount: $14.5M
- Investors reported
- 94 Form D · investor count
- Minimum accepted
- $18K Reported outside-investor minimum
- First sale
- Dec 27, 2021 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 |
|---|---|---|---|---|---|
| Jan 10, 2022 | Initial | $14,426,489 | No comparison | 94 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.64M
- Finders' fees
- $0
- Form D file number
- 021-428596
Inclusive of $869,960 selling commissions; $255,493.06 due diligence fee; $231,821.89 marketing/wholesale fee; and $287,412.47 broker/dealer fee.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Arkadios Capital | 282710 | Michael J. Sievert · CRD 2127441 |
| Vistia Capital, LLC | 311342 | Michael Hazen · CRD 6103556 |
| Emerson Equity, LLC | 130032 | Timothy J. Sherer · CRD 833618 |
| G.A. Repple & Company | 17486 | Michael Mandarino · CRD 4443175 |
| Alexander Capital, L.P. | 40077 | James Hampton Simmons Jr. · CRD 2438224 |
| Center Street Securities, Inc. | 26898 | Jeffrey Kennedy · CRD 5094149 |
| Titan Securities | 131392 | Gerald Marvin Hast · CRD 2873081 |
| Legacy Wealth Management, LLC | 174767 | Justin Martin · CRD 5423666 |
| U.S. Private Wealth, LLC | 167288 | Michael Wall · CRD 5309868 |
| Great Point Capital, LLC | 114203 | Rick Martinez · CRD 6524415 |
| WFA Wealth Managers | 105736 | Andrew Jensen · CRD 5697041 |
| Copley Financial Group, Inc. | 283070 | Kyle Klinger · CRD 7092609 |
Source: Form D, filed Jan 10, 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 |
|---|---|
| Christopher Devine | Executive |
| Green Rock Management, Llc | Director |
| Clayton Mobley | Director |
| Brian Robbins | Executive |
| Green Rock, Llc | Director |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2015 3 Rd Ave. N
Birmingham, AL, 35203
Birmingham, AL, 35203