Form D · Residential

TWINLEAF PARTNERS, LLLP

Littleton, CO · CIK 0001647549

Offering snapshot reported Jul 13, 2015 · SEC filing

Reported sold
$2.03M
Offering amount: $2.03M
Investors reported
16
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 18, 2015
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 13, 2015Initial$2,030,000No comparison16SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-243596

Source: Form D, filed Jul 13, 2015. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

TWINLEAF PARTNERS, LLLP

Investment adviser: VERDEAM, LLC

Gross asset value
$10.7M
Beneficial owners
2
ADV minimum commitment
$25K

Reported in Form ADV on Mar 25, 2020. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator MORAN & LONG, LLC GREENWOOD VILLAGE, Colorado, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP TROY, Michigan, United States
Custodian J.P. MORGAN SECURITIES INC. DENVER, Colorado, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

J.P. MORGAN SECURITIES INC.
SEC 8-36950

Filing source

Form ADV 1397169 · Mar 25, 2020 · Schedule D 7.B.(1), fund 805-2130435441

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Jeffrey S. Davidson Director
Carl G. De Rozario Director
Charles C. Hibben Director
N/A Meritus Communities, Llc Director, Executive

Issuer details

Industry: Residential (See others in industry)

Address:
2506 West Main Street, Suite 250
Littleton, CO, 80120