Form D · REITS and Finance

UBS REIT No. 260 LLC

Hartford, CT · CIK 0002029157

Offering snapshot reported Jul 16, 2024 · SEC filing

Reported sold
$55K
Offering amount: $55K
Investors reported
110
Form D · investor count
Minimum accepted
$500
Reported outside-investor minimum
First sale
Jul 1, 2024
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 16, 2024Initial$55,000No comparison110SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.75K
Finders' fees
$0
Form D file number
021-518947
5% of total amount sold

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Charles Harrison3071551H & L Equities, LLC · CRD 113794
Lori Mayfield4899271H & L Equities, LLC · CRD 113794
Patrick Whelchel5389090H & L Equities, LLC · CRD 113794
Scott Harrison4981070H & L Equities, LLC · CRD 113794

Source: Form D, filed Jul 16, 2024. 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
Matthew Gerard Johnson Director, Executive
Steven Mark Kapiloff Executive
Jeffrey G. Maguire Executive
Christopher Yoshiro Okumura Executive
Thomas James O'shea Director, Executive
N/A Ubs Holdings No. 260 Llc Promoter
Amy D. White Director, Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
C/O Ubs Realty Investors Llc 10 State House Square, 12th Fl.
Hartford, CT, 06103