Form D · Other Real Estate
UNITED DEVELOPMENT FUNDING LAND OPPORTUNITY FUND LP
Grapevine, TX · CIK 0001442128
Offering snapshot reported Mar 15, 2011 · SEC filing
- Reported sold
- $28.5M Offering amount: $125M
- Investors reported
- 595 Form D · investor count
- Minimum accepted
- $2K Reported outside-investor minimum
- First sale
- Jul 18, 2008 As reported in this filing
Fundraising history
Reported soldDates 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$23,336,490 → $28,477,471
- Reported investors505 → 595
- Minimum accepted$5,632 → $2,000
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 15, 2011 | Amendment | $28,477,471 | $5,140,981vs Mar 17, 2010 | 595 | SEC filing |
| Mar 17, 2010 | Amendment | $23,336,490 | $14,901,919vs Mar 17, 2009 | 505 | SEC filing |
| Mar 17, 2009 | Amendment | $8,434,571 | No comparison | Not reported | SEC filing |
| Aug 1, 2008 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06, 3C, 3C.5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $8.74M (estimated)
- Finders' fees
- $0
- Form D file number
- Not reported
Total Offering Amount: $100,000,000 represents aggregate amount for limited partnership interests and $24,950,000 represents aggregate amount for limited liability company membership interests being offered in connection with offering
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| A. Ken Flake | 209342 | VSR Financial Services Inc · CRD 14503 |
| Andrew C. Bolt | 1594587 | Harrison Douglas Inc. · CRD 16515 |
| Anthony Lombardi | 2921904 | Centaurus Financial · CRD 30833 |
| Robert Bragg | 4767535 | VSR Financial Services Inc. · CRD 14503 |
| Robert Hinz | 1026405 | VSR Financial Services Inc. · CRD 14503 |
| Robert Wamhoff | 2082701 | VSR Financial Services Inc. · CRD 14503 |
| Robert Tweed | 2339324 | CapWest Securities Inc. · CRD 30002 |
| Bradley R. Calley | 4502601 | IMS Securities Inc. · CRD 35567 |
| Bryon Martinsen | 1621649 | Centaurus Financial Inc. · CRD 30833 |
| Robert Setser | 1005169 | Direct Capital Securities Inc. · CRD 29639 |
| Michael L. Sampson | None | Eagle One Investments LLC · CRD 45254 |
| Dana Kellogg | 2496097 | ePlanning Securities Inc. · CRD 46000 |
| Brian H. Breuel | 813742 | QA3 Financial Corporation · CRD 14754 |
| Brian D. Day-Lewis | 4513044 | Investors Capital · CRD 30613 |
| Charles R. Byrnes III | 2360145 | Investors Capital · CRD 30613 |
| Ferdinand Dosono | 2110497 | National Securities Corporation · CRD 7569 |
| Jalon OConnell | 3005016 | National Securities Corporation · CRD 7569 |
| Bruce M. Kimball | 2576920 | Geneos Wealth Management · CRD 120894 |
| Buster Godbee | 2284452 | Cambridge Legacy Securities · CRD 103722 |
| David M. Breedlove | 1422471 | Cambridge Legacy Securities · CRD 103722 |
| David Theis | 1422471 | QA3 Financial Corporation · CRD 14754 |
| Michael Doherty | None | QA3 Financial Corporation · CRD 14754 |
| Deborah Deitering | 729452 | IMS Securities Inc. · CRD 35567 |
| Dennis Van Pater | 1364583 | VSR Financial Services Inc. · CRD 14503 |
| Dilip Shah | 4565670 | Cambridge Legacy Securities · CRD 103722 |
| Donald J. Beary | 15818 | VSR Financial Services Inc. · CRD 14503 |
| Dorann Hurley | 1782641 | Geneos Wealth Management · CRD 120894 |
| Douglas K. Van Allen | None | Geneos Wealth Management · CRD 120894 |
| Gary Tad Lindsey | 2398788 | QA3 Financial Corporation · CRD 14754 |
| Gregory M. Ellis | 4046935 | VSR Financial Services · CRD 14503 |
| Jeannette Glaza | 1363844 | VSR Financial Services · CRD 14503 |
| Jeffrey Nesseth | 1983482 | QA3 Financial Corporation · CRD 14754 |
| Jeffrey Ausgburger | None | QA3 Financial Corporation · CRD 14754 |
| Jesse Griffin Jr. | 1165095 | VSR Financial Services · CRD 14503 |
| Jim Armagost | 7157 | VSR Financial Services · CRD 14503 |
| John Gorely | 225973 | VSR Financial Services · CRD 14503 |
| Ken Klespies | 1258664 | VSR Financial Services · CRD 14503 |
| Kevin Yaley | 2893171 | Berthel Fisher and Company Financial Services · CRD 13609 |
| Kim Kopacka | 3153396 | IMS Securities Inc. · CRD 35567 |
| Kris Etter | 4562123 | IMS Securities Inc. · CRD 35567 |
| Megan Schneider | 4458332 | Geneos Wealth Management · CRD 120894 |
| MF Long II | 1778299 | VSR Financial Services · CRD 14503 |
| Michael Staines | 5303142 | Berthel Fisher and Company Financial Services Inc. · CRD 13609 |
| Mike Henry | 243365 | Cambridge Legacy Securities · CRD 103722 |
| Nir Regev | 1847410 | VSR Financial Services · CRD 14503 |
| Paul Burkemper | 2222925 | VSR Financial Services · CRD 14503 |
| Randy Stevenson | 2114058 | VSR Financial Services · CRD 14503 |
| Robert J. Kramer | 1715096 | VSR Financial Services · CRD 14503 |
| John Redfearn III | 2771876 | QA3 Financial Corporation · CRD 14754 |
| Russell Childs | 1192883 | Cambridge Legacy Securities · CRD 103722 |
| Ryan Benning | 4205469 | Berthel Fisher and Company Financial Services · CRD 13609 |
| Shawn Davis | 2911230 | Berthel Fisher and Company Financial Services · CRD 13609 |
| Steven Shirley | None | VSR Financial Services · CRD 14503 |
| Terry L. Sonnenfeld | 2216263 | Geneos Wealth Management · CRD 120894 |
| Allan W. Cranfill | 2346578 | VSR Financial Services Inc. · CRD 14503 |
| Mikiel R. Featherston | 1885948 | VSR Financial Services Inc. · CRD 14503 |
| Lisa Allen | 1198978 | VSR Financial Services Inc. · CRD 14503 |
| Alvery A. Bartlett Jr. | 13975 | Berthel Fisher and Company Financial Services Inc. · CRD 13609 |
| Andrew J. Crabb | 3077317 | Geneos Wealth Management · CRD 120894 |
| William M. Conroy III | 1345235 | VSR Financial Services Inc. · CRD 14503 |
| Richard M. Braverman | 1023227 | Geneos Wealth Management Inc. · CRD 120894 |
| Samuel R. Monchik | 4113886 | Geneos Wealth Management Inc. · CRD 120894 |
| Brian M. Borakowski | 4093679 | Berthel Fisher and Company Financial Services Inc. · CRD 13609 |
| Charles E. Ohara | 735399 | Symetra Investment Services Inc. · CRD 19061 |
| Charles R. Elhoff Jr. | 76936 | VSR Financial Services Inc. · CRD 14503 |
| Charles R. Fischer | 1186289 | IMS Securities Inc. · CRD 35567 |
| Cheri L. Johnson | 2823107 | Kaiser and Company · CRD 14186 |
| Christopher I. Hall | 4654096 | QA3 Financial Corp. · CRD 14754 |
| Charles R. Bigbie III | 1158301 | Geneos Wealth Management Inc. · CRD 120894 |
| Denton L. Smith | 427316 | Geneos Wealth Management Inc. · CRD 120894 |
| Elizabeth R. Huckeby | 4061056 | QA3 Financial Corp. · CRD 14754 |
| Eric P. Weschke | 2486324 | Alternative Wealth Strategies · CRD 130933 |
| FW Libardono Jr | 706551 | Investors Capital Corp. · CRD 30613 |
| Gary D. Gray | 4171086 | Newbridge Securities Corporation · CRD 104065 |
| Gary C. Haack | 2796834 | WFG Investments Inc. · CRD 22704 |
| Gene L. Fahlsing | 1285592 | Capital Financial Services Inc. · CRD 8408 |
| Gregory L. Gibson | 4348507 | Investors Capital Corp. · CRD 30613 |
| Gregory S. Kuras | 1444445 | American Portfolios Financial Services · CRD 18487 |
| James O. Conaway | 1920946 | QA3 Financial Services · CRD 14754 |
| James R. Slacke | 1531064 | Centaurus Financial Inc. · CRD 30833 |
| Jason A. McGinty | 4499263 | Centaurus Financial Inc. · CRD 30833 |
| Jason D. Waxler | 1756279 | American Portfolios Financial Services · CRD 18487 |
| John J. Herrod | 5626076 | Berthel Fisher and Company Financial Services Inc · CRD 13609 |
| Jay A. Wallinger | 2407056 | VSR Financial Services Inc. · CRD 14503 |
| Jeffrey G. Meyers | 2192759 | QA3 Financial Corp. · CRD 14754 |
| James D. Phelan | 362251 | IMS Securities Inc. · CRD 35567 |
| James R. Kennedy | 1961588 | VSR Financial Services Inc. · CRD 14503 |
| John D. Crockett | 1463224 | Centaurus Financial Inc. · CRD 30833 |
| John H. Towers | 700221 | VSR Financial Services Inc. · CRD 14503 |
| John T. Lady | 2045202 | VSR Financial Services Inc. · CRD 14503 |
| Steven D. Kaestner | 2844064 | VSR Financial Services Inc. · CRD 14503 |
| Michael H. Cunningham | 2499939 | VSR Financial Services Inc. · CRD 14503 |
| Karl F. Frank | 4769985 | Geneos Walth Management Inc. · CRD 120894 |
| Kenneth W. Finnell | 1184110 | Newport Coast Securities Inc. · CRD 16944 |
| Kevin N. Nevin | 2460059 | VSR Financial Services Inc. · CRD 14503 |
| Kraig W. Killough | 2463476 | EDI Financial Inc. · CRD 15699 |
| Kimberly A. Barry | 4790882 | TNP Securities LLC · CRD 149178 |
| Lawrence Smith | 2378563 | Investors Capital Corp. · CRD 30613 |
| Lawrence Breen III | 1333876 | VSR Financial Services Inc. · CRD 14503 |
| Linda S. Collier | 1304049 | VSR Financial Services Inc. · CRD 14503 |
| Not reported |
Source: Form D, filed Mar 15, 2011. 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 |
|---|---|
| Todd F Etter | Executive |
| Hollis M Greenlaw | Executive |
| Hillary Hagan | Executive |
| Cara D Obert | Executive |
| Ben L Wissink | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
1301 Municipal Way Suite 100
Grapevine, TX, 76051
Grapevine, TX, 76051