Form D · Residential
United Investments
Santiago, F3 · CIK 0001694023
Offering snapshot reported Jan 9, 2017 · SEC filing
- Reported sold
- $1.5M Indefinite offering
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 4, 2016 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 9, 2017 | Initial | $1,500,000 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-277982
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Hershey's Investments, LLC, Controller | 169651 |
Source: Form D, filed Jan 9, 2017. 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
UNITED INVESTMENTS
Investment adviser: HERSHEY'S INVESTMENTS, LLC
- Gross asset value
- $1.57M
- Beneficial owners
- 7
- ADV minimum commitment
- $100K
Reported in Form ADV on Jan 12, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 1813087 · Jan 12, 2024 · Schedule D 7.B.(1), fund 805-3235663263
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.
| Name | Reported role |
|---|---|
| Joshua Baird Hershey | Executive |
| N/A N/A Hershey's Investments, Llc | Executive |
Issuer details
Industry: Residential (See others in industry)
Address:Santiago, F3, 7770478