Form D · Commercial
UNIVERSITY PARK BERKELEY JV, LLC
Aliso Viejo, CA · CIK 0001807969
Offering snapshot reported Mar 30, 2020 · SEC filing
- Reported sold
- $11.2M Offering amount: $16.8M
- Investors reported
- 128 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 28, 2020 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 |
|---|---|---|---|---|---|
| Mar 30, 2020 | Initial | $11,202,225 | No comparison | 128 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.51M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-363908
TOTAL COMMISSIONS THAT WILL BE PAID IF ALL SECURITIES ARE SOLD AND ALL COMMISSIONS PAID.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| BRIAN NELSON | 5065593 | EMERSON EQUITY LLC · CRD 130032 |
| TIMOTHY SHERER | 833618 | EMERSON EQUITY LLC · CRD 130032 |
| RYAN SHERER | 5952617 | EMERSON EQUITY LLC · CRD 130032 |
| BRUCE BEETZ | 1527269 | EMERSON EQUITY LLC · CRD 130032 |
Source: Form D, filed Mar 30, 2020. 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 |
|---|---|
| Tanya Muro | Executive, Promoter |
| Blake Wettengel | Executive, Promoter |
Issuer details
Industry: Commercial (See others in industry)
Address:
130 Vantis Drive, Suite 170
Aliso Viejo, CA, 92656
Aliso Viejo, CA, 92656