Form D · Commercial
Velocis Fund III REIT, LP
Dallas, TX · CIK 0001843763
Offering snapshot reported Feb 4, 2021 · SEC filing
- Reported sold
- $125K Offering amount: $125K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Jan 20, 2021 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 |
|---|---|---|---|---|---|
| Feb 4, 2021 | Initial | $125,000 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6.25K
- Finders' fees
- $0
- Form D file number
- 021-388482
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Charles B. Harrison | 3071551 | H & L Equities, LLC · CRD 113794 |
| Scott Harrison | 4981070 | H & L Equities, LLC · CRD 113794 |
| Patrick J. Whelchel | 5389090 | H & L Equities, LLC · CRD 113794 |
| Lori Mayfield | 4899271 | H & L Equities, LLC · CRD 113794 |
| Charles Mathes | 5980160 | H & L Equities, LLC · CRD 113794 |
Source: Form D, filed Feb 4, 2021. 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 |
|---|---|
| W. Frederick Hamm | Executive |
| Michael S. Lewis | Executive |
| David E. Seifert | Executive |
| Paul R. Smith | Executive |
| N/A Velocis Fund Iii Gp, Lp | Director |
| N/A Velocis Fund Iii Institutional, Lp | Director |
| N/A Velocis Fund Iii, Lp | Director |
| N/A Velocis Fund Iii Ugp, Llc | Director |
| N/A Velocis Management, Llc | Director |
| James E. Yoder | Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:
300 Crescent Court Suite 850
Dallas, TX, 75201
Dallas, TX, 75201