Form D · Commercial
VERSITY INCOME PROPERTY NOTES, LLC
Aliso Viejo, CA · CIK 0001989982
Offering snapshot reported Aug 17, 2023 · SEC filing
- Reported sold
- $555K Offering amount: $20M
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Aug 10, 2023 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 17, 2023 | Initial | $555,000 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.8M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-489949
TOTAL COMMISSIONS AND FEES THAT WILL BE PAID IF ALL SECURITIES ARE SOLD AND ALL COMMISSIONS EARNED.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| EDWARD FERNANDEZ | 2956661 | CAPULENT LLC · CRD 155155 |
| ROBERT PECHA | 5579770 | GREAT POINT CAPITAL LLC · CRD 114203 |
| TRAWNEGAN GALL | 6266415 | WEALTHFORGE SECURITIES, LLC · CRD 152550 |
Source: Form D, filed Aug 17, 2023. 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:
20 Enterprise, Suite 400
Aliso Viejo, CA, 92656
Aliso Viejo, CA, 92656