Form D · Commercial

VINTAGE, DST

Aliso Viejo, CA · CIK 0001924699

Offering snapshot reported Mar 6, 2023 · SEC filing

Reported sold
$16.4M
Offering amount: $88M
Investors reported
51
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 12, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.18M$16.4MApr 22, 2022: $16,356,333.00Apr 22, 2022Mar 6, 2023: $16,356,333.00Mar 6, 2023

Dates 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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 6, 2023Amendment$16,356,333$0vs Apr 22, 202251SEC filing
Apr 22, 2022Initial$16,356,333No comparison51SEC filing

Offering details

Securities
Equity, Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$7.92M
Finders' fees
$0
Form D file number
021-442926
BENEFICIAL INTERESTS IN A DELAWARE STATUTORY TRUST REFLECTING BENEFICIAL INTERESTS IN REAL ESTATE.
TOTAL COMMISSIONS AND FEES THAT WILL BE PAID IF ALL SECURITIES ARE SOLD AND ALL COMMISSIONS PAID.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
DAVID CLARK283604CLARK WEALTH STRATEGIES, INC. · CRD 146090
MARK CREASON6617847EMERSON EQUITY LLC · CRD 130032
JEFFREY NOARD1983392EMERSON EQUITY LLC · CRD 130032
ROBERT BOGGESS5007422GREAT POINT CAPITAL LLC · CRD 114203
BRIAN NELSON5065593EMERSON EQUITY LLC · CRD 130032
EDWARD KASPERAVICH4970038STONECREST CAPITAL MARKETS, INC. · CRD 39616
DEBORAH STACKPOLE4969850STONECREST CAPITAL MARKETS, INC. · CRD 39616
ROBERT ZINK5105262WHITEHALL-PARKER SECURITIES, INC. · CRD 10608
ADAM SHIPLEY6482848EMERSON EQUITY LLC · CRD 130032
IAN MCELREATH4754181EMERSON EQUITY LLC · CRD 130032
JOSHUA CHAPIN5825638EMERSON EQUITY LLC · CRD 130032
SAM BHUSHAN4884717CABIN SECURITIES, INC. · CRD 137608
DARREN WHISSEN4716755LINK ALTS CAPITAL, LLC · CRD 309956
ROBERT PALU7407288EMERSON EQUITY LLC · CRD 130032
TIMOTHY SHERER833618EMERSON EQUITY LLC · CRD 130032
RYAN SHERER5952617EMERSON EQUITY LLC · CRD 130032
STEVEN SIMS6965001GREAT POINT CAPITAL LLC · CRD 114203
ROGER BOWLIN1905652AURORA SECURITIES · CRD 46147
RYAN FINCH6379871EMERSON EQUITY LLC · CRD 130032
ERIC BELL7015161EMERSON EQUITY LLC · CRD 130032
EDWARD FERNANDEZ2956661CAPULENT LLC · CRD 155155
MICHAEL GHIRARDO7314050EMERSON EQUITY LLC · CRD 130032
KIM KUNZ718618WESTPARK CAPITAL, INC. · CRD 39914
CHRISTOPHER MILLER4044818EMERSON EQUITY LLC · CRD 130032
MARILEE HILL2768544EMERSON EQUITY LLC · CRD 130032
PETER KALMUS1522531IBN FINANCIAL SERVICES, INC. · CRD 42360
JOHN FLAVIN2608305IBN FINANCIAL SERVICES, INC. · CRD 42360
STEPHEN DAVIS1015132SAFE HARBOR ASSET MANAGEMENT, INC. · CRD 124787
JOSEPH VESEY7419287CLARK WEALTH STRATEGIES, INC. · CRD 146090
JOHN PAUL LEDESMA2379751EMERSON EQUITY LLC · CRD 130032
MICHAEL FRAGER1230622WILLOW COVE INVESTMENT GROUP, INC. · CRD 107824
John Paul Harvey4227692Wealthforge Securities, LLC · CRD 152550

Source: Form D, filed Mar 6, 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.

People and organizations reported in Form D filings
NameReported 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