Form D · REITS and Finance

Wakefield Capital Partners LP

Chevy Chase, MD · CIK 0001493380

Offering snapshot reported Jun 3, 2010 · SEC filing

Reported sold
Yet to sell
Offering amount: $350M
Investors reported
0
Form D · investor count
Minimum accepted
$10M
Reported outside-investor minimum
First sale
Yet to occur
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 3, 2010InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Other
Exemptions
06, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$8.25M (estimated)
Finders' fees
$0
Form D file number
021-142936
The General Partner is seeking aggregate capital commitments for up to $300 million of equity, but the General Partner may increase the targeted offering size to up to $350 million in capital commitments in its sole discretion.
Limited Partnership Interests
The Placement Agent will be entitled to 4% of the capital it raises up to $25 million, 3% of the capital it raises up to $100 million and 2% of the captal it raises in excess of $100 million, payable over a 5 year period.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Kalorama Capital, LLC104155

Source: Form D, filed Jun 3, 2010. 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
Sean P. Murphy Executive
Edward P. Nordberg, Jr. Executive
None Wakefield Healthcare Partners Llc Promoter
Daniel L. Willison, Jr. Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
2 Wisconsin Circle Suite 540
Chevy Chase, MD, 20815