Form D · Other Real Estate
Wakefield Portfolio Funding I, LLC
Fairfield, CT · CIK 0001676092
Offering snapshot reported Jun 2, 2016 · SEC filing
- Reported sold
- $5.16M Offering amount: $5.16M
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $15K Reported outside-investor minimum
- First sale
- May 20, 2016 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 |
|---|---|---|---|---|---|
| Jun 2, 2016 | Initial | $5,160,000 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $258K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-264240
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Herbert J. Sims & Co. Inc. | 3420 |
Source: Form D, filed Jun 2, 2016. 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 |
|---|---|
| R. Jeffrey Sands | Director, Executive, Promoter |
| William B. Sims | Director, Executive, Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2150 Post Road, Suite 301
Fairfield, CT, 06824
Fairfield, CT, 06824