Form D · Other Investment Fund
WALTON REIT HOLDINGS V, LLC
Chicago, IL · CIK 0001473984
Offering snapshot reported Oct 7, 2009 · SEC filing
- Reported sold
- $125M Offering amount: $250M
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Sep 25, 2009 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 |
|---|---|---|---|---|---|
| Oct 7, 2009 | Initial | $125,000,000 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- 06, 3C, 3C.1, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- Not reported
Source: Form D, filed Oct 7, 2009. 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 |
|---|---|
| Neil G. Bluhm | Executive |
| Luke G. Massar | Executive |
| Eric C. Mogentale | Executive |
| Jeffrey S. Quicksilver | Executive |
| Ira J. Schulman | Executive |
| K. Jay Weaver | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
900 North Michigan Avenue Suite 1900
Chicago, IL, 60611
Chicago, IL, 60611