Form D · Other Real Estate

Walton U. S. Land Fund 5, LP

Scottsdale, AZ · CIK 0001601708

Offering snapshot reported Mar 9, 2015 · SEC filing

Reported sold
$28.9M
Offering amount: $100M
Investors reported
379
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jul 3, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$14.4M$28.9MMar 4, 2014Feb 19, 2015: $0.00Mar 9, 2015: $28,898,450.00Mar 9, 2015

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.

  • Reported sold$0 → $28,898,450
  • Reported investors0 → 379

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 9, 2015Amendment$28,898,450$28,898,450vs Feb 19, 2015379SEC filing
Feb 19, 2015Amendment$0No comparison0SEC filing
Apr 28, 2014AmendmentYet to sellNo comparison0SEC filing
Mar 4, 2014InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$7M
Finders' fees
$0
Form D file number
021-212883

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Walton Securities, Inc.143763
1st Global Capital Corp.30349
American Portfolios Financial Services18487
Arrow Private Wealth166258
Ausdal Financial Partners7995
Austin Wealth Management, LLC172793
Biltmore Wealth Advisors, LLC165557
Capital Financial Services8408
Centaurus Financial Inc.30833
Clien One Securities, LLC152974
Coastal Equities, Inc.23769
Coastal Investment Advisors105243
Concierge Private Wealth Management, LLC152886
Concorde Investment Services, LLC151604
Cornerstone Investment Services129164
Crown Capital Securities LP6312
DH Hill Securities41528
EHD Advisory Services Inc.127155
First Financial Equity Corporation16507
Geneos Wealth Management120894
Girard Securities18697
IMS Securities Inc.35567
Investacorp., Inc.7684
JW Cole Financial Inc.124583
James Gilbert McClellan114230
Kaizen Financial Advisors, LLC155353
Kalos Capital Inc.44337
KDWallStreet Investment Advisors, LLC141204
LD Lowe Wealth Advisory136596
Mallard Financial Partners169009
Moloney Securities Co., LLC38535
Momentum Advisors, LLC159574
Money Concepts Capital Corp.12963
Newport Coast Securities Inc.16944
Private Group Wealth Management, LLC118231
ProEquities Inc.15708
Purshe Kaplan Sterling35747
Questar Capital Corporation43100
Richfield Orion International Inc.24433
RNB Wealth Management Group, LLC148994
Rowland Carmichael Advisors Inc.105766
Sagepoint Financial, Inc.133763
SCF Securities, Inc.47275
Securities America, Inc.10205
Strategic Financial Alliance Inc.126514
Summit Brokerage Services34643
Tital Securities131392
TransAM Securities, Inc.18923
Triad Advisors Inc.25803
United Planners Financial Services20804
WNA Wealth Advisors Inc.106792

Source: Form D, filed Mar 9, 2015. 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
Ed Fleming Director, Executive
Matthew M. Keister Director, Executive
Robert D. Leinbach Director
John Plastiras Director, Executive
Gordon A. Price Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
4800 N. Scottsdale Rd. Ste. 4000
Scottsdale, AZ, 85251