Form D · Other Real Estate

Watermark Lodging Investors, LLC

Chicago, IL · CIK 0001744194

Offering snapshot reported Apr 23, 2019 · SEC filing

Reported sold
$13.1M
Offering amount: $250M
Investors reported
96
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jul 12, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.57M$13.1MJul 25, 2018: $10,000.00Jul 25, 2018Aug 13, 2018: $100,000.00Sep 11, 2018: $1,100,000.00Sep 11, 2018Oct 25, 2018: $4,085,325.00Dec 3, 2018: $5,203,325.00Dec 3, 2018Apr 23, 2019: $13,138,325.00Apr 23, 2019

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$5,203,325 → $13,138,325
  • Reported investors22 → 96

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 23, 2019Amendment$13,138,325$7,935,000vs Dec 3, 201896SEC filing
Dec 3, 2018Amendment$5,203,325$1,118,000vs Oct 25, 201822SEC filing
Oct 25, 2018Amendment$4,085,325$4,075,325vs Jul 25, 201810SEC filing
Sep 11, 2018Amendment$1,100,000$1,000,000vs Aug 13, 20182SEC filing
Aug 13, 2018Amendment$100,000$90,000vs Jul 25, 20181SEC filing
Jul 25, 2018Initial$10,000No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$933K
Finders' fees
$0
Form D file number
021-317691
Total offering amount may be increased to $300,000,000 in issuer's discretion.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
n/aNoneBerthel Fisher & Company Financial Services, Inc. · CRD 13609

Source: Form D, filed Apr 23, 2019. 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
Michael G Medzigian Executive, Promoter
Gil J Murillo Promoter
Samuel C Zinsmaster Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
150 North Riverside Plaza Suite 4200
Chicago, IL, 60606