Form D · Residential

Watermark Sunbelt Fund I LP

Charleston, SC · CIK 0001769081

Offering snapshot reported Oct 24, 2019 · SEC filing

Reported sold
$12.2M
Offering amount: $30M
Investors reported
151
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Oct 12, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.09M$12.2MMar 27, 2019: $1,587,500.00Mar 27, 2019Oct 24, 2019: $12,187,500.00Oct 24, 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$1,587,500 → $12,187,500
  • Reported investors16 → 151

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 24, 2019Amendment$12,187,500$10,600,000vs Mar 27, 2019151SEC filing
Mar 27, 2019Initial$1,587,500No comparison16SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$125K (estimated)
Finders' fees
$0
Form D file number
021-335823
SDDCo. will receive a placement fee equal to 0.15% of the assets purchased.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
SDDCo. Brokerage Advisors LLC153563Thomas Carroll · CRD 4992661

Source: Form D, filed Oct 24, 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
Stewart Beal Executive
Thomas Carroll Executive
Ian Garcia Executive
John Nechiporcik Executive
Elan Ruggill Executive
Michael Schmansky Executive

Issuer details

Industry: Residential (See others in industry)

Address:
460 King Street Suite 200
Charleston, SC, 29403