Form D · Residential
Waypoint Development Fund, LLC
Stamford, CT · CIK 0001772694
Offering snapshot reported Apr 9, 2021 · SEC filing
- Reported sold
- $7.72M Offering amount: $50M
- Investors reported
- 82 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Jul 31, 2019 As reported in this filing
Fundraising history
Reported soldDates 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$921,150 → $7,724,950
- Reported investors9 → 82
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 9, 2021 | Amendment | $7,724,950 | $6,803,800vs Apr 7, 2020 | 82 | SEC filing |
| Apr 7, 2020 | Amendment | $921,150 | No comparison | 9 | SEC filing |
| Apr 11, 2019 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $5M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-336988
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Waypoint Direct Investments, LLC | 132475 | |
| Bradley Merritt Epstein | 4904999 | International Assets Advisory, LLC · CRD 10645 |
| Craig Murchison McDaniel | 1087979 | Capital Investment Group, Inc. · CRD 14752 |
| Craig Murchison McDaniel Jr. | 6010161 | Capital Investment Group, Inc. · CRD 14752 |
| Centaurus Financial, Inc. | 30833 | |
| Mark Morelle Headrick | 1045376 | Dempsey Lord Smith, LLC · CRD 141238 |
| Michael David Kolacz | 2566829 | International Assets Advisory, LLC · CRD 10645 |
| Eldridge Michael Bourque Jr. | 6342308 | Alexander Capital, L.P. · CRD 40077 |
| Roger Allan Roemmich | 1293322 | Dempsey Lord Smith, LLC · CRD 141238 |
| Kenneth Joseph Arena | 6997 | Newbridge Securities Corporation · CRD 104065 |
| Dustin L. Bench | 4643563 | Purshe Kaplan Sterling Investments · CRD 35747 |
| Justin Coy Jacobs | 4268827 | Purshe Kaplan Sterling Investments · CRD 35747 |
| Louis Cosmos Ciliberti | 2074634 | Purshe Kaplan Sterling Investments · CRD 35747 |
| George Flurence Crowley | 1157117 | Purshe Kaplan Sterling Investments · CRD 35747 |
| Michael John Harrington | 3162983 | Purshe Kaplan Sterling Investments · CRD 35747 |
| Daniel M. King | 5954543 | Benchmark Investments, Inc. · CRD 103792 |
| John B. Balmer | 4569902 | Benchmark Investments, Inc. · CRD 103792 |
| Kevin L. Schneider | 860086 | Berthel, Fisher & Company Financial Services, Inc. · CRD 13609 |
| Gary Charles Shepard | 302651 | Calton & Associates, Inc. · CRD 20999 |
Source: Form D, filed Apr 9, 2021. 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 |
|---|---|
| Jonathan Brundige | Executive |
| Richard Cleaver | Executive |
| Eric Hade | Executive |
| Scott Lawlor | Executive |
| Pamela Linden | Executive |
| Andrew Richardson | Executive |
| Waypoint Residential, Llc Waypoint Residential, Llc | Promoter |
| Wp Development Fund I Gp Holdings, Llc Wp Development Fund I Gp Holdings, Llc | Promoter |
| Wp Development Fund I Gp, Llc Wp Development Fund I Gp, Llc | Promoter |
Issuer details
Industry: Residential (See others in industry)
Address:
9 West Broad Street, Suite 800
Stamford, CT, 06902
Stamford, CT, 06902