Form D · Investing
Waypoint Montgomery Investors, LP
Stamford, CT · CIK 0001662065
Offering snapshot reported Jan 4, 2016 · SEC filing
- Reported sold
- $8.08M Offering amount: $8.08M
- Investors reported
- 56 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 9, 2015 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 4, 2016 | Initial | $8,075,000 | No comparison | 56 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $232K
- Finders' fees
- $0
- Form D file number
- 021-254349
Certain of the Related Persons identified in Item 3 are principals of the broker dealer which is affiliated with the Issuer and may receive, directly or indirectly, a portion of the sales commission paid by the Issuer.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Waypoint Direct Investments, LLC | 132475 |
Source: Form D, filed Jan 4, 2016. 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 |
|---|---|
| Scott Lawlor | Executive, Promoter |
| Linda H. Lewis | Executive, Promoter |
Issuer details
Industry: Investing (See others in industry)
Address:
C/O Waypoint Residential, Llc 2200 Atlantic St., Ste. 520
Stamford, CT, 06902
Stamford, CT, 06902