Form D · Commercial
West Jefferson NC Portfolio, DST
Philadelphia, PA · CIK 0002011853
Offering snapshot reported May 22, 2024 · SEC filing
- Reported sold
- $3.74M Offering amount: $6.16M
- Investors reported
- 29 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Feb 22, 2024 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 22, 2024 | Initial | $3,742,878 | No comparison | 29 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $585K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-514026
Beneficial interests in a Delaware Statutory Trust
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Emerson Equity LLC | 130032 |
Source: Form D, filed May 22, 2024. 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 |
|---|---|
| Jacob Ramage | Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:
2929 Walnut Street Suite 1520
Philadelphia, PA, 19104
Philadelphia, PA, 19104