Form D · Private Equity Fund

Wheat Self-Storage Partners I, LP

Fort Lauderdale, FL · CIK 0001672877

Offering snapshot reported Jun 14, 2016 · SEC filing

Reported sold
$3.64M
Offering amount: $5.07M
Investors reported
24
Form D · investor count
Minimum accepted
$25.4K
Reported outside-investor minimum
First sale
Apr 19, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.82M$3.64MApr 27, 2016: $101,400.00Apr 27, 2016Jun 14, 2016: $3,636,904.00Jun 14, 2016

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$101,400 → $3,636,904
  • Reported investors1 → 24

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 14, 2016Amendment$3,636,904$3,535,504vs Apr 27, 201624SEC filing
Apr 27, 2016Initial$101,400No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$156K
Finders' fees
$0
Form D file number
021-262125

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Jerry Boyette1835869Innovation Partners, LLC · CRD 146344
Harbor Light Securities, LLC130227Harbor Light Securities, LLC · CRD 130227

Source: Form D, filed Jun 14, 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.

People and organizations reported in Form D filings
NameReported role
Stephen Collins Executive, Promoter
C. J. Maier Executive, Promoter
Joseph D. Touizer Executive, Promoter
General Partner Wheat Capital Management, Llc Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Wheat Capital Management, Llc One Financial Plaza, 100 Se 3 Rd Avenue
Fort Lauderdale, FL, 33394