Form D · Residential
Wiser Private Equity Real Estate LLC
Marietta, GA · CIK 0001573305
Offering snapshot reported Feb 26, 2014 · SEC filing
- Reported sold
- $1.9M Offering amount: $2M
- Investors reported
- 14 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Feb 8, 2013 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.
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 |
|---|---|---|---|---|---|
| Feb 26, 2014 | Amendment | $1,900,000 | $540,000vs Jul 29, 2013 | 14 | SEC filing |
| Feb 26, 2014 | Amendment | $1,900,000 | $0vs Feb 26, 2014 | 14 | SEC filing |
| Jul 29, 2013 | Initial | $1,360,000 | No comparison | 10 | SEC filing |
| Apr 1, 2013 | Initial | $950,000 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-200386
Offering is now closed...
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Casey T Smith | 4141592 |
Source: Form D, filed Feb 26, 2014. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
WISER PRIVATE EQUITY REAL ESTATE, LLC
Investment adviser: WISER WEALTH MANAGEMENT, INC
- Gross asset value
- $900K
- Beneficial owners
- 13
- ADV minimum commitment
- $10K
Reported in Form ADV on Jan 26, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
FRAZIER AND DEETER, CPA
PCAOB 215
Filing source
Form ADV 1595866 · Jan 26, 2022 · Schedule D 7.B.(1), fund 805-6302738464
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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 |
|---|---|
| Jay Michael Nelson | Executive |
| Casey Tyler Smith | Executive |
Issuer details
Industry: Residential (See others in industry)
Address:Marietta, GA, 30060