Form D · REITS and Finance
WSREF REIT, LLC
Greenwich, CT · CIK 0001560330
Offering snapshot reported Nov 7, 2012 · SEC filing
- Reported sold
- $125K Offering amount: $125K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Oct 25, 2012 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 |
|---|---|---|---|---|---|
| Nov 7, 2012 | Initial | $125,000 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund, Other
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6.25K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-186629
Series A Cumulative Non-Voting Preferred Stock
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Beck, Phyllis J. | 1020488 | H & L Equities, LLC · CRD 113794 |
| Harrison, Charles B. | 3071551 | H & L Equities, LLC · CRD 113794 |
| Whelchel, Patrick J. | 5389090 | H & L Equities, LLC · CRD 113794 |
| Harrison, Christopher Scott | 4981070 | H & L Equities, LLC · CRD 113794 |
| Mayfield, Lori D. | 4899271 | H & L Equities, LLC · CRD 113794 |
Source: Form D, filed Nov 7, 2012. 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 |
|---|---|
| Manager Wheelock Street Real Estate Fund, L.P. | Promoter |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
C/O Wheelock Street Capital Llc 52 Mason Street
Greenwich, CT, 06830
Greenwich, CT, 06830