|
|
D/A |
2022-01-05 14:45:13 UTC |
- Amount To Be Raised
- $582,998,205
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Rob Johnson, Clay Schmidt, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, Drew Reynolds, William Colvett, Kestra Investment Services, LLC, Guy Anthony Harrigan, James B. Teegarden, Gregory J. Richards, Chay Lapin, Lincoln Financial Advisors Corp, John Doane, Jason Stone, Jonathan Browning, Joseph Fraser, Purshe Kaplan Sterling Investments, Inc., Emerson Equity LLC, Tim Couch, Jeffrey D. Lewis, Eugene T. Cindrich, Ameriprise Financial Services, LLC, Mark A. Townsend, Jody Balmer, Eric Lyon, Alex Madden, Nazeeh Aranki, Concorde Investment Services, LLC, Quinn Morimoto, Jason Salmon, Gary G. Benson, Assaf Pinchas, Timothy Canty, Derek Su, Kyle Kadish, Ronald N. York, Robert Patrick Webb, Adam Gallegos, David Gottlieb, and Lincoln Financial Securities Corporation
- CIK Number
- 0001830097
- Filed Document
- 0001830097-22-000001
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2022-01-05 14:45:13 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-11-10 14:59:21 UTC |
- Amount To Be Raised
- $546,576,288
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Rob Johnson, Clay Schmidt, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, Drew Reynolds, William Colvett, Kestra Investment Services, LLC, Guy Anthony Harrigan, James B. Teegarden, Gregory J. Richards, Chay Lapin, Lincoln Financial Advisors Corp, John Doane, Jason Stone, Jonathan Browning, Joseph Fraser, Purshe Kaplan Sterling Investments, Inc., Emerson Equity LLC, Tim Couch, Jeffrey D. Lewis, Eugene T. Cindrich, Ameriprise Financial Services, LLC, Mark A. Townsend, Jody Balmer, Eric Lyon, Alex Madden, Nazeeh Aranki, Concorde Investment Services, LLC, Quinn Morimoto, Jason Salmon, Gary G. Benson, Assaf Pinchas, Timothy Canty, Derek Su, Kyle Kadish, Ronald N. York, Robert Patrick Webb, Adam Gallegos, David Gottlieb, and Lincoln Financial Securities Corporation
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000023
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-11-10 14:59:21 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-10-28 13:36:10 UTC |
- Amount To Be Raised
- $525,122,312
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Rob Johnson, Clay Schmidt, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, Drew Reynolds, William Colvett, Kestra Investment Services, LLC, Guy Anthony Harrigan, James B. Teegarden, Gregory J. Richards, Chay Lapin, Lincoln Financial Advisors Corp, John Doane, Bruce Bessner, Jason Stone, Jonathan Browning, Joseph Fraser, David Boren, Brian Bessner, Purshe Kaplan Sterling Investments, Inc., Emerson Equity LLC, Tim Couch, Jeffrey D. Lewis, Eugene T. Cindrich, Ameriprise Financial Services, LLC, Mark A. Townsend, Jody Balmer, Eric Lyon, Alex Madden, Nazeeh Aranki, Concorde Investment Services, LLC, Quinn Morimoto, Jason Salmon, Gary G. Benson, Assaf Pinchas, Timothy Canty, Derek Su, Kyle Kadish, Ronald N. York, Robert Patrick Webb, Thomas H. Curry, and Adam Gallegos
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000022
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-10-28 13:36:10 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-10-14 12:17:31 UTC |
- Amount To Be Raised
- $353,659,618
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Rob Johnson, Clay Schmidt, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, Drew Reynolds, William Colvett, Kestra Investment Services, LLC, Guy Anthony Harrigan, James B. Teegarden, Gregory J. Richards, Chay Lapin, Lincoln Financial Advisors Corp, John Doane, Bruce Bessner, Jason Stone, Jonathan Browning, Joseph Fraser, David Boren, Brian Bessner, Purshe Kaplan Sterling Investments, Inc., Emerson Equity LLC, Tim Couch, Jeffrey D. Lewis, Eugene T. Cindrich, Ameriprise Financial Services, LLC, Mark A. Townsend, Jody Balmer, Eric Lyon, Alex Madden, Nazeeh Aranki, Concorde Investment Services, LLC, Quinn Morimoto, Jason Salmon, Gary G. Benson, Assaf Pinchas, Timothy Canty, Derek Su, Kyle Kadish, Ronald N. York, Robert Patrick Webb, and Thomas H. Curry
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000021
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-10-14 12:17:31 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-09-30 12:57:16 UTC |
- Amount To Be Raised
- $350,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Rob Johnson, Clay Schmidt, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, Drew Reynolds, William Colvett, Kestra Investment Services, LLC, Guy Anthony Harrigan, James B. Teegarden, Gregory J. Richards, Chay Lapin, Lincoln Financial Advisors Corp, John Doane, Bruce Bessner, Jason Stone, Jonathan Browning, Joseph Fraser, David Boren, Brian Bessner, Purshe Kaplan Sterling Investments, Inc., Emerson Equity LLC, Tim Couch, Jeffrey D. Lewis, Eugene T. Cindrich, Ameriprise Financial Services, LLC, Mark A. Townsend, Jody Balmer, Eric Lyon, Alex Madden, Nazeeh Aranki, Concorde Investment Services, LLC, Quinn Morimoto, Jason Salmon, Gary G. Benson, Assaf Pinchas, and Timothy Canty
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000020
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-09-30 12:57:16 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-09-16 12:23:41 UTC |
- Amount To Be Raised
- $350,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Rob Johnson, Clay Schmidt, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, Drew Reynolds, William Colvett, Kestra Investment Services, LLC, Guy Anthony Harrigan, James B. Teegarden, Gregory J. Richards, Chay Lapin, Lincoln Financial Advisors Corp, John Doane, Bruce Bessner, Jason Stone, Jonathan Browning, Joseph Fraser, David Boren, Brian Bessner, Purshe Kaplan Sterling Investments, Inc., Emerson Equity LLC, Tim Couch, Jeffrey D. Lewis, Eugene T. Cindrich, Ameriprise Financial Services, LLC, Mark A. Townsend, Jody Balmer, Eric Lyon, Alex Madden, Nazeeh Aranki, and Concorde Investment Services, LLC
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000019
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-09-16 12:23:41 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-09-02 09:56:31 UTC |
- Amount To Be Raised
- $249,810,453
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Rob Johnson, Clay Schmidt, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, David O'Brien, Drew Reynolds, William Colvett, Kestra Investment Services, LLC, Guy Anthony Harrigan, James B. Teegarden, Gregory J. Richards, Chay Lapin, Lincoln Financial Advisors Corp, John Doane, Bruce Bessner, Jason Stone, Jonathan Browning, Joseph Fraser, David Boren, Brian Bessner, Purshe Kaplan Sterling Investments, Inc., Emerson Equity LLC, Tommy Thompson, Tim Couch, Jeffrey D. Lewis, Eugene T. Cindrich, Ameriprise Financial Services, LLC, Mark A. Townsend, Jody Balmer, and Eric Lyon
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000018
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-09-02 09:56:31 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-08-20 12:12:17 UTC |
- Amount To Be Raised
- $245,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Rob Johnson, Clay Schmidt, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, David O'Brien, Drew Reynolds, William Colvett, Kestra Investment Services, LLC, Guy Anthony Harrigan, James B. Teegarden, Gregory J. Richards, Chay Lapin, Lincoln Financial Advisors Corp, John Doane, Bruce Bessner, Jason Stone, Jonathan Browning, Joseph Fraser, David Boren, Brian Bessner, Purshe Kaplan Sterling Investments, Inc., Emerson Equity LLC, Tommy Thompson, Tim Couch, Jeffrey D. Lewis, Eugene T. Cindrich, Ameriprise Financial Services, LLC, Mark A. Townsend, Jody Balmer, and Eric Lyon
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000017
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-08-20 12:12:17 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-08-05 12:42:28 UTC |
- Amount To Be Raised
- $245,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Rob Johnson, Clay Schmidt, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, David O'Brien, Drew Reynolds, William Colvett, Kestra Investment Services, LLC, Guy Anthony Harrigan, James B. Teegarden, Gregory J. Richards, Chay Lapin, Lincoln Financial Advisors Corp, John Doane, Bruce Bessner, Jason Stone, Jonathan Browning, Joseph Fraser, David Boren, Brian Bessner, Purshe Kaplan Sterling Investments, Inc., Emerson Equity LLC, Tommy Thompson, Tim Couch, Jeffrey D. Lewis, Eugene T. Cindrich, and Ameriprise Financial Services, LLC
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000016
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-08-05 12:42:28 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-07-22 09:43:48 UTC |
- Amount To Be Raised
- $245,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Rob Johnson, Clay Schmidt, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, David O'Brien, Drew Reynolds, William Colvett, Kestra Investment Services, LLC, Guy Anthony Harrigan, James B. Teegarden, Gregory J. Richards, Chay Lapin, Lincoln Financial Advisors Corp, John Doane, Bruce Bessner, Jason Stone, Jonathan Browning, Joseph Fraser, David Boren, Brian Bessner, Purshe Kaplan Sterling Investments, Inc., Emerson Equity LLC, Emily Chan, Chi H. Kim, Shelby G. Fink, Mark Sievert, Tommy Thompson, and Tim Couch
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000015
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-07-22 09:43:48 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-07-08 10:00:21 UTC |
- Amount To Be Raised
- $182,602,672
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Rob Johnson, Clay Schmidt, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, David O'Brien, Drew Reynolds, William Colvett, Kestra Investment Services, LLC, Guy Anthony Harrigan, James B. Teegarden, Gregory J. Richards, Chay Lapin, Lincoln Financial Advisors Corp, John Doane, Bruce Bessner, Jason Stone, Jonathan Browning, Joseph Fraser, David Boren, Brian Bessner, Purshe Kaplan Sterling Investments, Inc., and Emerson Equity LLC
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000014
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-07-08 10:00:21 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-06-24 09:56:56 UTC |
- Amount To Be Raised
- $180,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Timothy Sherer, Ryan Sherer, Rob Johnson, Clay Schmidt, Sudhir Pai, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, David O'Brien, Drew Reynolds, Salvadore Salvo, Michael MacDougal, William Colvett, Kestra Investment Services, LLC, Guy Anthony Harrigan, James B. Teegarden, Gregory J. Richards, Chay Lapin, Lincoln Financial Advisors Corp, John Doane, Bruce Bessner, Ehud Gersten, Jason Stone, Kevin Rex, and Tony Barouti
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000013
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-06-24 09:56:56 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-06-10 13:10:10 UTC |
- Amount To Be Raised
- $180,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Timothy Sherer, Ryan Sherer, Rob Johnson, Clay Schmidt, Sudhir Pai, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, David O'Brien, Drew Reynolds, Salvadore Salvo, Michael MacDougal, William Colvett, Kestra Investment Services, LLC, Guy Anthony Harrigan, James B. Teegarden, Gregory J. Richards, Chay Lapin, Lincoln Financial Advisors Corp, John Doane, Bruce Bessner, and Ehud Gersten
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000012
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-06-10 13:10:10 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-05-27 10:08:47 UTC |
- Amount To Be Raised
- $180,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Timothy Sherer, Ryan Sherer, Rob Johnson, Clay Schmidt, Sudhir Pai, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, David O'Brien, Drew Reynolds, Salvadore Salvo, Michael MacDougal, William Colvett, Kestra Investment Services, LLC, Guy Anthony Harrigan, James B. Teegarden, Gregory J. Richards, Chay Lapin, Lincoln Financial Advisors Corp, and John Doane
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000011
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-05-27 10:08:47 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-05-13 09:53:34 UTC |
- Amount To Be Raised
- $180,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Timothy Sherer, Ryan Sherer, Rob Johnson, Clay Schmidt, Sudhir Pai, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, David O'Brien, Drew Reynolds, Salvadore Salvo, Michael MacDougal, William Colvett, Kestra Investment Services, LLC, Guy Anthony Harrigan, James B. Teegarden, Gregory J. Richards, Chay Lapin, and Lincoln Financial Advisors Corp
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000010
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-05-13 09:53:34 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-04-29 09:47:39 UTC |
- Amount To Be Raised
- $180,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Timothy Sherer, Ryan Sherer, Rob Johnson, Clay Schmidt, Sudhir Pai, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, Joseph W. Brezden, Michael J. Brezden, David O'Brien, Drew Reynolds, Salvadore Salvo, Michael MacDougal, William Colvett, Kestra Investment Services, LLC, John Bussa, Dean Clemons, Guy Anthony Harrigan, and James B. Teegarden
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000009
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-04-29 09:47:39 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-04-15 13:38:32 UTC |
- Amount To Be Raised
- $180,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Timothy Sherer, Ryan Sherer, Rob Johnson, Clay Schmidt, Sudhir Pai, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, Joseph W. Brezden, Michael J. Brezden, David O'Brien, Drew Reynolds, Salvadore Salvo, Michael MacDougal, William Colvett, Kestra Investment Services, LLC, John Bussa, and Dean Clemons
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000008
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-04-15 13:38:32 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-04-01 10:19:41 UTC |
- Amount To Be Raised
- $180,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Timothy Sherer, Ryan Sherer, Rob Johnson, Clay Schmidt, Sudhir Pai, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Independent Financial Group, LLC, Joseph W. Brezden, Michael J. Brezden, David O'Brien, Drew Reynolds, Salvadore Salvo, Michael MacDougal, William Colvett, and Kestra Investment Services, LLC
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000007
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-04-01 10:19:41 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-03-18 14:10:26 UTC |
- Amount To Be Raised
- $180,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Timothy Sherer, Ryan Sherer, Rob Johnson, Clay Schmidt, Sudhir Pai, Vijay Krishnaswamy, Amanda Steele, Betty Friant, David B. Levinson, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Matthew Carbray, Michael J. Velin, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Stacey Morimoto, Jason Finley, Barry Levan, Blake V. Barnett, Marc Zaro, Gerard P. Gloisten, Michael Hyser, and Independent Financial Group, LLC
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000006
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-03-18 14:10:26 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-03-04 14:26:29 UTC |
- Amount To Be Raised
- $180,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Timothy Sherer, Ryan Sherer, Rob Johnson, Clay Schmidt, Sudhir Pai, Vijay Krishnaswamy, Amanda Steele, Betty Friant, David B. Levinson, Richard L. Wagner, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Matthew Carbray, Michael J. Velin, Amrish N. Patel, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, Edward Fernandez, Jeffrey Senglaub, Stacey Morimoto, Jason Finley, Barry Levan, and Blake V. Barnett
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000005
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-03-04 14:26:29 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-02-18 14:11:45 UTC |
- Amount To Be Raised
- $180,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Timothy Sherer, Ryan Sherer, Rob Johnson, Clay Schmidt, Sudhir Pai, Vijay Krishnaswamy, Amanda Steele, Betty Friant, David B. Levinson, Richard L. Wagner, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Matthew Carbray, Michael J. Velin, Amrish N. Patel, Cambridge Investment Research, Inc., DFPG Investments, LLC, Amr Tenney, and Edward Fernandez
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000004
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-02-18 14:11:45 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-02-05 12:48:28 UTC |
- Amount To Be Raised
- $180,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Timothy Sherer, Ryan Sherer, Rob Johnson, Clay Schmidt, Sudhir Pai, Vijay Krishnaswamy, Amanda Steele, Betty Friant, David B. Levinson, Richard L. Wagner, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Matthew Carbray, Michael J. Velin, Amrish N. Patel, Cambridge Investment Research, Inc., DFPG Investments, LLC, and Amr Tenney
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000003
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-02-05 12:48:28 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-01-22 09:59:09 UTC |
- Amount To Be Raised
- $180,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Timothy Sherer, Ryan Sherer, Rob Johnson, Clay Schmidt, Sudhir Pai, Vijay Krishnaswamy, Amanda Steele, Betty Friant, David B. Levinson, Richard L. Wagner, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Matthew Carbray, Michael J. Velin, Amrish N. Patel, Cambridge Investment Research, Inc., and DFPG Investments, LLC
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000002
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-01-22 09:59:09 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-01-07 13:59:21 UTC |
- Amount To Be Raised
- $180,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Timothy Sherer, Ryan Sherer, Rob Johnson, Clay Schmidt, Sudhir Pai, Vijay Krishnaswamy, Amanda Steele, Betty Friant, David B. Levinson, Richard L. Wagner, Steven McNeilly, Ivan West, Jennifer Gorlaski, James Parry, Justin Kiehne, Kent A. Fitzpatrick, Jerry Dempsey, Carmen D. Marrone, Richard Chess, Brent Honea, Adam Shipley, Matthew Carbray, Michael J. Velin, Amrish N. Patel, Cambridge Investment Research, Inc., and DFPG Investments, LLC
- CIK Number
- 0001830097
- Filed Document
- 0001830097-21-000001
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-01-07 13:59:21 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2020-12-28 09:42:11 UTC |
- Amount To Be Raised
- $180,000,000
- Associated Brokers / Dealers
- Adam M. Carmel, Mark Herding, Jason Freeman, Timothy Sherer, Ryan Sherer, Rob Johnson, Clay Schmidt, Benjamin T. Newhouse, Sudhir Pai, Vijay Krishnaswamy, and Amanda Steele
- CIK Number
- 0001830097
- Filed Document
- 0001830097-20-000003
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2020-12-28 09:42:11 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2020-12-15 09:33:17 UTC |
- Amount To Be Raised
- $180,000,000
- Associated Brokers / Dealers
- Adam M. Carmel and Mark Herding
- CIK Number
- 0001830097
- Filed Document
- 0001830097-20-000002
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2020-12-15 09:33:17 UTC
- Type of Offering
- D/A
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D |
2020-10-28 10:00:25 UTC |
- Amount To Be Raised
- $180,000,000
- Associated Brokers / Dealers
- N/A
- CIK Number
- 0001830097
- Filed Document
- 0001830097-20-000001
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2020-10-28 10:00:25 UTC
- Type of Offering
- D
- Industry
- Other Real Estate
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|