Data / Form D filings / Herzer Financial Mortgage REIT LLC
Herzer Financial Mortgage REIT LLC: Form D filing
Herzer Financial Mortgage REIT LLC, a real estate finance company in Sacramento, CA, filed a Form D with the SEC in 2023. The latest, on November 29, 2023, reports an offering of $125,000 with nothing sold yet to 125 investors.
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Company details from the filing
- Address
- 2208 29TH STREET, SUITE 100, Sacramento, CA, 95817
- Phone
- (916) 617-2221
- Industry
- REITS and Finance
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Year incorporated
- 2023
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2002193
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Nov 29, 2023 | New notice | $125,000 | $0 | $125,000 | 125 | Oct 30, 2023 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| David K. Herzer | Executive Officer, Director, Promoter | |
| Nancy K. Gann | Executive Officer, Director, Promoter | |
| Tony K. Ingoglia | Executive Officer, Director, Promoter | |
| Paul K. Cotter | Executive Officer, Director, Promoter | |
| Adham K. Sbeih | Executive Officer, Director, Promoter |
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Every Form D from the week of Nov 27, 2023 · All recent filings in California · All recent REITS and Finance filings
Read from SEC EDGAR. Amount sold is what Herzer Financial Mortgage REIT LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.