Data / Form D filings / Waterstone San Marcos REIT, LLC
Waterstone San Marcos REIT, LLC: Form D filing
Waterstone San Marcos REIT, LLC, a real estate finance company in New York, NY, filed a Form D with the SEC in 2024. The latest, on November 29, 2024, reports $125,000 sold of a $125,000 offering to 125 investors.
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Company details from the filing
- Address
- 200 WEST STREET, New York, NY, 10282
- Phone
- (212) 902-1000
- 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), Investment Company Act section 3(c), section 3(c)(7)
- SEC identifier (CIK)
- 2046732
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Nov 29, 2024 | New notice | $125,000 | $125,000 | 125 | Nov 14, 2024 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Christopher E. Nelson | Executive Officer | |
| Katherine E. Bloom | Executive Officer | |
| Johanna Frivold Volpi | Executive Officer | |
| Daniel E. Alger | Executive Officer | |
| William Y. Eng | Executive Officer | |
| Michael Y. Watts | Executive Officer | |
| David E. Bell | Executive Officer | |
| Nora E. Creedon | Executive Officer | |
| Kirsten Frivold Imohiosen | Executive Officer | |
| Sherry E. Wang | Executive Officer | |
| Jeffrey M. Fine | Executive Officer | |
| Richard A. Friedman | Executive Officer | |
| Larry Frivold Kleinman | Executive Officer | |
| Oksana E. Beard | Executive Officer | |
| Ryan E. Kaplan | Executive Officer | |
| Daniel Y. Farrar | Executive Officer | |
| Andrew E. White | Executive Officer | |
| Dirk E. Degenaars | Executive Officer | |
| Christopher E. Monroe | Executive Officer | |
| Scott Y. Kilpatrick | Executive Officer | |
| Clayton Y. Wilmer | Executive Officer | |
| Getty Y. Chin | Executive Officer | |
| Laurie E. Schmidt | Executive Officer | |
| Carey Y. Ziegler | Executive Officer |
Other real estate finance companies in New York that filed recently
- Cohen & Steers Income Opportunities REIT, Inc. $15.6 million · Oct 28, 2026
- J.P. Morgan Real Estate Income Trust, Inc. $301.1 million · Oct 27, 2026
- Apollo Realty Income Solutions, Inc. $2.7 million · Oct 19, 2026
- BDT & MSD (T) III Credit REIT, LLC $125,000 · Oct 15, 2026
- ARROW PROPERTIES INC /NY offering · Oct 13, 2026
- J.P. Morgan REIT (US Plan) LLC offering · Oct 5, 2026
Every Form D from the week of Nov 25, 2024 · All recent filings in New York · All recent REITS and Finance filings
Read from SEC EDGAR. Amount sold is what Waterstone San Marcos 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.