PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 23, 2026, 11:02 PM ET

Sponsor Check › Br Diversified › Issuer

BR Greylyn Portfolio, DST

Other · organized in DELAWARE · formed 2021 · NEW YORK, NY · SEC CIK 1864347

Part of sponsor group: Br Diversified (64 issuers, 102 filings) · grouped because: shared people, shared management entity, same business address · confidence 80% · Not the same sponsor? Request a correction

2Form D filings
$27,078,567max total sold reported
86investors (max reported)
2021–2021filing years
0new offerings, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: Jul 2, 2021 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

Not yet searched.

Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

Not yet searched.

Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No public statement by this issuer has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or its Form ADV) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this issuer yet.

5. Money to insiders and sales commissions

1 of 1 offering reports sales commissions totalling $3,307,987; 0 report finder's fees; 1 reports proceeds to related persons totalling $2,766,360.

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Jul 2, 2021 D/A
File 021-401157
$3,307,987$0$2,766,360
Organization & offering expenses of $229,456 + acquisition fee of $1,360,000 + bridge equity carry costs of $317,763 + $859,141 of closing costs
Bluerock Capital Markets LLC BrokerCheck CRD 136974 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Concorde Investment Services BrokerCheck CRD 151604 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
KALOS Capital, Inc. BrokerCheck CRD 44337 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Quint Capital Corporation BrokerCheck CRD 26586 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
NexTrend Securities, Inc. BrokerCheck CRD 43710 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Kovack Securities, Inc. BrokerCheck CRD 44848 ↗
RCX Capital Group BrokerCheck CRD 114290 ↗
Newbridge Securities Corporation BrokerCheck CRD 104065 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
World Equity Group, Inc. BrokerCheck CRD 29087 ↗
NPB Financial Group, LLC BrokerCheck CRD 137743 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Berthel, Fisher Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Hilltop Securities Inc. BrokerCheck CRD 6220 ↗
Wealthforge Securities, Inc. BrokerCheck CRD 152550 ↗
Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗
Alexander Capital, L.P. BrokerCheck CRD 40077 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗

As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Property records 0 documents · 0 ownership records · not yet checked

0 recorded documents and 0 ownership records matched to BR Greylyn Portfolio, DST in the sources searched.

Not found in sources searched (no on-demand check has run yet): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c); NYC PLUTO ownership via NYC Open Data (64uk-42ks); Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp); Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and ownership, refreshed monthly); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL, Harris County TX, Dallas County TX (assessor ownership and deed/sale records only); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:02 PM ET. Sources searched: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET · Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET · Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this issuer (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Counterparties that are not business entities are shown as "an individual (name withheld)"; residential addresses are never shown. Items still in human review are not shown.

Offerings (SEC Form D)

Each filing as reported by the issuer, newest first. Open a row for the full plain-English detail. D = original notice, D/A = amendment.

Offerings at a glance — 1 offering, 2 filings (one row per SEC file number)
File no.Original Form DLatest filingAmendmentsOffered (latest)Sold (latest)Industry (latest)
021-401157May 28, 2021 EDGAR ↗Jul 2, 2021 D/A EDGAR ↗1
latest Jul 2, 2021
$38,242,619$27,078,567Residential

Offerings are grouped by SEC file number; rows without a file number (not yet retrieved from EDGAR) are shown as their own offering until the link is fetched.

Jul 2, 2021 D/A Residential — $27,078,567 sold of $38,242,619 · 86 investors EDGAR ↗
FilingForm D/A (amendment) filed Jul 2, 2021 · amends 0001864347-21-000001 ↗
SEC file no. 021-401157 · accession 0001864347-21-000002 · filing 2 of 2 in this offering
Raise progress$27,078,567 sold of $38,242,619 offered (71%) · $11,164,052 remaining · first sale May 17, 2021
Filing timingDate of first sale: May 17, 2021 · Original Form D filed: May 28, 2021 (11 days after first sale) · This amendment (Form D/A) filed: Jul 2, 2021
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale1,986 days (5.4 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Jul 2, 2021. Most recent amendment for this offering in our index: this filing, Jul 2, 2021.
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors86 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredOther: Class 1 Beneficial Interests in a Delaware statutory trust
Entity detailsOrganized in DELAWARE · formed 2021 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryResidential
Who is paid to sell itBluerock Capital Markets LLC — FINRA BrokerCheck CRD 136974 ↗
Solicits in: All States

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: All States

Growth Capital Services, Inc. — FINRA BrokerCheck CRD 124658 ↗
Solicits in: All States

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: AZ, CA, CO, CT, FL, HI, MA, MS, MT, NC, NM, NV, NY, OK, OR, PA, TX, VA, WA

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, LA, MA, MD, ME, MI, MO, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV

Courtlandt Securities Corporation — FINRA BrokerCheck CRD 137356 ↗
Solicits in: AZ, CA, FL, MA, MI, NC, NV, TX, WA

Concorde Investment Services — FINRA BrokerCheck CRD 151604 ↗
Solicits in: All States

Whitehall-Parker Securities, Inc. — FINRA BrokerCheck CRD 10608 ↗
Solicits in: AZ, CA, CO, CT, GA, ID, MI, NJ, NM, NV, NY, OR, SC, TX, UT, VA, WA

KALOS Capital, Inc. — FINRA BrokerCheck CRD 44337 ↗
Solicits in: All States

Aurora Securities — FINRA BrokerCheck CRD 46147 ↗
Solicits in: AK, AZ, CA, CO, CT, FL, HI, ID, IN, LA, MD, MI, NE, NJ, OH, OR, TX, WA, WI

Quint Capital Corporation — FINRA BrokerCheck CRD 26586 ↗
Solicits in: AZ, CA, CO, CT, FL, GA, IA, ID, IN, LA, MA, MD, MS, MT, NC, NH, NJ, NY, OH, OK, PA, RI, TX, VA

National Securities Corporation — FINRA BrokerCheck CRD 7569 ↗
Solicits in: All States

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: All States

Arkadios Capital — FINRA BrokerCheck CRD 282710 ↗
Solicits in: All States

Purshe Kaplan Sterling Investments — FINRA BrokerCheck CRD 35747 ↗
Solicits in: All States

NexTrend Securities, Inc. — FINRA BrokerCheck CRD 43710 ↗
Solicits in: AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, ME, MI, MS, MT, NJ, NM, NV, NY, OH, OK, PA, SC, TX, UT, WA, WI

Great Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: All States

DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗
Solicits in: All States

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: All States

Kovack Securities, Inc. — FINRA BrokerCheck CRD 44848 ↗
Solicits in: All States

RCX Capital Group — FINRA BrokerCheck CRD 114290 ↗
Solicits in: All States

Newbridge Securities Corporation — FINRA BrokerCheck CRD 104065 ↗
Solicits in: All States

Independent Financial Group, LLC — FINRA BrokerCheck CRD 7717 ↗
Solicits in: All States

World Equity Group, Inc. — FINRA BrokerCheck CRD 29087 ↗
Solicits in: All States

NPB Financial Group, LLC — FINRA BrokerCheck CRD 137743 ↗
Solicits in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Colorado Financial Service Corporation — FINRA BrokerCheck CRD 104343 ↗
Solicits in: All States

Calton & Associates, Inc. — FINRA BrokerCheck CRD 20999 ↗
Solicits in: All States

International Assets Advisory, LLC — FINRA BrokerCheck CRD 10645 ↗
Solicits in: All States

Centaurus Financial, Inc. — FINRA BrokerCheck CRD 30833 ↗
Solicits in: All States

Berthel, Fisher Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: All States

Hilltop Securities Inc. — FINRA BrokerCheck CRD 6220 ↗
Solicits in: All States

Wealthforge Securities, Inc. — FINRA BrokerCheck CRD 152550 ↗
Solicits in: All States

Dempsey Lord Smith, LLC — FINRA BrokerCheck CRD 141238 ↗
Solicits in: All States

Alexander Capital, L.P. — FINRA BrokerCheck CRD 40077 ↗
Solicits in: All States

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: All States

Patrick Capital Markets, LLC — FINRA BrokerCheck CRD 16518 ↗
Solicits in: All States
Money to insidersSales commissions: $3,307,987 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $2,766,360
Issuer's note: Selling commission of up to 6% + marketing & due diligence expense allowance up to 1.25% + MBD fee of up to 1.4% of total sales of the interests · Issuer's note: Organization & offering expenses of $229,456 + acquisition fee of $1,360,000 + bridge equity carry costs of $317,763 + $859,141 of closing costs
Signed byJoshua M. Hoffman, President of the Sponsor (Jul 2, 2021)
Changes vs previous filing
  • total sold: $4,949,825 (May 28, 2021) → $27,078,567 (Jul 2, 2021)
  • remaining: $33,292,794 (May 28, 2021) → $11,164,052 (Jul 2, 2021)
  • investors: 17 (May 28, 2021) → 86 (Jul 2, 2021)
  • related persons added (Jul 2, 2021): Jordan B. Ruddy
  • related persons no longer listed (Jul 2, 2021): Jordan B. Rudy
  • sales-compensation recipients added (Jul 2, 2021): NPB Financial Group, LLC, Colorado Financial Service Corporation, Calton & Associates, Inc., International Assets Advisory, LLC, Centaurus Financial, Inc., Berthel, Fisher Company Financial Services, Inc., Hilltop Securities Inc., Wealthforge Securities, Inc., Dempsey Lord Smith, LLC, Alexander Capital, L.P., Crown Capital Securities, L.P., Patrick Capital Markets, LLC
Compared with the D filed May 28, 2021 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $25,000–$86,942.
Offering size: $38,242,619. Typical range: $1,675,000–$12,980,153.
Investors: 86. Typical range: 5–37.
"Similar" = Residential, Rule 506(b). Based on 4,183 Form D filings 2021–2026 in the same industry and exemption (Residential, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,262, offering size 3,986, investors 3,470. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
May 28, 2021 D Residential — $4,949,825 sold of $38,242,619 · 17 investors EDGAR ↗
FilingForm D filed May 28, 2021
SEC file no. 021-401157 · accession 0001864347-21-000001 · filing 1 of 2 in this offering
Raise progress$4,949,825 sold of $38,242,619 offered (13%) · $33,292,794 remaining · first sale May 17, 2021
Filing timingDate of first sale: May 17, 2021 · Form D filed: May 28, 2021 (11 days after first sale)
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Time since first sale1,986 days (5.4 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. Most recent amendment for this offering in our index: Jul 2, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors17 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredOther: Class 1 Beneficial Interests in a Delaware statutory trust
Entity detailsOrganized in DELAWARE · formed 2021 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryResidential
Who is paid to sell itBluerock Capital Markets LLC — FINRA BrokerCheck CRD 13697 ↗
Solicits in: All States

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: All States

Growth Capital Services, Inc. — FINRA BrokerCheck CRD 124658 ↗
Solicits in: All States

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: AZ, CA, CO, CT, FL, HI, MA, MS, MT, NC, NM, NV, NY, OK, OR, PA, TX, VA, WA

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, LA, MA, MD, ME, MI, MO, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV

Courtlandt Securities Corporation — FINRA BrokerCheck CRD 137356 ↗
Solicits in: AZ, CA, FL, MA, MI, NC, NV, TX, WA

Concorde Investment Services — FINRA BrokerCheck CRD 151604 ↗
Solicits in: All States

Whitehall-Parker Securities, Inc. — FINRA BrokerCheck CRD 10608 ↗
Solicits in: AZ, CA, CO, CT, GA, ID, MI, NJ, NM, NV, NY, OR, SC, TX, UT, VA, WA

KALOS Capital, Inc. — FINRA BrokerCheck CRD 44337 ↗
Solicits in: All States

Aurora Securities — FINRA BrokerCheck CRD 46147 ↗
Solicits in: AK, AZ, CA, CO, CT, FL, HI, ID, IN, LA, MD, MI, NE, NJ, OH, OR, TX, WA, WI

Quint Capital Corporation — FINRA BrokerCheck CRD 26586 ↗
Solicits in: AZ, CA, CO, CT, FL, GA, IA, ID, IN, LA, MA, MD, MS, MT, NC, NH, NJ, NY, OH, OK, PA, RI, TX, VA

National Securities Corporation — FINRA BrokerCheck CRD 7569 ↗
Solicits in: All States

Emerson equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: All States

Arkadios — FINRA BrokerCheck CRD 282710 ↗
Solicits in: All States

Purshe Kaplan Sterling Investments — FINRA BrokerCheck CRD 35747 ↗
Solicits in: All States

NexTrend Securities, Inc. — FINRA BrokerCheck CRD 43710 ↗
Solicits in: AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, ME, MI, MS, MT, NJ, NM, NV, NY, OH, OK, PA, SC, TX, UT, WA, WI

Great Point Capital LLC — FINRA BrokerCheck CRD 114204 ↗
Solicits in: All States

DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗
Solicits in: All States

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: All States

Kovack Securities, Inc. — FINRA BrokerCheck CRD 44848 ↗
Solicits in: All States

RCX Capital Group — FINRA BrokerCheck CRD 114290 ↗
Solicits in: All States

Newbridge Securities Corporation — FINRA BrokerCheck CRD 104065 ↗
Solicits in: All States

Independent Financial Group, LLC — FINRA BrokerCheck CRD 7717 ↗
Solicits in: All States

World Equity Group, Inc. — FINRA BrokerCheck CRD 29087 ↗
Solicits in: All States
Money to insidersSales commissions: $3,307,987 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $2,766,360
Issuer's note: Selling commission of up to 6% + marketing & due diligence expense allowance up to 1.25% + MBD fee of up to 1.4% of total sales of the interests · Issuer's note: Organization & offering expenses of $229,456 + acquisition fee of $1,360,000 + bridge equity carry costs of $317,763 + $859,141 of closing costs
Signed byJoshua M. Hoffman, President of the Sponsor (May 27, 2021)
Market contextMinimum investment: $100,000. Typical range for similar offerings: $25,000–$86,942.
Offering size: $38,242,619. Typical range: $1,675,000–$12,980,153.
Investors: 17. Typical range: 5–37.
"Similar" = Residential, Rule 506(b). Based on 4,183 Form D filings 2021–2026 in the same industry and exemption (Residential, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,262, offering size 3,986, investors 3,470. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Amendment history — 1 amendment on this page, each compared with the filing before it in the same offering
Amendment filedFile no.Compared withWhat changed (both values as filed)
Jul 2, 2021 EDGAR ↗021-401157May 28, 2021 Dtotal sold: $4,949,825 (May 28, 2021) → $27,078,567 (Jul 2, 2021) · remaining: $33,292,794 (May 28, 2021) → $11,164,052 (Jul 2, 2021) · investors: 17 (May 28, 2021) → 86 (Jul 2, 2021) · and 3 more (open the filing above)

Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Values as filed; no conclusion is drawn.

All Form D filings for this CIK on SEC EDGAR ↗. History: 0 new offerings in the last 12 months (new offering = a Form D that is not an amendment) · most recent filing Jul 2, 2021. Industry as reported, by offering: One offering, reported as Residential (May 28, 2021).

Key people (related persons as listed on Form D)

NameRelationshipAddress stateOn filings (first → last)Also listed on
Bluerock Real Estate, S. L.L.C. entity
also filed as Bluerock Real Estate S. L.L.C.
Executive Officer
Issuer's note: An affiliate of the Sponsor
NYMay 28, 2021 → Jul 2, 2021
on 2 of 2 filings
listed on the latest filing
17 other issuers
Bluerock Value Exchange S. entityExecutive Officer
Issuer's note: Sponsor
NYMay 28, 2021 → Jul 2, 2021
on 2 of 2 filings
listed on the latest filing
20 other issuers
Caroline S. JohnsonExecutive Officer
Issuer's note: Vice President - Finance of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor
NYMay 28, 2021 → Jul 2, 2021
on 2 of 2 filings
listed on the latest filing
26 other issuers
Jordan B. RuddyExecutive Officer
Issuer's note: Chief Operating Officer of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor
NYJul 2, 2021
on 1 of 2 filings
listed on the latest filing
54 other issuers
Joshua M. HoffmanExecutive Officer
Issuer's note: President of Bluerock Value Exchange LLC, the Sponsor
NYMay 28, 2021 → Jul 2, 2021
on 2 of 2 filings
listed on the latest filing
32 other issuers
Michael S. DiFrancoExecutive Officer
Issuer's note: Executive Vice President - Operations of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor
NYMay 28, 2021 → Jul 2, 2021
on 2 of 2 filings
listed on the latest filing
14 other issuers
Michael S. KonigExecutive Officer
Issuer's note: Senior Vice President of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor
NYMay 28, 2021 → Jul 2, 2021
on 2 of 2 filings
listed on the latest filing
2 other issuers
R. Ramin KamfarExecutive Officer
Issuer's note: Founder and Chief Executive Officer of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor
NYMay 28, 2021 → Jul 2, 2021
on 2 of 2 filings
listed on the latest filing
53 other issuers
Ryan Scott MacDonald
also filed as Ryan S. MacDonald
Executive Officer
Issuer's note: Chief Acquisitions Officer of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor
NYMay 28, 2021 → Jul 2, 2021
on 2 of 2 filings
listed on the latest filing
49 other issuers
Jordan B. RudyExecutive Officer
Issuer's note: Chief Operating Officer of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor
NYMay 28, 2021
on 1 of 2 filings
not listed on the latest filing (Jul 2, 2021)
—

Executive officers, directors and promoters as self-reported by the issuer; spelling variants of one person are merged. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.

Connections

Other issuers listing the same people (showing 40 of 267):

Shared address: this business address appears on filings for 18 other issuers. Stated as a count only (suite numbers ignored) — many addresses are shared office buildings or registered agents. As of Oct 23, 2026, 5:45 PM ET.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

Adviser registration (Form ADV)

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