EFDID: 269401EFD: Raw Data

Issuer: Watermark Lodging Investors, LLC (0001744194) - D/A

Accession: 0001744194-18-000003 () (EDGAREDGAR Files) (Form DForm D)

Edgar Posted: Sep. 11, 2018
EFD Posted: Sep. 11, 2018
- < edgarSubmission >
  < schemaVersion > X0708 </ schemaVersion >
  < submissionType > D/A </ submissionType >
  < testOrLive > LIVE </ testOrLive >
- < primaryIssuer >
  < cik > 0001744194 </ cik >
  < entityName > Watermark Lodging Investors, LLC </ entityName >
- < issuerAddress >
  < street1 > 150 NORTH RIVERSIDE PLAZA </ street1 >
  < street2 > SUITE 4200 </ street2 >
  < city > CHICAGO </ city >
  < stateOrCountry > IL </ stateOrCountry >
  < stateOrCountryDescription > ILLINOIS </ stateOrCountryDescription >
  < zipCode > 60606 </ zipCode >
  </ issuerAddress >
  < issuerPhoneNumber > 847-482-8600 </ issuerPhoneNumber >
  < jurisdictionOfInc > DELAWARE </ jurisdictionOfInc >
- < issuerPreviousNameList >
  < value > None </ value >
  </ issuerPreviousNameList >
- < edgarPreviousNameList >
  < value > None </ value >
  </ edgarPreviousNameList >
  < entityType > Limited Liability Company </ entityType >
- < yearOfInc >
  < withinFiveYears > true </ withinFiveYears >
  < value > 2018 </ value >
  </ yearOfInc >
  </ primaryIssuer >
- < relatedPersonsList >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Michael </ firstName >
  < middleName > G </ middleName >
  < lastName > Medzigian </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 150 North Riverside Plaza </ street1 >
  < street2 > Suite 4200 </ street2 >
  < city > Chicago </ city >
  < stateOrCountry > IL </ stateOrCountry >
  < stateOrCountryDescription > ILLINOIS </ stateOrCountryDescription >
  < zipCode > 60606 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Executive Officer </ relationship >
  < relationship > Promoter </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification > Mr. Medzigian is the CEO of the manager of the Issuer </ relationshipClarification >
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Gil </ firstName >
  < middleName > J </ middleName >
  < lastName > Murillo </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 150 North Riverside Plaza </ street1 >
  < street2 > Suite 4200 </ street2 >
  < city > Chicago </ city >
  < stateOrCountry > IL </ stateOrCountry >
  < stateOrCountryDescription > ILLINOIS </ stateOrCountryDescription >
  < zipCode > 60606 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Promoter </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification />
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Samuel </ firstName >
  < middleName > C </ middleName >
  < lastName > Zinsmaster </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 150 North Riverside Plaza </ street1 >
  < street2 > Suite 4200 </ street2 >
  < city > Chicago </ city >
  < stateOrCountry > IL </ stateOrCountry >
  < stateOrCountryDescription > ILLINOIS </ stateOrCountryDescription >
  < zipCode > 60606 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Promoter </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification />
  </ relatedPersonInfo >
  </ relatedPersonsList >
- < offeringData >
- < industryGroup >
  < industryGroupType > Other Real Estate </ industryGroupType >
  </ industryGroup >
- < issuerSize >
  < revenueRange > No Revenues </ revenueRange >
  </ issuerSize >
- < federalExemptionsExclusions >
  < item > 06b </ item >
  </ federalExemptionsExclusions >
- < typeOfFiling >
- < newOrAmendment >
  < isAmendment > true </ isAmendment >
  < previousAccessionNumber > 0001744194-18-000002 </ previousAccessionNumber >
  </ newOrAmendment >
- < dateOfFirstSale >
  < value > 2018-07-12 </ value >
  </ dateOfFirstSale >
  </ typeOfFiling >
- < durationOfOffering >
  < moreThanOneYear > false </ moreThanOneYear >
  </ durationOfOffering >
- < typesOfSecuritiesOffered >
  < isEquityType > true </ isEquityType >
  </ typesOfSecuritiesOffered >
- < businessCombinationTransaction >
  < isBusinessCombinationTransaction > false </ isBusinessCombinationTransaction >
  < clarificationOfResponse />
  </ businessCombinationTransaction >
  < minimumInvestmentAccepted > 50000 </ minimumInvestmentAccepted >
- < salesCompensationList >
- < recipient >
  < recipientName > N/A </ recipientName >
  < recipientCRDNumber > None </ recipientCRDNumber >
  < associatedBDName > Triloma Securities, LLC </ associatedBDName >
  < associatedBDCRDNumber > 173059 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 201 North New York Avenue </ street1 >
  < street2 > Suite 200 </ street2 >
  < city > Winter Park </ city >
  < stateOrCountry > FL </ stateOrCountry >
  < stateOrCountryDescription > FLORIDA </ stateOrCountryDescription >
  < zipCode > 32789 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < value > All States </ value >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > N/A </ recipientName >
  < recipientCRDNumber > None </ recipientCRDNumber >
  < associatedBDName > Arkadios Capital </ associatedBDName >
  < associatedBDCRDNumber > 282710 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 3333 Piedmont Rd NE </ street1 >
  < street2 > Suite 2010 </ street2 >
  < city > Atlanta </ city >
  < stateOrCountry > GA </ stateOrCountry >
  < stateOrCountryDescription > GEORGIA </ stateOrCountryDescription >
  < zipCode > 30305 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < state > AL </ state >
  < description > ALABAMA </ description >
  < state > AZ </ state >
  < description > ARIZONA </ description >
  < state > AR </ state >
  < description > ARKANSAS </ description >
  < state > CA </ state >
  < description > CALIFORNIA </ description >
  < state > CO </ state >
  < description > COLORADO </ description >
  < state > CT </ state >
  < description > CONNECTICUT </ description >
  < state > DE </ state >
  < description > DELAWARE </ description >
  < state > DC </ state >
  < description > DISTRICT OF COLUMBIA </ description >
  < state > FL </ state >
  < description > FLORIDA </ description >
  < state > GA </ state >
  < description > GEORGIA </ description >
  < state > ID </ state >
  < description > IDAHO </ description >
  < state > IL </ state >
  < description > ILLINOIS </ description >
  < state > IN </ state >
  < description > INDIANA </ description >
  < state > KS </ state >
  < description > KANSAS </ description >
  < state > KY </ state >
  < description > KENTUCKY </ description >
  < state > LA </ state >
  < description > LOUISIANA </ description >
  < state > ME </ state >
  < description > MAINE </ description >
  < state > MD </ state >
  < description > MARYLAND </ description >
  < state > MA </ state >
  < description > MASSACHUSETTS </ description >
  < state > MI </ state >
  < description > MICHIGAN </ description >
  < state > MN </ state >
  < description > MINNESOTA </ description >
  < state > MS </ state >
  < description > MISSISSIPPI </ description >
  < state > MO </ state >
  < description > MISSOURI </ description >
  < state > NE </ state >
  < description > NEBRASKA </ description >
  < state > NV </ state >
  < description > NEVADA </ description >
  < state > NJ </ state >
  < description > NEW JERSEY </ description >
  < state > NM </ state >
  < description > NEW MEXICO </ description >
  < state > NY </ state >
  < description > NEW YORK </ description >
  < state > NC </ state >
  < description > NORTH CAROLINA </ description >
  < state > ND </ state >
  < description > NORTH DAKOTA </ description >
  < state > OH </ state >
  < description > OHIO </ description >
  < state > OR </ state >
  < description > OREGON </ description >
  < state > PA </ state >
  < description > PENNSYLVANIA </ description >
  < state > SC </ state >
  < description > SOUTH CAROLINA </ description >
  < state > SD </ state >
  < description > SOUTH DAKOTA </ description >
  < state > TN </ state >
  < description > TENNESSEE </ description >
  < state > TX </ state >
  < description > TEXAS </ description >
  < state > UT </ state >
  < description > UTAH </ description >
  < state > VT </ state >
  < description > VERMONT </ description >
  < state > VA </ state >
  < description > VIRGINIA </ description >
  < state > WA </ state >
  < description > WASHINGTON </ description >
  < state > WV </ state >
  < description > WEST VIRGINIA </ description >
  < state > WI </ state >
  < description > WISCONSIN </ description >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > N/A </ recipientName >
  < recipientCRDNumber > None </ recipientCRDNumber >
  < associatedBDName > Capital Investment Brokerage, Inc. </ associatedBDName >
  < associatedBDCRDNumber > 40657 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 100 E Six Forks Road </ street1 >
  < street2 > Suite 200 </ street2 >
  < city > Raleigh </ city >
  < stateOrCountry > NC </ stateOrCountry >
  < stateOrCountryDescription > NORTH CAROLINA </ stateOrCountryDescription >
  < zipCode > 27609 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < state > AL </ state >
  < description > ALABAMA </ description >
  < state > AK </ state >
  < description > ALASKA </ description >
  < state > AZ </ state >
  < description > ARIZONA </ description >
  < state > AR </ state >
  < description > ARKANSAS </ description >
  < state > CA </ state >
  < description > CALIFORNIA </ description >
  < state > CO </ state >
  < description > COLORADO </ description >
  < state > CT </ state >
  < description > CONNECTICUT </ description >
  < state > DE </ state >
  < description > DELAWARE </ description >
  < state > DC </ state >
  < description > DISTRICT OF COLUMBIA </ description >
  < state > FL </ state >
  < description > FLORIDA </ description >
  < state > GA </ state >
  < description > GEORGIA </ description >
  < state > ID </ state >
  < description > IDAHO </ description >
  < state > IL </ state >
  < description > ILLINOIS </ description >
  < state > IN </ state >
  < description > INDIANA </ description >
  < state > IA </ state >
  < description > IOWA </ description >
  < state > KY </ state >
  < description > KENTUCKY </ description >
  < state > LA </ state >
  < description > LOUISIANA </ description >
  < state > ME </ state >
  < description > MAINE </ description >
  < state > MD </ state >
  < description > MARYLAND </ description >
  < state > MA </ state >
  < description > MASSACHUSETTS </ description >
  < state > MI </ state >
  < description > MICHIGAN </ description >
  < state > MN </ state >
  < description > MINNESOTA </ description >
  < state > MS </ state >
  < description > MISSISSIPPI </ description >
  < state > MO </ state >
  < description > MISSOURI </ description >
  < state > MT </ state >
  < description > MONTANA </ description >
  < state > NE </ state >
  < description > NEBRASKA </ description >
  < state > NV </ state >
  < description > NEVADA </ description >
  < state > NH </ state >
  < description > NEW HAMPSHIRE </ description >
  < state > NJ </ state >
  < description > NEW JERSEY </ description >
  < state > NM </ state >
  < description > NEW MEXICO </ description >
  < state > NY </ state >
  < description > NEW YORK </ description >
  < state > NC </ state >
  < description > NORTH CAROLINA </ description >
  < state > OH </ state >
  < description > OHIO </ description >
  < state > OK </ state >
  < description > OKLAHOMA </ description >
  < state > OR </ state >
  < description > OREGON </ description >
  < state > PA </ state >
  < description > PENNSYLVANIA </ description >
  < state > RI </ state >
  < description > RHODE ISLAND </ description >
  < state > SC </ state >
  < description > SOUTH CAROLINA </ description >
  < state > SD </ state >
  < description > SOUTH DAKOTA </ description >
  < state > TN </ state >
  < description > TENNESSEE </ description >
  < state > TX </ state >
  < description > TEXAS </ description >
  < state > UT </ state >
  < description > UTAH </ description >
  < state > VA </ state >
  < description > VIRGINIA </ description >
  < state > WA </ state >
  < description > WASHINGTON </ description >
  < state > WV </ state >
  < description > WEST VIRGINIA </ description >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > N/A </ recipientName >
  < recipientCRDNumber > None </ recipientCRDNumber >
  < associatedBDName > Capital Investment Group, Inc. </ associatedBDName >
  < associatedBDCRDNumber > 14752 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 100 E Six Forks Road </ street1 >
  < street2 > Suite 200 </ street2 >
  < city > Raleigh </ city >
  < stateOrCountry > NC </ stateOrCountry >
  < stateOrCountryDescription > NORTH CAROLINA </ stateOrCountryDescription >
  < zipCode > 27609 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < value > All States </ value >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > N/A </ recipientName >
  < recipientCRDNumber > None </ recipientCRDNumber >
  < associatedBDName > SCF Securities Inc. </ associatedBDName >
  < associatedBDCRDNumber > 47275 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 155 E Shaw Avenue </ street1 >
  < street2 > Suite 102 </ street2 >
  < city > Fresno </ city >
  < stateOrCountry > CA </ stateOrCountry >
  < stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >
  < zipCode > 93710 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < state > AL </ state >
  < description > ALABAMA </ description >
  < state > AK </ state >
  < description > ALASKA </ description >
  < state > AZ </ state >
  < description > ARIZONA </ description >
  < state > AR </ state >
  < description > ARKANSAS </ description >
  < state > CA </ state >
  < description > CALIFORNIA </ description >
  < state > CO </ state >
  < description > COLORADO </ description >
  < state > CT </ state >
  < description > CONNECTICUT </ description >
  < state > DE </ state >
  < description > DELAWARE </ description >
  < state > DC </ state >
  < description > DISTRICT OF COLUMBIA </ description >
  < state > FL </ state >
  < description > FLORIDA </ description >
  < state > GA </ state >
  < description > GEORGIA </ description >
  < state > HI </ state >
  < description > HAWAII </ description >
  < state > ID </ state >
  < description > IDAHO </ description >
  < state > IL </ state >
  < description > ILLINOIS </ description >
  < state > IN </ state >
  < description > INDIANA </ description >
  < state > IA </ state >
  < description > IOWA </ description >
  < state > KS </ state >
  < description > KANSAS </ description >
  < state > KY </ state >
  < description > KENTUCKY </ description >
  < state > LA </ state >
  < description > LOUISIANA </ description >
  < state > ME </ state >
  < description > MAINE </ description >
  < state > MD </ state >
  < description > MARYLAND </ description >
  < state > MA </ state >
  < description > MASSACHUSETTS </ description >
  < state > MI </ state >
  < description > MICHIGAN </ description >
  < state > MN </ state >
  < description > MINNESOTA </ description >
  < state > MS </ state >
  < description > MISSISSIPPI </ description >
  < state > MO </ state >
  < description > MISSOURI </ description >
  < state > MT </ state >
  < description > MONTANA </ description >
  < state > NE </ state >
  < description > NEBRASKA </ description >
  < state > NV </ state >
  < description > NEVADA </ description >
  < state > NH </ state >
  < description > NEW HAMPSHIRE </ description >
  < state > NJ </ state >
  < description > NEW JERSEY </ description >
  < state > NM </ state >
  < description > NEW MEXICO </ description >
  < state > NY </ state >
  < description > NEW YORK </ description >
  < state > NC </ state >
  < description > NORTH CAROLINA </ description >
  < state > ND </ state >
  < description > NORTH DAKOTA </ description >
  < state > OH </ state >
  < description > OHIO </ description >
  < state > OK </ state >
  < description > OKLAHOMA </ description >
  < state > OR </ state >
  < description > OREGON </ description >
  < state > PA </ state >
  < description > PENNSYLVANIA </ description >
  < state > RI </ state >
  < description > RHODE ISLAND </ description >
  < state > SC </ state >
  < description > SOUTH CAROLINA </ description >
  < state > SD </ state >
  < description > SOUTH DAKOTA </ description >
  < state > TN </ state >
  < description > TENNESSEE </ description >
  < state > TX </ state >
  < description > TEXAS </ description >
  < state > UT </ state >
  < description > UTAH </ description >
  < state > VT </ state >
  < description > VERMONT </ description >
  < state > VA </ state >
  < description > VIRGINIA </ description >
  < state > WA </ state >
  < description > WASHINGTON </ description >
  < state > WV </ state >
  < description > WEST VIRGINIA </ description >
  < state > WI </ state >
  < description > WISCONSIN </ description >
  < state > WY </ state >
  < description > WYOMING </ description >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > N/A </ recipientName >
  < recipientCRDNumber > None </ recipientCRDNumber >
  < associatedBDName > 1st Global Capital Corp. </ associatedBDName >
  < associatedBDCRDNumber > 30349 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 12750 Merit Drive </ street1 >
  < street2 > Suite 1200 </ street2 >
  < city > Dallas </ city >
  < stateOrCountry > TX </ stateOrCountry >
  < stateOrCountryDescription > TEXAS </ stateOrCountryDescription >
  < zipCode > 75251 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < value > All States </ value >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > N/A </ recipientName >
  < recipientCRDNumber > None </ recipientCRDNumber >
  < associatedBDName > Ameriprise Financial Services, Inc. </ associatedBDName >
  < associatedBDCRDNumber > 6363 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 369 Ameriprise Financial Center </ street1 >
  < city > Minneapolis </ city >
  < stateOrCountry > MN </ stateOrCountry >
  < stateOrCountryDescription > MINNESOTA </ stateOrCountryDescription >
  < zipCode > 55474 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < value > All States </ value >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
  </ salesCompensationList >
- < offeringSalesAmounts >
  < totalOfferingAmount > 250000000 </ totalOfferingAmount >
  < totalAmountSold > 1100000 </ totalAmountSold >
  < totalRemaining > 248900000 </ totalRemaining >
  < clarificationOfResponse > Total offering amount may be increased to $300,000,000 in Issuer's discretion. </ clarificationOfResponse >
  </ offeringSalesAmounts >
- < investors >
  < hasNonAccreditedInvestors > false </ hasNonAccreditedInvestors >
  < totalNumberAlreadyInvested > 2 </ totalNumberAlreadyInvested >
  </ investors >
- < salesCommissionsFindersFees >
- < salesCommissions >
  < dollarAmount > 0 </ dollarAmount >
  </ salesCommissions >
- < findersFees >
  < dollarAmount > 0 </ dollarAmount >
  </ findersFees >
  < clarificationOfResponse />
  </ salesCommissionsFindersFees >
- < useOfProceeds >
- < grossProceedsUsed >
  < dollarAmount > 0 </ dollarAmount >
  </ grossProceedsUsed >
  < clarificationOfResponse />
  </ useOfProceeds >
- < signatureBlock >
  < authorizedRepresentative > false </ authorizedRepresentative >
- < signature >
  < issuerName > Watermark Lodging Investors, LLC </ issuerName >
  < signatureName > Michael G. Medzigian </ signatureName >
  < nameOfSigner > Michael G. Medzigian </ nameOfSigner >
  < signatureTitle > CEO of Manager </ signatureTitle >
  < signatureDate > 2018-09-11 </ signatureDate >
  </ signature >
  </ signatureBlock >
  </ offeringData >
  </ edgarSubmission >
Edgar Posted: Sep. 11, 2018
EFD Posted: Sep. 11, 2018