EFDID: 307021EFD: View Filing

Issuer: Bourne Seniors Housing V, LLC (0001766259) - D/A

Accession: 0001766259-21-000001 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001766259
  • Entity Name:
    Bourne Seniors Housing V, LLC
  • Entity Type:
    Limited Liability Company
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2018)
  • Address:
    228 N. PARK AVENUE, SUITE A
    WINTER PARK, FL 32789
  • Persons:
    Related Persons 6
    Robert A. Bourne
    Executive Officer
    R. Kyle Bourne
    Executive Officer
    Michael C. Kelley
    Executive Officer
    Samuel Spears
    Executive Officer
    Bourne Seniors Housing Manager V, LLC Bourne Seniors Housing Manager V, LLC
    Promoter
    Bourne Financial Group, LLC Bourne Financial Group, LLC
    Promoter
EDGAR: Offering Information
  • Accession Date:
    03/12/2021
  • First Sale Date:
    04/22/2019
  • Offering Amount:
    $75,000,000
  • Amount Sold:
    $47,961,994
  • Amount Remaining:
    $27,038,006
  • Exemptions:
    Rule 506
  • Security Type(s):
    Equity
EFD: Current State Notices
View Notices

Notices found in EFD

Filed:ME
Inactive:AK, AL, AR, CA, CO, CT, DE, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Cobalt Capital, Inc. 136161 None None All States
Alan R. Druckenmiller 5191639 Advisory Group Equity Services Ltd. 15427 CO, CT, ME, MA, NH, NC, OH, VT, WI
Rodney Bahy Ibrahim 4358176 Aegis Capital Corp. 15007 AL, AK, CA, CO, CT, FL, GA, IL, LA, MD, MA, MI, NJ, NY, ND, OK, PA, PR, SC, TX, VA
Jason Corey Griggs 4795395 Arkadios Capital 282710 CO, FL, MI
James O'Neal Mitchell Jr. 336937 Berthel, Fisher & Company Financial Services, Inc. 13609 AL
Jamie Mittiga Powell 1596875 Berthel, Fisher & Company Financial Services, Inc. 13609 AZ, CO, FL, GA, IL, IN, KY, MD, MI, MN, MO, NY, OH, OR, UT, VA, WI
Brian Aurey Uphoff 1569323 Calton & Associates, Inc. 20999 AZ, CO, FL, MI, NJ, VA, WA, WI
Byron Keith Crosby 2158157 Calton & Associates, Inc. 20999 FL
John Treadway Brogdon, Jr. 1450806 Calton & Associates, Inc. 20999 AL, CA, IA, LA, NC, TX, VA
Marc Alan Seeherman 1131557 Calton & Associates, Inc. 20999 AZ, CA, CO, CT, DE, DC, FL, GA, HI, IL, IN, IA, KS, MD, MI, MO, NV, NJ, NY, NC, OH, OK, OR, PA, TX, VA, WA, WI
Center Street Securities, Inc. 26898 None None All States
Tyler Don Sullivan 5401187 Client One Securities LLC 152974 AZ, CA, CO, GA, IL, KS, MO, NV, OK, TX
James Franklin Shenk 2876098 Coastal Equities, Inc. 23769 CO, CT, FL, ME, MD, MI, NJ, NC, OH, OR, PA, VA, WI
Benjamin Melvin Schick 4897243 Cobalt Capital, Inc. 136161 AL, AR, CA, CO, FL, GA, IL, IN, MA, NE, NV, NH, NM, NY, NC, OH, PR, SD, TX, UT
Concorde Investment Services, LLC 151604 None None AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
Dempsey Lord Smith, LLC 141238 None None AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
DFPG Investments, LLC 155576 None None AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
Dan Holzer 5779187 Emerson Equity LLC 130032 CA, CO, FL, IL, MD, MI, NV, NM, NY, OH, OK, PA, TX, UT, VA, WA
Navinbhai Hirabhai Patel 6994505 Emerson Equity LLC 130032 AL, CA, FL, GA, KY, MO, NJ, NC, OH, OK, OR, PA, TX, VA
Sudhir G. Pai 5928622 Emerson Equity LLC 130032 AZ, AR, CA, CO, CT, DE, FL, GA, IL, IN, IA, KS, KY, MD, MA, MI, MN, MO, NE, NH, NJ, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
Dakota A. Lawrence 5255723 Great Point Capital LLC 114203 FL
Brad Whalen 2582276 Green Vista Capital, LLC 293630 AL, AZ, AR, CA, FL, IL, IN, KS, MD, MA, MO, NV, NH, NJ, NM, NY, NC, OH, OK, PA, SC, TX, VA, WI
Samuel Scott Bianchi 3036667 IBN Financial Services, Inc. 42360 IL, MA, NY, OH, PA
Timothy Daniel Nihill 4220287 IBN Financial Services, Inc. 42360 FL, ME, MA, NH, NY, RI, TX, VT
Todd Robert Rhine 2384366 IBN Financial Services, Inc. 42360 AZ, CA, DC, FL, GA, KS, LA, MD, MA, NM, NY, NC, OR, SC, TX, VA
Barry Eugene Weed 816202 Intercarolina Financial Services, Inc. 19475 NC
Williams Keen Butcher 2098675 International Assets Advisory, LLC 10645 CA, CO, MA, NY, NC, OH, SC, TX, WA
Alexander Raymond Creede 6392369 International Assets Advisory, LLC 10645 FL, GA, IL, LA, MD, SC, TX, VA
Kalos Capital, Inc. 44337 None None AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
Guy Anthony Harrigan 1817525 Lion Street Financial, LLC 165828 AZ, CA, CO, CT, FL, HI, IN, MN, MS, NY, NC, RI, SD, TX, VA, WY
James Bradley Teegarden 2812366 Lion Street Financial, LLC 165828 CO
Christopher Brian Pelley 1008077 Moloney Securities Co., Inc. 38535 AZ, AR, CA, CO, FL, GA, IA, KS, MI, MN, MO, MT, NE, NV, NM, NC, OK, TX, UT, VA, WI
David Norval Wood 2306563 Moloney Securities Co., Inc. 38535 FL, IL, MO, OH, SC, TX, WA
John Hubert Chaney 44529 Moloney Securities Co., Inc. 38535 AZ, MO, NE, TX
Robert Morgan Vance 1887560 Moloney Securities Co., Inc. 38535 AK, AZ, CA, CO, ID, NV, OR, SC
Newbridge Securities Corporation 104065 None None AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
SCF Securities, Inc. 47275 None None AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
Sunbelt Securities, Inc. 42180 None None AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
The Strategic Financial Alliance, Inc. 126514 None None All States
Titan Securities 131392 None None AZ, AR, CA, CO, FL, GA, HI, ID, IL, IN, KS, LA, MD, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WV, WI, WY
Christopher Michael Dukes 4712873 Westpark Capital, Inc. 39914 AZ, AR, CA, CO, FL, HI, ID, KS, MT, NE, NV, NY, OR, PA, SC, TX, VA
Patrick Morehead 6661646 Westpark Capital, Inc. 39914 CA, MN
Sheldon Singleton 2060931 Westpark Capital, Inc. 39914 CA
John Arthur Doane 4083486 Advisory Group Equity Services Ltd. 15427 CT, DC, FL, IL, ME, MD, MA, MI, NV, NH, NJ, NM, NY, RI, TX, VA
Peggy Lynn Romero 6227087 Advisory Group Equity Services Ltd. 15427 DC, FL, ME, MD, MA, NH, NY, OH, SC, TN, VT, VA
Stephen Charles Olsson 857922 Advisory Group Equity Services Ltd. 15427 MA, NH
Arturo J Rodriguez Diaz 1301783 Aegis Capital Corp. 15007 DE, FL, PR
Martin Hunter McFarlin 2838151 Arkadios Capital 282710 AL, AZ, GA, MI, NC, TN, TX, WI
William Louis Herford 2066018 Arkadios Capital 282710 AL, CA, FL, NV, NC, SC
Jason Christopher Cook 4349388 Berthel, Fisher & Company Financial Services, Inc. 13609 DC, FL, GA, NC, PA, SC, VA
Robert Boris Hardcastle 1101791 Berthel, Fisher & Company Financial Services, Inc. 13609 AL, AZ, CA, DE, DC, FL, GA, IL, IA, KY, MI, MN, MO, NV, NJ, NM, NC, OH, OR, PA, SC, TN, TX, UT
TJ Iwan Setro 1428815 Berthel, Fisher & Company Financial Services, Inc. 13609 AZ, FL, GA, LA, NC, OH, SC, VA
Douglas Stephen Drelich 2459757 Client One Securities LLC 152974 AL, AR, FL, GA, IL, IA, KS, MD, MI, MO, NJ, NM, NY, NC, OH, OK, PA, SC, TN, VA, WA
Donald Neal Sullivan 1979017 Client One Securities LLC 152974 AR, CA, CO, FL, GA, IL, IN, IA, LA, MD, MI, MO, NY, NC, OH, OK, PA, VA, WA
Jay Reid Porter 1123708 Coastal Equities, Inc. 23769 AK, AZ, CA, IN, MA, WA
Nathaniel Michael Kuhn 4624143 DAI Securities, LLC 36673 CA, CO, FL, IL, IN, MN, NJ, OH, WI
Roy Vincent Pfleger 5896655 DAI Securities, LLC 36673 CA, CO, FL, GA, MD, MA, NJ, NY, NC, OR, RI, TX, UT, VT
Joseph Gerard Michaletz 1327534 DAI Securities, LLC 36673 AZ, AR, CA, CO, CT, FL, GA, ID, IL, IA, KS, MI, MN, MO, MT, NE, NV, NM, NY, NC, ND, OH, OK, OR, SD, TX, UT, WA, WI
Michael Edward O'Toole 6336251 DAI Securities, LLC 36673 AZ, AR, CA, CO, CT, FL, GA, ID, IL, IA, KS, MI, MN, MO, MT, NE, NV, NM, NY, NC, ND, OH, OK, OR, SD, TX, UT, WA, WI
William Christopher Duffy 6726333 Emerson Equity LLC 130032 AL, CA, CO, DC, IL, MA, MT, NE, NH, PR, TX, WA, WI
Philippus Theunis Van Staden 4489166 Green Vista Capital, LLC 293630 AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MO, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, VT, VA, WA, WI
Randall George Skrabonja 1858245 Green Vista Capital, LLC 293630 FL, NV
Hantz Financial Services, Inc. 46047 None None AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
Carnell Moore 2715870 International Assets Advisory, LLC 10645 DC, FL, GA, MD, MI, NY, NC, OH, PA, SC, TX
David Peter Reiss 6591492 International Assets Advisory, LLC 10645 CT, FL, ME, MA, NY, RI, VT, VA
Reina Loree Schlager 2370434 J.W. Cole Financial, Inc. 124583 CA, CO, CT, DC, FL, GA, IL, IN, IA, MA, MI, MN, MS, NH, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WA, WV, WI
Cindy Larue Crossett 5868822 J.W. Cole Financial, Inc. 124583 AZ, CA, CO, DC, FL, GA, ND, OR, TX, VA
Ken Levin 2823854 J.W. Cole Financial, Inc. 124583 AZ, CT, FL, IN, MA, MI, MN, MO, NH, NJ, NY, OH, PA, WI
Michael Robert Rubenstein 5445954 J.W. Cole Financial, Inc. 124583 FL, NY
Stephen Wayne Wingard 2746603 Lion Street Financial, LLC 165828 CO, TX, UT
John Patrick Shortal 2233172 Moloney Securities Co., Inc. 38535 IL, MO, NV
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
Bourne Seniors Housing V, LLC/s/ Robert A. BourneRobert A. BourneCEO of the Sole Member of the Issuer's Manager2021-03-12
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Mar. 12, 2021 307021: 0001766259-21-000001 Bourne Seniors Housing V, LLC
Offer Amount: $75,000,000
Amount Sold: $47,961,994
Remaining: $27,038,006
D/A Mar. 13, 2020 307021: 0001766259-20-000001 Bourne Seniors Housing V, LLC
Offer Amount: $75,000,000
Amount Sold: $27,680,979
Remaining: $47,319,021
D Mar. 13, 2019 307021: 0001766259-19-000001 Bourne Seniors Housing V, LLC
Offer Amount: $75,000,000
Remaining: $75,000,000