CRE STRATEGIC OPPORTUNITY FUND

Profile

Company Names

CRE STRATEGIC OPPORTUNITY FUND

Addresses

101 N. MAIN ST, 12TH FLOOR, GREENVILLE, SC 29601

Phone Numbers

864-679-4771

 

Entity Type:

LIMITED LIABILITY COMPANY

Industry:

REITS AND FINANCE

Year Incorporated:

2009

State Incorporated:

DELAWARE

Total Amount Raised:

$21,863,383.00

Number of Funding Rounds:

1
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
1
2009-11-04 
$21,863,383.00 
$25,000,000.00 
$3,136,617.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
PAUL 
M 
AIESI 
EXECUTIVE OFFICER
CMBS VALUE FUND, LLC   |  CRE STRATEGIC OPPORTUNITY FUND
JOHN 
W 
BOYD 
EXECUTIVE OFFICER
CMBS VALUE FUND, LLC   |  CRE STRATEGIC OPPORTUNITY FUND   |  CAPHARBOR COMMERCIAL PROPERTIES, LP
X 
X 
CRE STRATEGIC OPPORTUNITY FUND MANAGEMENT, LLC 
EXECUTIVE OFFICER
CRE STRATEGIC OPPORTUNITY FUND
X 
X 
GRAYCLIFF CAPITAL PARTNERS, LLC 
PROMOTER
CRE STRATEGIC OPPORTUNITY FUND
X 
X 
POINSETT CAPITAL ADVISORS, LLC 
PROMOTER
CRE STRATEGIC OPPORTUNITY FUND
ANDREW 
M 
REIKEN 
EXECUTIVE OFFICER
CRE STRATEGIC OPPORTUNITY FUND
DONALD 
L 
SPALDING 
EXECUTIVE OFFICER
CRE STRATEGIC OPPORTUNITY FUND
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2013-01-28
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2012-01-27
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2012-01-25
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2012-01-04
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2011-10-07
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2011-06-08
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2011-05-17
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2011-05-03
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2011-04-12
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2011-03-23
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2011-01-21
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2010-11-17
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2010-09-28
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2010-09-03
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2010-08-24
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2010-07-01
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2010-06-18
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2010-06-14
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2010-06-03
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2010-05-19
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2010-04-28
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2010-04-07
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2010-03-19
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2010-02-26
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2010-02-11
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2010-01-27
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
2009-11-17
D/A
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2009-11-04 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
NONE
NONE
SANDLAPPER SECURITIES, LLC
137906
SANDLAPPER SECURITIES, LLC
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JOHN WYATT BOYD
2090782
INDEPENDENT FINANCIAL GROUP, LLC
7717
JAMES MARTEN LAMONT
2846228
INDEPENDENT FINANCIAL GROUP, LLC
7717
GRETCHEN M. SCHORR
704073
INDEPENDENT FINANCIAL GROUP, LLC
7717
TONI LYNN SUTHERLAND
2729672
SANDLAPPER SECURITIES, LLC
137906
ORLANDO C. FERNANDEZ
1980142
PACIFIC WEST SECURITIES, INC.
6390
STEVEN D. MEAHAN
1234042
SANDLAPPER SECURITIES, LLC
137906
TREVOR L. GORDON
2195122
INDEPENDENT FINANCIAL GROUP
7717
DWIGHT K. KAY
5376903
PACIFIC WEST SECURITIES
6390
WILLIAM M. SWAYNE
440968
PACIFIC WEST SECURITIES
6390
RUSSELL LYNN BACON
4542975
PACIFIC WEST SECURITIES
6390
JOSHUA D. SWAYNE
4296721
PACIFIC WEST SECURITIES
6390
GEORGE MERHOFF
2918171
PACIFIC WEST SECURITIES, INC.
6390
BILLY W. MARTIN
2021424
SANDLAPPER SECURITIES, LLC
137906
JACK C. BIXLER
22331
STEPHEN A. KOHN + ASSOCIATES, LTD
41067
CRAIG W. HUBLER
1194371
INDEPENDENT FINANCIAL GROUP, LLC
7717
HAYNES L. KENDALL JR.
1274737
COLORADO FINANCIAL SERVICE CORP.
104343
TRACY RAE TURNER
1385745
ALLIED BEACON PARTNERS, INC.
46227
ROBERT L. BOGGESS
5007422
SANDLAPPER SECURITIES, LLC
137906
MARK C. PEDERSEN
1283866
G.F. INVESTMENT SERVICES, LLC
132939
C. GRANT CONNESS
4778193
DFPG INVESTMENTS, INC.
155576
RYAN OMER SMITH
4340304
DFPG INVESTMENTS, INC.
155576
JOSEPH R. BROADBENT
3132498
INDEPENDENT FINANCIAL GROUP, LLC
7717
JUNG H. LEE
4410932
BERTHEL, FISHER + COMPANY FINANCIAL SERVICES, INC.
13609
ANDREW C. BOLT
1594587
CONCORDE INVESTMENT SVCS, LLC
151604
BARRY W. LEMAY
306332
DFPG INVESTMENTS, INC.
155576
CHRISTINA S. NIELSON
4866971
ALLIED BEACON PARTNERS, INC.
46227
JOHN P. HARVEY JR
4227692
PACIFIC WEST SECURITIES
6390
JAMES R. CROCKER
5127548
PACIFIC WEST SECURITIES
6390
JERALD F. GUNN
2475036
INDEPENDENT FINANCIAL GROUP
7717
JOSHUA C. KOEHNEN
4551444
WHITEHALL PARKER SECURITIES, INC.
10608
LAWRENCE B. MILLER
4715505
PACIFIC WEST SECURITIES
6390
PATRICK L. HORN
2559951
PACIFIC WEST SECURITIES
6390
RICHARD J. ZAEGEL
851991
INDEPENDENT FINANCIAL GROUP
7717
ROBYN H. LEE
2846656
PRIMEX
29394
MICHAEL GREGORY STEINTHAL
435071
COURTLANDT SECURITIES CORP.
137356
PADMA CHINTAPALLI
3041617
INDEPENDENT FINANCIAL GROUP, LLC
7717
KELLY H. CLYDE
4825839
CONCORDE INVESTMENT SERVICES, LLC
151604
JOHNATHAN (JACK) R. CREIGHTON
1495897
PACIFIC WEST SECURITIES
6390
MICHAEL D. HOLLINSWORTH
1387904
DFPG INVESTMENTS, INC.
155576
DANIEL J. LUKE
4324353
PACIFIC WEST SECURITIES
6390
MICHAEL JOHN SKAGEN
4085157
INDEPENDENT FINANCIAL GROUP
7717
DAMIAN J. DERING
2854253
INDEPENDENT FINANCIAL GROUP
7717
LARRY G. BURKHOLDER
4002938
INDEPENDENT FINANCIAL GROUP
7717
DAVID G. ELHOFF
855864
INDEPENDENT FINANCIAL GROUP, LLC
7717
JOHN E. MCKEON
5286647
ARI FINANCIAL SERVICES, INC.
137608
IVAN MICHAEL WEST
4921015
SANDLAPPER SECURITIES, LLC
137906
ERIK C. WEIR
2009973
SANDLAPPER SECURITIES, LLC
137906
JOHN B. MORRIS III
5155685
SANDLAPPER SECURITIES LLC
137906
JOHN HOLMES FERGUSON
4947624
SANDLAPPER SECURITIES, LLC
137906
GEORGE K. JEFFERS
1458438
INDEPENDENT FINANCIAL GROUP, LLC
7717
ZOLTAN R. POSA
4277093
PACIFIC WEST SECURITIES
6390
LEVICK (LEE) HENRY
5010732
INDEPENDENT FINANCIAL GROUP, LLC
7717
KENNETH C. MILES
812979
CENTAURUS FINANCIAL, INC.
30833
ROBERT A. CANNON
2765289
PACIFIC WEST SECURITIES
6390
ROBERT A. CANNON
2765289
NELSONREID, INC.
45503
JOHN HOLMES FERGUSON
4947624
SANDLAPPER SECURITIES, LLC
137906
PAUL M. AIESI
5053454
SANDLAPPER SECURITIES, LLC
137906
ORLANDO C. FERNANDEZ
1980142
PACIFIC WEST SECURITIES
6390
NEAL M. WOODARD
5461016
LIGHTHOUSE CAPITAL CORPORATION
41812
TRACY RAE TURNER
1385745
SANDLAPPER SECURITIES, LLC
137906
GEORGE K. JEFFERS
1458438
DFPG INVESTMENTS, INC.
155576
RYAN O. SMITH
4340304
ORCHARD SECURITIES, LLC
133378
JOSEPH R. BROADBENT
3132498
PACIFIC WEST SECURITIES, INC.
6390
BARRY W. LEMAY
306332
ORCHARD SECURITIES, LLC
16878
CHRISTINA S. NIELSON
4866971
SANDLAPPER SECURITIES, LLC
137906
JOHN P. HARVEY JR
4227692
PACIFIC WEST SECURITIES, INC.
6390
JAMES F. CRAWFORD JR
1327638
HALCYON CAPITAL MARKETS, LLC
136974
PADMA CHINTAPALLI
3041617
PACIFIC WEST SECURITIES
6390
MICHAEL L. HOLLINSWORTH
1387904
LIGHTHOUSE CAPITAL CORP.
41812
DEBRA J. SCHLEINING
2768752
LIGHTHOUSE CAPITAL CORPORATION
41812
RALPH ROY RAMIREZ
370490
LIGHTHOUSE CAPITAL CORPORATION
41812
ASHLEE RAE TURNER
5467536
SANDLAPPER SECURITIES, LLC
137906
JAMES W. LOGAN
1699165
STEVEN L. FALK + ASSOCIATES, INC.
14297
JOHN HOLMES FERGUSON
4947624
INDEPENDENT FINANCIAL GROUP, LLC
7717
TONI LYNN SUTHERLAND
2729672
HARRISON DOUGLAS, INC.
16515
ORLANDO C. FERNANDEZ
1980142
HARRISON DOUGLAS, INC.
16515
RICHARD E. WOOLLEN
1342719
PACIFIC WEST SECURITIES, INC.
6390
STEVEN D. MEAHAN
1234042
INDEPENDENT FINANCIAL GROUP
7717
DWIGHT K. KAY
5376903
PACIFIC WEST SECURITIES
6390
JOSHUA SWAYNE
4296721
LIGHTHOUSE CAPITAL CORPORATION
41812
TRACY RAE TURNER
1385745
OMNI BROKERAGE, INC.
16878
ROBERT L. BOGGESS
5007422
HARRISON DOUGLAS, INC.
16515
GEORGE K. JEFFERS
1458438
HARRISON DOUGLAS, INC.
16515
MARK C. PEDERSEN
1283866
INDEPENDENT FINANCIAL GROUP, LLC
7717
ZOLTAN R. POSA
4277093
G.F. INVESTMENT SERVICES, LLC
132939
C. GRANT CONNESS
4778193
OMNI BROKERAGE, INC.
16878
RYAN O. SMITH
4340304
OMNI BROKERAGE, INC.
16878
JOSEPH R. BROADBENT
3132498
HARRISON DOUGLAS, INC.
16515
ANDREW C. BOLT
1594587
PACIFIC WEST SECURITIES, INC.
6390
BARRY W. LEMAY
306332
OMNI BROKERAGE, INC.
16878
CHRISTINA S. NIELSON
4866971
OMNI BROKERAGE, INC.
16878
JOHN P. HARVEY JR
4227692
PACIFIC WEST SECURITIES
6390
JOHN L. MITCHELL
336967
INDEPENDENT FINANCIAL GROUP
7717
LAWRENCE B. MILLER
4715505
WHITE PACIFIC SECURITIES, INC.
42505
RICHARD E. WIELDE
466354
PRIMEX
29394
MICHAEL GREGORY STEINTHAL
435071
OMNI BROKERAGE
16878
JACK CREIGHTON
1495897
OMNI BROKERAGE
16878
DANIEL J. LUKE
4324353
INDEPENDENT FINANCIAL GROUP
7717
DAMIAN J. DERING
2854253